TREN provides a structured succession process designed around your timeline, your clients and the business you built.

1. Confidential consultation

We begin with a private conversation about your business, the clients you serve, your retirement timeline and what you want the transition to accomplish.

2. Business and database assessment

Together, we review the size and quality of your database, the repeat and referral business it has produced and how consistently your clients have been contacted. You do not need to provide your complete database during the initial discussion.

3. Written transition agreement

The agreement establishes each party’s responsibilities, how eligible referrals will be identified, how compensation will be calculated and how reporting will be provided. All arrangements remain subject to applicable legislation and brokerage approval.

4. Personal client introduction

You introduce David through an agreed combination of letters, emails, telephone calls, video or a client event. Clients remain free to decide who they want to work with.

5. Ongoing client care

David maintains appropriate contact with participating clients and provides the real estate service, market information and follow-up they have come to expect.

6. Referral tracking and reporting

Eligible transactions are recorded and tracked. Reporting and referral payments are provided in accordance with the written agreement and applicable brokerage requirements.