Succession Planning for Real Estate Agents

Are you a real estate agent thinking about your retirement or an active agent ready to take your real estate business to the next level?

If you’re ready to set yourself apart, this book is your guide to growing your business and preparing for success in retirement.

Our industry is being reshaped by the pandemic, new real estate technology and the online home search. With the average age of active real estate agents continuing to rise, many agents are contemplating whether they will leave their real estate career in the next two years. Now is the time to plan for your future, whether you’re a seasoned veteran or a motivated newcomer to the world of real estate.

Succession Planning for Real Estate Agents: Monetizing Your Business in Retirement provides real estate agents with a practical framework for choosing a successor and monetizing their real estate business.

Succession Planning for Real Estate Agents: Monetizing Your Business for Retirement
Succession Planning for Real Estate Agents: On Amazon

More About the Book

Succession Planning for Real Estate Agents is a strategic and tactical guide for agents looking to retire or grow their business, and sponsoring broker owners wanting to keep their retirees’ sales volume and former clients’ business in their brokerage. For agents working to grow their business, this book will help you navigate becoming a successor to a retiring agent. 

In this book, you’ll find:

  • Contract examples for different succession plan types and team structures
  • Tactics for co-marketing and co-branding to increase your sales reach
  • Tips for understanding accumulated assets in a real estate business
  • Methods for building your business so you can increase both agents’ earnings

What Others Are Saying

This is fascinating material that will help readers on either side of the equation. Whether you have a book of business and are ready to move on from it for some reason… or you’re scaling up and looking to take on the business of someone else… Succession Planning for Real Estate Agents has all the bases covered.

Jessica and Justin offer strategies, tactics, and creative ideas for a range of situations – including teams, partnerships, co-marketing, referral-fee structures and more. Get ready to learn as you read this extremely valuable book. It just might change your life.”

– Adam Contos, Chief Executive Officer, RE/MAX Holdings, Inc.


Subscribe to our email list for more information and resources. As our free gift, you’ll receive a downloadable copy of “Digital Assets to Consider in Succession Planning for Real Estate Agents.”

First Name
Email Address
Succession Planning for Real Estate Agents on Mobile Devices

For agents working to grow their business, this book will help you navigate becoming a successor to a retiring agent. 

Succession Planning for Real Estate Agents will ensure that your clients receive continuity, professionalism, and service they deserve while preparing your business for a rewarding succession plan.

Stand apart from other real estate agents and get the fundamentals you need for succession planning now.

Succession Planning on Amazon
Succession Planning on Audible

About the Authors

Jessica and Justin Ball are REALTORS® and leaders of The Jessica Ball Team – RE/MAX Traders Unlimited (BALL HOMES LLC) in Peoria, Illinois. Jessica has worked through several succession plans with seasoned real estate agents to transition and monetize their books of business as they retire from actively selling real estate, while Justin contributes to succession planning most directly in helping to facilitate co-branding and co-marketing efforts, as well as valuing the book of business for beginning to craft an initial succession plan contract. Realizing the lack of information for succession planning in the industry, Jessica and Justin wrote their own succession plan, combining years of research and experience, to guide successful real estate agents and their successors through a profitable transition.

Jessica and Justin Ball, Authors of Succession Planning for Real Estate Agents

Complete this form and we will be in contact about a consultation or presentation.

Email Address
Phone Number
Your Message
Submit Message

Work With Us

Everything we teach has worked for us in our own succession plans and in growing our real estate business.

Do you need help setting up a succession plan that meets your specific needs as well as those of your successor?

There are one-time consultations and packages available.

Have Jessica and Justin speak at your next event, association meeting or brokerage meeting.

Jessica and Justin have both spent time on stage presenting at national conferences and throughout 2021 on Zoom presentations.  They enjoy the chance to speak to brokerages,  REALTOR® associations, and other groups of agents to inspire agents to begin succession planning. Whether your group is agents thinking about retirement or ambitious agents thinking about being successors, we can work to plant the seeds of succession planning or talk direct strategies and tactics.