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Online Course

Mergers and Acquisitions

Learn how to expand your organization through mergers and acquisitions (M&A) of real estate brokerages, teams and more.  Grasp the various options for structuring M&A transactions, company valuation methods, due diligence considerations, transition plans, and how to identify and engage potential M&A candidate companies. Learners will receive many downloadable scripts, checklists, plans, sample agreements and a variety of other tools to create a step-by-step process for the growth of any real estate organization.
Mergers & Acquisitions (1)

Mergers & Acquisitions

Click to watch more about this real estate training course

Designed for all learning types

Video Training

In-depth video with Brian Icenhower walking you through the entire merger/acquisition process, and providing tools and talking points for you to use.

Written Workbook

Detailed and downloadable written workbook that provides you with the bullet points, a space for taking notes, as well as activities and key takeaways.

Instructor Materials

Teach this course at your organization with the help of our downloadable presentation notes, presentation files, and Instructor's Manual.

Course curriculum

Enrollment includes access to the following course materials for 6 months

  • Welcome to Mergers & Acquisitions! A message from your Instructor, Brian Icenhower
  • Schedule a Coaching Call
  • Stay Connected via our REAL ESTATE AGENT ROUND TABLE Facebook Group
  • VIDEO: Mergers & Acquisitions Fundamentals
  • AUDIO: Mergers & Acquisitions Fundamentals
  • Workbook: Mergers & Acquisitions Fundamentals
  • Instructor’s Manual: Mergers & Acquisitions Fundamentals
  • Presentation Outline: Mergers & Acquisitions Fundamentals
  • Presentation PDF: Mergers & Acqusitions Fundamentals
  • Presentation Slides: Mergers & Acquisitions Fundamentals
  • VIDEO: Engaging M&A Candidates
  • AUDIO: Mergers & Acquisitions Fundamentals
  • Workbook: Engaging M&A Candidates
  • Instructor’s Manual: Engaging M&A Candidates
  • Presentation Outline: Engaging M&A Candidates
  • Presentation PDF: Engaging M&A Candidates
  • Presentation Slides: Engaging M&A Candidates
  • Securing the NDA Talking Points
  • Initial Approach Call Scripts
  • SWOT Competition Analysis
  • Discovery Questionnaire
  • MLS Company Production Data – Last 12 Months
  • VIDEO: Recruiting

  • AUDIO: Recruiting

  • Workbook: Recruiting

  • Instructor’s Manual: Recruiting

  • Presentation Outline: Recruiting

  • Presentation PDF: Recruiting

  • Presentation Slides: Recruiting

  • Discovery Questionaire

  • VIDEO: Due Diligence

  • AUDIO: Due Diligence

  • Workbook: Due Diligence

  • Instructor’s Manual: Due Diligence

  • Presentation Outline: Due Diligence

  • Presentation PDF: Due Diligence

  • Presentation Slides: Due Diligence

  • Company Comparison Matrix

  • Owner Information Request

  • NDA Sample Agreement

  • VIDEO: The Pro Forma

  • AUDIO: The Pro Forma

  • Workbook: The Pro Forma

  • Instructor’s Manual: The Pro Forma

  • Presentation Outline: The Pro Forma

  • Presentation PDF: The Pro Forma

  • Presentation Slides: The Pro Forma

  • Earnout Formulas

  • Example Pro Forma

  • VIDEO: Valuation

  • AUDIO: Valuation

  • Workbook: Valuation

  • Instructor’s Manual: Valuation

  • Presentation Outline: Valuation

  • Presentation PDF: Valuation

  • Presentation Slides: Valuation

  • EBITDA Approach Example

  • EBITDA Approach Worksheet

  • VIDEO: The LOI – Putting the Deal Together

  • AUDIO: The LOI – Putting the Deal Together

  • Workbook: The LOI – Putting the Deal Together

  • Instructor’s Manual: The LOI – Putting the Deal Together

  • Presentation Outline: The LOI – Putting the Deal Together

  • Presentation PDF: The LOI – Putting the Deal Together

  • Presentation Slides: The LOI – Putting the Deal Together

  • Sample Letter of Intent

  • VIDEO: Planning the Purchase & Transition

  • AUDIO: Planning the Purchase & Transition

  • Instructor’s Manual: Planning the Purchase & Transition

  • Workbook: Planning the Purchase & Transition

  • Presentation Outline: Planning the Purchase & Transition

  • Presentation PDF: Planning the Purchase & Transition

  • Presentation Slides: Planning the Purchase & Transition

  • Sample Pre-Closing Checklist

  • Sample Purchase Agreement

  • VIDEO: Closing the Transaction & Beyond

  • AUDIO: Closing the Transaction & Beyond

  • Workbook: Closing the Transaction & Beyond

  • Instructor’s Manual: Closing the Transaction & Beyond

  • Presentation Outline: Closing the Transaction & Beyond

  • Presentation PDF: Closing the Transaction & Beyond

  • Presentation Slides: Closing the Transaction & Beyond

  • Sample Launch Day Agenda

  • Launch Day Checklist

  • Sample Press Release

mergers and acquisitions

About this course

Reviews

"I use ICC systems, the Online Learning Center, and the coaching program to coach and train my team of over 30 agents. I use the ICC dashboard systems to keep my entire team accountable for their activities and set proper expectations."
Jake Rockwell
Over 500 Units Sold Annually
"I have coached with ICC for over five years. ICC has helped me quadruple my luxury business through marketing strategies so that I receive listings and sales through lead generation and multiple pillars of income."
soi audio workbook
Dennis Adelpour
Luxury Agent - West Los Angeles
"When we started coaching with ICC we worked all the time with some degree of success. Now, seven years later, we have grown to have the #1 market share in our area, we more than tripled our income and production, while also improving our work-life balance to enjoy our personal life with family and friends."
recruit audio workbook
Tammi Humphrey
#1 Market Share & 100 Million in Annual Sales Volume

$750

Instructor

Brian ​Icenhower.

Welcome to the world of mergers and acquisitions (M&A), where real growth begins. 

In this course, we’re going to break down the process of acquiring or merging with real estate businesses. It might seem daunting at first, but by the end, you’ll see just how achievable it is—even for those who never thought they could do it.

Let’s start with one simple truth: mergers and acquisitions are easier than you think. Most people assume M&A is reserved for massive corporations or elite businesspeople with deep pockets. That’s simply not true. 

If there’s one thing I want you to take away from this course, it’s this: with the right approach, you can successfully grow your real estate business through M&A without a massive cash outlay.

Whether you’re a team leader, a broker, or an advanced agent, M&A can fast-track your growth and set you apart from the competition. By leveraging proven strategies, you can scale your operations, enter new markets, and build a thriving organization.

Brian Icenhower - ICC Speaker Headshot
mergers and acquisitions

Take your business to the next level.

Whether you’re a team leader, a broker, or an advanced agent, M&A can fast-track your growth and set you apart from the competition. By leveraging proven strategies, you can scale your operations, enter new markets, and build a thriving organization.

Talk to a coach

If you’ve been considering hiring a coach, now’s the time. Book a FREE coaching consultation session with your purchase of this course!
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