Our Services

With over twenty years of experience as a business transaction and licensing attorney, global real estate franchise system general counsel and global real estate brokerage franchise executive, Founder and Principal Fran Santangelo, provides valuable advice and support to real estate brokerage firms in addressing and overcoming today's business and legal challenges.

Strategic Planning

We assist clients in developing and executing on long-term and short-term business strategies

BUSINESS REVIEW

Perform S.W.O.T. analysis
Assist leadership in prioritizing opportunities, and setting S.M.A.R.T. goals
Develop company mission and vision statements
Create accountability with leadership to execute on plans

GROWTH INITIATIVES

Analyze MLS and market share data
Identify new market opportunities and acquisition targets
Develop office expansion strategies
Assist in franchise application process; obtaining franchisor approval

Franchise MATTERS

We can assist franchisees in all matters that arise during their franchise relationship, including the initial franchise documentation, amendments related to expansion, renewals and termination.

Transactional

We assist in clients in all phases of all transaction types: mergers, purchases and sales, and ownership and capital restructuring

BUYERS

Review target financial statements and operations
Prepare valuation and pro forma financial statement
Structure transactions
Draft and negotiate NDAs, LOIs, purchase agreements and other transactional documents
Provide closing support and transition planning

SELLERS

Prepare virtual due diligence data room
Create company pro forma financial statements
Draft and negotiate NDAs, LOIs, purchase agreements and other transactional documents
Provide closing support

OWNERSHIP CHANGES

Recommend efficient ownership change structure
Assist potential new owners in analyzing the opportunity
Draft and negotiate NDAs, LOIs, purchase agreements and other transactional documents
Provide support in obtaining consent of franchisor