What happens when you spend years building a business, only to realise you're not set up to sell it, or worse, you’ve been losing income without even knowing?

Many real estate business owners don’t think about selling until they’re ready to walk away and by then, it’s often too late to fix what’s broken. Trust accounts might not be compliant, agency agreements might be invalid, and hidden income could be slipping through the cracks.

Whether you’re buying a rent roll or preparing to exit, the way you handle this process directly impacts your business’s value, your peace of mind, and your financial future. 

In this episode I chat with James Dalton who is a seasoned real estate consultant who formerly led Neil Dalton Consulting, a boutique firm specialising in trust auditing, due diligence, rent roll advisory, and business improvement. The NDC brand is now owned and operated by HD&U.

James shares practical tips and real life stories that show exactly why preparation, professionalism, and proper support make all the difference when buying and selling a rent roll.

  If you're going to buy a rent roll, you need to really think through the return on investment associated with buying that rent roll. And then in addition to that, there's the actual merger of that rent roll into your business - James Dalton

We explore:

• What due diligence really means when buying a rent roll and what happens if you skip it
• The most common mistakes real estate agencies make during a rent roll sale
• What hidden risks and income gaps might be hiding in your portfolio
• Real life compliance red flags that can cost your business tens of thousands of dollars
• Why rent roll agency agreements and assignment clauses are often incomplete or invalid
• How legislation changes are pushing older business owners to sell
• Why you need to start preparing at least 12 months before selling your rent roll
• The power of building strong relationships between buyers and sellers during a sale
•  Real estate specific tips on retention periods, transition support, and legal contracts
• How a lack of internal systems can cost you time, stress, and serious money

Kylie’s Resources:

Property Management Growth School: https://courses.thatpropertymum.com.au/TPM-BDMSchool

 Digital Marketing School: https://courses.thatpropertymum.com.au/digitalschool

 That Property Mum Courses: https://www.thatpropertymum.com.au/courses/

 The PM Accelerate Membership: https://courses.thatpropertymum.com.au/accelerate

 Book a Strategy Call with Kylie: https://calendly.com/kylie-tpm/coaching-call 

 Kolmeo: https://kolmeo.com/

 Sensor Global:  https://sensorinsure.com/ https://sensorglobal.com/

 HD&U Sales Bundle: https://www.hdandu.com.au/that-property-mum-sales-readiness-bundle-0

 Find out about our Done for You Lead Generation - https://calendly.com/kylie-tpm/done-for-you-leads-discovery-call

35 AI Prompts to help you Grow your Business on Social Media: https://courses.thatpropertymum.com.au/35-prompts-to-grow-your-property-management-business-on-social-media

Connect With James Dalton

https://www.linkedin.com/in/james-dalton-79596914/?originalSubdomain=au

https://www.hdandu.com.au/

https://www.linkedin.com/company/hdandu/posts/?feedView=all

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