(Replay) Succession Planning 101 for Mortgage Brokers

As a mortgage broker, you’ve worked hard to build a solid book of clients, strong relationships, and consistent trail income. But have you ever stopped to ask — what is your trail book actually worth? And what’s the best way to sell it when the time comes?

Whether you’re thinking about stepping away completely, scaling back, or just future-proofing your options, selling a mortgage trail book isn’t something to leave until the last minute.

In this high-value session with Sam Boer (Director of Mergers & Acquisitions at Empower Wealth) shares a practical, no-nonsense guide to succession planning for brokers who own their own business.

With more than 35 years of experience and a track record of helping brokers exit smoothly and profitably, Sam walks through everything you need to know — including how buyers think, what they look for, and how to get the best result for yourself and your clients.

What You’ll Learn:

• How to think like a buyer and evaluate your business objectively
• The 3 types of broker businesses and how they affect valuation
• The pros and cons of different succession strategies
• How to prepare for due diligence and avoid surprises
• Real rules of thumb for valuing your trail book
• A detailed case study that sparked one of the most engaged Q&A sessions we’ve seen

Got Questions About Your Own Business?

If you’re wondering what your trail book might be worth — or just want to chat through your options — Sam’s happy to have a private, no-pressure chat.

Reach out to Sam here > [email protected]

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