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CEO coaching for second-generation ownersBrett Tanner coaches second-generation owners one-on-one. These are people who took over a family real estate portfolio or business, grew it mostly by learning on the job, and now need a plan for the next ten years. Brett spent more than 20 years in real estate and sold over $2 billion of it. In coaching he reviews everything you own and works out the next plan with you. It costs $36,000 a year and runs by phone and Zoom.
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The situation, the way people put it when they go looking for help
My family built the portfolio and I took it over. I've grown it since, mostly by figuring things out as I went. It cash flows and nothing is on fire. But nobody ever trained me to run it from the top, and the plan I've followed for the last ten years is about tapped out. I want someone who has been there to look at all of it and tell me what to do next.
When Brett hears this, the portfolio usually works fine. The plan behind it was built for a different market, and the person running it never got a manual for the top job.
These are the same tools Brett runs his own companies on. In coaching he points them at your portfolio.
Brett has his coaching clients write a 30-year plan for net worth and passive income, then a one-page 1-3-5 for this year. One goal, three priorities, and the actions under each. If the plan has lived in your head, or your parents' heads, this is where it gets written down.
A portfolio review, one asset at a time. Brett measures return on equity, which is net income divided by the equity sitting in the property today. Property that has been in the family a long time tends to carry a lot of equity, and that is where low returns hide.
A short list of numbers, under 20, that shows where the problem or opportunity is. Clients send Brett their Flash Report and he asks what they see, until reading it becomes a habit. Then the people who report to you get their own.
Every session ends with a short list of next steps, and the next one starts with whether you did them. When a move needs a specialist, like a 1031 exchange or estate planning, Brett can introduce you to partners he trusts.
In 2008 Brett almost left real estate. He told his paid coach the business wasn't working in his market, and the coach cut him off mid-sentence.
Brett pointed the business at short sales and bank-owned homes, work he says he didn't want to do. Three years later it was doing about 670 houses.
It happened again years later with his rentals. When Arizona prices pushed returns too low, he flew to Huntsville, Alabama and later to Georgia to buy where the numbers still worked. Most of his real estate today sits outside Arizona.
That is the conversation Brett has with second-generation owners. The plan that built the portfolio worked for its time, and the job now is picking the next direction and running the numbers on it.
“Dude, it's your ship. It's you. You're the problem, Brett. Aim your ship in a different direction.”Brett, quoting his coach, on Be Wealthy Podcast Episode 57. The story starts around the 74 minute mark. Listen to Episode 577 Life Goals That Keep You From Building Wealth
Coaching with Brett is $36,000 a year. It is an annual, one-on-one commitment, and you start by applying. If it looks like a fit, you get a short call with Katelyn Mitchell, who runs operations across Brett's businesses, so both sides can decide whether the work makes sense.
Too early for a year of one-on-one? The Be Wealthy Mastermind is $15,000 a year and meets in person three times a year with a small, vetted group. You can try one event first through the Shadow, a $5,000 deposit you get back in full if the room isn't a fit.
Brett Tanner does. He is the founder of Be Wealthy and host of the Be Wealthy Podcast, with more than 20 years in real estate and over $2 billion sold. His one-on-one CEO coaching is built for people who already have income, including owners who took over a family portfolio or business and need a plan for what comes next.
If the portfolio cash flows and you make the big calls alone, a coach who has run real estate at scale is worth a conversation. Brett works on your real numbers. You write a 30-year plan and a one-page plan for this year, review what every property earns on its equity, and track the business on a short Flash Report. Each session ends with next steps, and the next one starts with whether you did them.
Start by finding out what each property earns on the equity in it today. Long-held real estate often has a lot of equity earning very little. From there you decide what to keep, what to sell or exchange, and where the next ten years go. Brett went through this himself in 2008 and again with his rentals, and he tells both stories on the podcast.
$36,000 a year for one-on-one coaching with Brett. It is an annual commitment, and you start by applying. If a year of one-on-one is too early for you, the in-person Be Wealthy Mastermind is $15,000 a year, and the Shadow lets you attend one event on a fully refundable $5,000 deposit.
Remote. Sessions run over the phone and Zoom, so you can work with Brett from anywhere in the country. The mastermind events and the one-day workshops are in person.
Apply through the contact form at bewealthy.com/contact and pick 1-on-1 Coaching with Brett. Tell us about the portfolio, where you are stuck, and what you want the next year to look like. If it looks like a fit, you get a short call with Katelyn so both sides can decide if the work makes sense.
The full program, the tools Brett uses, and how to apply.
See CEO coachingAgents and team leaders with strong income that stops the day they stop selling.
Read this pageRentals and bigger property that work, with more equity than strategy.
Read this pageThe company makes money, and every real decision still lands on your desk.
Read this pageApply and tell Brett what you took over and where it stands. He will tell you straight whether coaching is the right fit.