Commercial Real Estate
Congratulations on making moves with your business! Whether you're buying, selling, or relocating, my commercial real estate services are built specifically for practice owners like you. I’ll help you navigate the process, avoid the usual headaches, and make smart, strategic decisions for your next chapter. Let’s get to work!
Assess Needs
Start by identifying your current space challenges or business goals. Are you outgrowing your location, overpaying for rent, or looking to invest in your own property?
Develop Strategy
Craft a clear plan based on your business goals, timeline, and financial picture. Whether it’s leasing, buying, or selling, align your strategy with market conditions.
Implement Plan
From property tours to negotiations, put your plan into motion. You’ll need to manage the details, coordinate with all parties, and work through each step to avoid common pitfalls and delays.
Monitor Progress
Stay in close communication throughout the transaction to keep things on track. If something shifts such as timing, pricing, or terms, you will need to adapt quickly and keep your goals front and center.
Evaluate Outcomes
Once the deal is done, review the final terms to ensure everything aligns with your original goals. You’ll also want to look into how your property impacts your bottom line.
Scale Up
As your business grows, you can start to plan for what’s next. That could be a larger space, a second location, or exploring ownership opportunities. The goal is to grow smart and sustainably.
Milestones in a Commercial Real Estate Transaction
Successfully securing and moving into a new commercial space involves more than just signing a lease or closing a deal. Key milestones include legal and operational setup, preparing the space for your business, and building momentum in the community. Every stage plays a role in setting your business up for long-term success.
Day 0-60
Property is listed and marketed. Showings are conducted, offers are received, and terms are negotiated. Once an offer is accepted, escrow is opened and the buyer begins due diligence.
Day 60-90
Buyer completes inspections and verifies property details. Lenders, attorneys, and title companies are engaged. Any issues uncovered during due diligence are also addressed.
Day 90-100
Financing is finalized, closing documents are prepared, and remaining contingencies are removed. Coordination continues between all parties to ensure readiness for closing.
Day 100-120
Closing occurs. Funds are transferred, documents are recorded, and possession of the property is delivered to the buyer. Final settlement statements are issued.
Day 120+
Post sale activities may include tax planning, reinvestment decisions, or business relocation depending on the seller’s goals. The transaction would be complete at this point.