Ken’s free guide turns growth into a real estate team business plan: vision, values, customer, KPIs, and milestones, written down and reviewed.
NAR’s 2026 Member Profile shows team-based agents closed a median 32 transaction sides in 2025, against 9 for the typical agent. Teams that scale know their P&L, culture, and roles before they hire.
“Teams that win understand that they are expected to win.”
Write each part down, give it an owner, and review it monthly with your leaders. Your real estate team runs on the plan, and the plan runs on numbers.
Fill in each chapter like a real estate business plan template. Then tie it to weekly KPIs so every agent sees progress against the plan.
Each chapter is one part of a scaling plan for real estate teams, ready to fill in.
Chapter 01
Define where the team is going and what every agent needs to hear about it.
Chapter 02
Set the standards that guide hiring, decisions, and behavior as you add people.
Chapter 03
Know who you serve, what moves their decisions, and which risks they weigh.
Chapter 04
State why the right client picks your team over every other option in town.
Chapter 05
Swap the classic SWOT for strengths, weaknesses, and the trends shaping your market.
Chapter 06
Turn expectations into numbers each agent and department owns.
Chapter 07
Break the vision into milestones the whole team can see and hit.
Featured in the Wall Street Journal, New York Times, RIS Media, REM. Benchmarks are targets with no guaranteed result.
“The advisory relationship changed the trajectory of our entire operation. Not a coaching call — a genuine business partnership.”
“Ken’s understanding of succession and legacy is unlike anything else in this industry. He helped us think 10 years ahead.”
“For luxury producers, the strategic challenges are fundamentally different. Ken has frameworks built specifically for where we operate.”
“There are very few people in this industry who operate at the level we do. Ken is the only one I’d take strategic direction from.”
“The Billion Dollar Boardroom changed how I think about the relationship between production and legacy. Worth every dollar.”
“We came in thinking we needed coaching. We left with a succession plan, a leveraged revenue model, and a business that could run without me.”
“Ken brings a level of strategic clarity to real estate leadership that is genuinely rare. His frameworks don’t just make sense — they change how you see your business.”
“Working with Ken reshaped how I think about building a team and a brand. The clarity I gained was immediate and lasting.”
“The Founder Bottleneck™ framework alone changed how I ran my business. In 18 months we grew 40% without adding to my personal workload.”
“Ken helped us see the business we had built from the outside — and gave us the roadmap to take it to the next level together.”
“Strategic clarity. Operational discipline. A plan that actually gets executed. That is what working with Ken delivers.”
“Ken understood our business — and our partnership — at a level no other advisor had. The advice was always exactly right for where we were.”
A 30-minute call shows which chapter to write first, so bring your P&L. Prefer to start solo? Take the free business evaluatio or read the 3 Keys guide.