The property conversation gets harder the later it starts. Here is where it fits on a normal sale timeline.
When your client owns the building their business operates in, you are running two sales at once whether you plan for it or not. Deciding early which one you are actually marketing is what keeps the property from becoming a diligence problem.
Raise it before the teaser goes out
The cleanest moment is while you are still shaping the story. If the real estate is separated up front, you market the operating business on its earnings and run the property on its own track. Buyers who do not want to own real estate stay in the process, which usually widens the field rather than narrowing it.
What it costs you to wait
Once an LOI is signed against a combined value, unwinding the property means reopening price. That is the point where deals slow down and where the seller starts absorbing the cost of the delay. The property does not get less valuable, but the leverage to separate it does.
How it runs alongside your process
We value and structure the real estate in parallel and close on your timeline, with no extra lift for you. We never hold up the sale of the business. For the advisor, separating the property typically means 10% or more in fees on the same engagement, because you are earning on both halves of what your client owns.
See what your real estate could unlock.
Book a free, no-pressure consultation and we will walk you through the numbers.
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