The most profitable things clients pay me for is helping them both buy and sell a house at the same time.

Pick one segment:  Selling the house.

Divide it 3 ways:  Getting the house ready.  Listing the house.  Getting from contract to close.

Choose 1 of the 3 and divide it in half: 

 - Choosing - Getting from contract to close. 

  - Dividing in half: Deciding on an offer.  Getting the signed contract to the closing table.

Pick one half and give us a minute of information:  Deciding on an offer.

The information:

When helping a client to evaluate offers, I explain the importance of looking of course at the price but also at all the other terms of the purchase and sale contract.  I discuss the pluses and minuses of the terms and make suggestions if we should counter all or part of those terms.  If there are multiple offers, I do an apples to apples comparison with my clients so they can make a well-informed decision. 

The other important aspect I advise my clients on is the quality of the buyer.  In the listing notes to other agents, I always request that the agent provide proof of funds for cash buyers or pre-approval letters for buyers getting a loan along with the offer.  If I don’t receive this info from the buyer’s agent, that tells me about the quality of the agent and/or potentially the quality of the buyer.

For those using a lender, I call the lender and ask questions to see what the lender can tell me about the buyer.  Has the lender seen bank statement to verify the buyer has the funds for the down payment and closing costs.  Has the lender done a credit check?  Has the lender verified pay stubs, or is a loan for a non-W2 employee?  I’m listening for a lender to tell me this is an awesome buyer, and that this loan will go through.

Want to find out more about your situation?  Here's how to contact me!

Kelly Vandever

Realtor®

Keller Williams North Atlanta

License # 391485

Kelly.Vandever@kw.com

770-597-1108

Seniors Real Estate Specialist® (SRES®) 

https://www.kellyvandever.com 

https://www.youtube.com/kellyvandever

With a Engineered Cost Segregation Studies, it can be divided into three primary components:

1. The building and the parts of it, such as the walls, roofs, hvac, and windows.
2. The land outside of the building, like parking lots, landscaping, and sidewalks.
3. and Then the machinery and fixtures.

I like the Land Improvements in this cast and divide it in half the parking lot and landscaping.

With a cost segregation study, it benefits the property owner for every million dollars that I am able to find in savings benefits the owner $70k on average.  My fee is 10% of the savings.  They don't pay anything during the initial analysis.  When they take advantage of the study, it allows the manufacturer to reclassify these assets from a 39-year depreciation schedule (used for traditional real property) to a much shorter 7-15-year schedule. By accelerating depreciation, a small manufacturing business can significantly reduce its taxable income in the early years of ownership. This creates immediate cash flow that can be reinvested into operations, new equipment, or business growth.  IRS allows me to go back 5 yrs to "Catchup" during the past years they did not do a study. So, this can be a significant financial boost for the property owner.

Since we're a few weeks from Officer Turnover, I'm going to pick Leadership Training.
The three parts are Scripts, Core Resources, Leadership Resources

>Think of Scripts: there are two halves, the purpose and the words.

While I give words for each script I repeatedly confirm the words are not to be used in this order every week. (B.o.r.i.n.g)

Please, please, please use the script to:

1. confirm the purpose of that message
2. and know how long to talk.  (A few seconds - never a minute.)

The purpose of each script is to set up an action.

Script 25, the last script, conciously uses the word "adjourned" every term.
This is because there is no synonym for the word "adjourned", and if it isn't used, people will start piling their material, standing up, and putting on their coat, while the last few people are presenting referrals. That's rude.

• Referrals is the most important part of the meeting! It's proof of concept.
• And there are three more scripts when referrals end.

The MentorCoOrdinator is tasked with adjusting in order to hand off to the TeamCoOrdinator at 8:29.
The TeamCoOrdinator has a few things to confirm before adjourning the meeting at 8:30.

Purpose > Respect
Result > Referrals

Cash Flow Planning is a crucial initial step for my clients.  It consists of three parts: creating a proactive budget, connecting with their why, and prioritizing their spending.

Creating a proactive budget has two halves...allocating spending and determining needs vs. wants.

Sometimes, determining the absolute needs within a budget can get clouded with what they want.  Our initial meeting looks at their overall budget, and then we dissect the different parts to help them identify where they have opportunities to trim their budget.

Once a solid, proactive budget is in place, we will use that each month moving forward and refine it for specifics within each month.

At Profitability Business Solutions, we specialize in bringing deep industry knowledge into our analysis. Our clients pay us for company valuations that reflect the nuances of their industries.

Product: Company valuation

Split it three ways: Understand the industry. Standardize the financial statements. Apply industry knowledge to financial statements

Pick one of the three: Apply industry knowledge to financial statements.

Divide it in half: Apply industry knowledge

Infominute on the half:

A family attorney needed a valuation on a client's transport business. A generic valuation would the industry growth rate of 11%. However I knew that growth rates vary for different forms of transport - bulk liquid transport growth rate at 3%, refridgerated transport is at 7%, and so forth. I also know that private contract transport is more valuable than for-hire transport, as it means higher utilization. 

Armed with detailed industry knowledge, I dissected the business' financials and applied precise growth rates and utilization rates. This resulted in a credible, transparent valuation that stood up to expert testimony in court. 

The most profitable things clients pay me for is  by providing them with expert guidance on accessing corporate credit without personal guarantees, coaching clients to double revenue and triple profits through a strategic focus on KPIs, and implementing innovative strategies that drive sustainable business growth and financial success. We are dedicated to unlocking the full potential of every client, helping them thrive in an increasingly competitive marketplace.