• Basic Negotiation Training: Helping agents refine their negotiation tactics, ensuring they secure the best deals for their clients.
• Specialty Negotiations: Assisting with complex deals such as seller financing, creative financing, and multi-unit properties.
• Support in High-Stakes Situations: He provides real-time support during critical negotiations to help agents secure favorable terms.

• Contract Preparation & Review: He offers agents assistance with reviewing and preparing all legal documents, ensuring compliance and preventing costly errors.
• Standardized Templates: Access to pre-built contract templates for offers, counteroffers, leases, and purchase agreements.
• Fiduciary Responsibility: Training and guidance on maintaining loyalty, confidentiality, and transparency with clients. He monitors compliance and ethical practices to protect agents from liability.

With many deals closed as a broker, agent, and investor, he focuses heavily on deal-making, ensuring that transactions are not only completed but also handled efficiently. With many years of experience working alongside agents and clients, he has witnessed countless situations and challenges during the deal process. His approach is to be an active part of solving issues, working to close deals as quickly as possible while keeping the needs of all parties in mind.

In collaboration with the Office Manager, he has helped develop systems for success that ensure all contracts have the necessary paperwork to deliver commissions and CDAs. The Office Manager is responsible for ensuring the smooth flow of paperwork, while he provides supervision to ensure that the systems in place are inexpensive, easy to use, and effective for business operations.

Real estate agents are exceptional at being empathetic and listening closely to the needs of their clients. This ability to connect with others is one of their greatest strengths. However, navigating the complexities of real estate transactions can be emotionally taxing, especially when making critical deal decisions. To support agents in this area, he provides:

• Personal Development Coaching: Helping agents build resilience, manage stress, and develop confidence during high-pressure situations.
• Emotional Support: Offering a safe space for agents to discuss challenges they face, both personally and professionally, ensuring they feel supported in their decision-making.
• Empathy Training: Enhancing agents' ability to understand clients' emotional needs while balancing their own, creating stronger client relationships and more effective transactions.

Over the years, he has developed several series of courses primarily focused on real estate investment for investors. He has partnered with numerous coaches in Texas to create and market these programs, offering free advertising for the coaches while gaining and supporting new clients. This experience has allowed him to craft a wide range of educational content, including hundreds of topics such as rehabbing, commercial vs. residential investments, and various exit strategies, all tailored to empower agents and investors.

When it comes to exit strategies and wealth creation, he guides agents through a variety of approaches that maximize returns:

• Wholesale & Fix and Flip: Quick-turnaround strategies designed to generate immediate profits through rapid buying, selling, or renovating properties. He did over 120 flips from 2006-2008.
• Lease & Short-Term Rentals (RBnB): Guidance on how to create consistent cash flow with long-term leases or short-term rentals, building long-term wealth.
• Owner Finance & Creative Finance: Innovative financing strategies that cater to different market needs, helping agents close deals in challenging situations.
• Trade & 1031 Exchange: Techniques for leveraging property trades and using 1031 Exchanges to defer taxes while optimizing portfolio growth.

This training ensures agents and investors are equipped with versatile strategies for navigating various market conditions, allowing them to enhance their financial success.

The Real Estate Executive Training Program is designed for business owners and professionals seeking to develop advanced skills in real estate investing. Covering both residential and commercial real estate deal flow, investment analysis, construction cost estimation, and strategic planning, this program equips participants with the tools and knowledge needed to thrive in real estate.

Key components include:

• Executive Training: One-on-one or small group sessions focused on investment strategies, tailored to each participant’s goals.
• Deal Flow Systems: Comprehensive training on analyzing residential and commercial real estate deals, with practical application of investment strategies.
• Financial & ROI Analysis: Techniques for assessing real estate value and calculating returns, supported by advanced financial tools and calculators.
• Real Estate Valuation and Cost Planning: Detailed instruction on using CMAs and estimating construction costs for informed decision-making.

The program is delivered through weekly 2-hour online sessions, with personalized coaching priced at $1,000 per month for 3 months. Participants receive tailored guidance on mastering real estate deal flow, financial analysis, and strategic planning. The program concludes with real-world deal presentations, certification upon completion, and ongoing follow-up support. Tools such as CRM, automated contract systems, and investment analysis calculators are integrated into the curriculum, empowering participants to make informed and strategic investment decisions.

He sponsors a property management group with over 240 properties. Additionally, in 2008, he directly managed 75 rental properties, giving him firsthand experience in managing rental portfolios. This expertise allows him to offer support to agents and investors in creating and managing property management groups, helping them scale their operations effectively.

He provides guidance on:

• Creating Property Management Systems: Setting up efficient systems to manage properties, tenants, and maintenance.
• Building Property Management Teams: Assisting in recruiting, training, and managing staff for property management operations.
• Optimizing Cash Flow and Tenant Relations: Ensuring that properties are managed to maximize profitability while maintaining strong relationships with tenants.

With knowledge in business brokerage, he has successfully closed over 25 deals and listed over 100 deals in the Main Street market, where businesses are valued at less than $5 million. These include restaurants, convenience stores, gas stations, software companies, small manufacturing, and other small businesses that generate consistent profits year over year. He specializes in selling well-established businesses and can also provide support to companies facing challenges.

In the lower middle market, one of his brokers specializes in selling businesses in the auto and truck industry with revenues between $5 million to $50 million. He provides closing support and serves as a second head, ensuring smooth transactions and helping both sellers and buyers maximize value. He has graduate training as a Professional M&A Advisor from US Berkeley. He also did training for the lower middle market industry.

As a broker, he can actively participate in the strategy set by business owners, providing guidance to ensure that the mission and tactics align with their long-term goals. His expertise includes:

• Strategic Participation: He helps implement the overall strategy provided by owners, aligning business operations with the set vision and objectives.
• Mission and Tactics: He works alongside owners to refine the company's mission and develop tactical plans to meet business goals, ensuring seamless execution.
• Efficient Paperwork and Commission Systems: Deploying systems to process paperwork and commissions efficiently is key. He has conducted extensive research and can implement high-quality systems at minimal cost. This allows them to pass significant savings to agents and offer lower fees, making the business more attractive and competitive.