Exit Strategies for Realtors!


Our versatile group of local Realtors has been quietly helping fellow agents maintain a Real Estate presence through life changes affecting work for over 7 years.  Well Folks – IT IS TIME TO GET LOUD!

As an industry, Real Estate has shied away from talking about RETIREMENT – it is never a topic of conversation and there are no classes. Very few if any Brokerages have a solid reliable plan in place to accommodate Realtors in need of support that offers ongoing care and nurturing of your sphere, in your name, during your absence.

These life changes are not limited to retirement. Stepping Up! has offered professional assistance to Realtors who have relocated to other states and countries, agents who have health issues requiring recovery time, agents taking on careers in site sales and agents living thru life changes such as caring for a child or a parent.

What happens to all those relationships that you built over years? The thought of pulling these relationships into something sustainable in the agent’s absence is overwhelming. Too many professionals simply walk away from their business, leaving valuable relationships and retirement money on the table. It is time for real, workable options!

Our Stepping Up! Team offers you guidance and insight into a wide range of options you should be considering when you foresee an interruption in business whether it be temporary or permanent. We have actionable plans that assist you in preparing yourself and your sphere for the upcoming changes. We help you navigate the pros and cons of each option, allowing you to decide for yourself which option best suits your specific needs.

Lori Mares, Lori Mares Team, Tucson Tanque Verde Office

Welcoming Sierra Vista to 

To better serve your client needs wherever they are, Stepping UP! welcomes the Sierra Vista’s R|A Home Team of Leah Reeder and Adrian Alejandro to our Team! Experienced agents who care.


With the many options out there, you need to know the red flags and pitfalls of you can face. Plus, what the Commissioner says about it all! And how to structure yours?

Here’s the most popular Exit Strategies:

1) Family member – By far the best plan out there, IF your family member is capable, willing, and stable enough to step into your big shoes. We can help with backup plans too.
2) Business partner – Another great option, again IF your partner is ready!
3) Selling your book of business (your address book) – This is the most often considered option, and the worst! It is very misunderstood, and you need to know why.
4) Buy-sell agreements – A possibility. Maybe an essential even with your partners or family.
5) Broker Referral Programs – Often not your best option, unless you want minimal income.
6) Professional Partnerships – Some amazing results here! We can talk to you about that too.

Your Clients Have Value

Yes, they DO! Let us help you extract the maximum for you and protect these valued clients at the same time. It can be difficult to give up your many years of connections and just walk away. There are very important considerations. Stepping Up! has walked many through the process.
If you have a vision of living more and working less…earning more and working less…or, doing anything that requires you to be working less, … Stepping Up! wants to be part of that discussion.

Is Stepping Up! Right for Me?

As I considered changing my Real Estate career from full time to a “Referring Agent”, I looked at many different options over 5 years. I decided that the Stepping Up! approach was by far the best to keep my name and marketing in front of my clients (and at no expense to me I might add!), and to assure that my clients would be taken care of in the same professional method that they had been used to. And now I am treated as the Team’s A+ client!   

Sherie Broekema, Long Realty

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