Succession Planning for Retiring Commercial Real Estate Brokers in Washington and Oregon
Commercial Real Estate Succession Plan
$106 million+
in transactions
Top Broker
Vancouver Business Journal, 2023 and 2024
1.6 million+
square feet leased and sold
Since 2011
in commercial real estate
100+
commercial clients served
Two States
licensed in Washington and Oregon
A structured transition for retiring commercial brokers who want their clients in capable hands and a continuing share of the business those relationships produce.
Who it is for
This program is designed for licensed commercial real estate brokers in Washington and Oregon who are planning to retire or reduce their practice. Residential agents with a commercial client can use the Agent Referrals page.
Why plan the transition
A client base built over decades is one of the most valuable assets a broker owns. A planned transition places your clients with a successor you selected and vetted, preserves the trust you earned and allows you to continue earning referral fees on the transactions those clients complete. Without a plan, those relationships often drift to whoever calls first.
Why Andi Costello
Principal Broker in Oregon and Managing Broker in Washington
$106 million+ in transactions
In commercial real estate since 2011, after 15 years in municipal leadership
Top Commercial Real Estate Broker, Vancouver Business Journal, 2023 and 2024
Known for discretion: your clients and your plans stay confidential
Introduce
You recommend Andi and make personal introductions to your clients.
Three levels of involvement
Partner
You participate in early meetings and co-sign a transition letter to your clients.
Legacy
You remain involved in tours and key negotiations for an agreed period.
How it works
Confidential conversation. Review your client relationships, your timeline and the level of involvement you prefer.
Written agreement. A broker-to-broker referral agreement establishes the terms for each client.
Introductions. You introduce Andi to your clients, individually or by joint letter.
Ongoing representation. Andi represents your clients in their leases, acquisitions and dispositions.
Fees at closing. Referral fees are paid to your brokerage as each transaction closes.
Questions retiring brokers ask
How are referral fees determined?
Fees are discussed in a confidential meeting and documented in a written referral agreement.
How are referral fees paid?
Broker to broker, to your brokerage, at each closing.
Do I need to keep my license active?
Yes. Referral fees are paid broker to broker, so your license must remain active to receive them. Your attorney or principal broker can confirm the requirements in your state.
How long does the agreement apply to each client?
The term is defined in your written agreement.
What happens to transactions already in progress?
We review each pending transaction together before the transition begins.
Planning your next chapter?
Book a confidential meeting below, or call or text (360) 810-9111.