Answer five questions about support, admin, brand, network and production. Then review where your current brokerage is working and where it may be costing you time.
Think about your typical week and the issues that keep recurring.
Choose one answer per question. No answers are preselected. Your result stays here unless you choose to send it.
A ceiling shows up when the same limits repeatedly slow your business: capacity, support, costs or control.
You pay the brokerage, then separately pay for coordination, marketing, technology, coaching or expertise because the included version does not match the business. That can still be rational—but only if the total value works.
More deals create more duplicated entry, document chasing and status uncertainty. The platform should absorb complexity. If growth simply produces more manual work, the operating model is not scaling.
Clients arrive through you, your content, referrals and your reputation, while the corporate identity remains the most protected asset in the arrangement. Ask whose value you are compounding.
Your best collaborators, referral partners and knowledge sources already operate across cities or provinces. A structure centred on one branch may no longer match the geography of the business.
Every new dollar still depends on another transaction personally produced. Optional wealth programs are not guaranteed, but it is reasonable to ask whether the platform creates any path beyond the next closing.
Owen receives your audit and helps work through the questions behind it. If you would like Anna’s perspective, he can help arrange that conversation. The score is included only if you submit this form.
Use the worksheets to inventory fees, replacement costs, support and transition questions before any conversation becomes a decision.