Developing a Business Plan for 2023 - CRE Brokerage

Has anyone in commercial real estate brokerage put together a business plan for their own business of 1-person or a small team (whether leasing broker, investment sales, etc.)? I heard that the top grossing, superstar brokers in the major markets do this each year and with the year just starting, I am eager to do draft a business plan for my tenant-rep business. For some background, I'm a tenant-rep broker at a large firm, where I focus on office, and in my 3rd year of the business.

Does anyone have a template or sample that they've used in the past that they would be willing to share? 

There are a lot of business planning resources for operating companies, but I would greatly appreciate any direction or assistance since this business plan is specific to a business consisting of 1-person or a small team, and is more similar to a service business, such as consulting. Again, any and all input, direction and/or help is really appreciated! 

2 Comments
 
I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Voluptates velit facere et labore dolore. Rerum consequatur doloribus deserunt alias dignissimos tempore. Delectus tempore suscipit eos cum.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (72) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”