Valuation Alliance focuses solely on providing a full array of services related to privately held commercial brokerage companies throughout the United States. The company’s principals have over 50 years of experience in the commercial real estate industry having operated multi-market brokerage companies, completed over 75 M&A transactions both on the buy and sell side, set up multiple partnerships specific to brokerage services and have worked with firms in the early stages of starting their business to mature companies.
Valuation Alliance is a consulting and advisory firm that specializes in serving privately held commercial real estate brokerage companies and their respective ownership interests. Valuation Alliance provides a range of quality and supportable services for our clients.
• Commercial Real Estate Brokerage Companies
• Commercial Property Management Companies
• Start-Up or Early Stage Commercial Brokerage Companies
Obie Walli – Founder / Managing Partner
Since founding Valuation Alliance in 2017, Mr. Walli has worked with privately held commercial real estate brokerage firms across the country in business valuations, succession planning, M&A advisory, and strategic planning. Mr. Walli also serves on the board and is the co-founder of Dealius, a CRE Tech company.
Prior to launching Valuation Alliance, Mr. Walli was the co-founder and CEO of CBC Alliance a full-service commercial real estate firm that he grew, primarily through acquisitions, to 10 offices with over 150 professionals and sold in 2016.
Mr. Walli started his career in investment banking for Prudential Securities and transitioned into commercial real estate 20 years ago. Over his career he has underwritten over 200 real estate M&A transactions and completed over 60 acquisitions totaling $900 million in value.
Fred Schmidt – Managing Partner
Mr. Schmidt joined Valuation Alliance in December 2018 and brings 38 years of commercial real estate services experience. Mr. Schmidt has led organizations on a local, regional, national and global basis. During the past 8 years he was the President and COO of an organization that had 250 locations, with 3000 agents located in 44 countries.
He has been involved with numerous M&A assignments during his tenure. Schmidt has a proven track record in improving the profitability and productivity of real estate services firms and teams. His skill sets include Strategic Planning, M&A, Executive Coaching, Leadership Skills, Learning, Recruiting and Business Development.
Valuation Alliance was founded to fill an unmet need of the owners of private commercial real estate brokerage firms. Specifically, we helped our clients successfully address the challenges that are common across the industry of understanding the value of their company, succession planning, strategic planning, partnership structures, and M&A advisory. Our experience in being operators in the industry allows us to bring a unique perspective and understanding of the nuances of the business and most of all understanding that the assets of the business are the relationship and people of each organization.
We perform business valuations to assist firms in matters related to succession planning, partnership re-organizations and the potential sale of their businesses.
The valuation is a comprehensive report that incorporate multiple valuations methodologies to provide an opinion of value for of an on-going business.
We work with clients on a consulting basis to assist in partnership re-organization, buy/sell agreements, succession planning, recruiting, strategic planning. Every client has different needs, thus Valuation Alliance tailors each engagement based on the specific needs of their clients.
We can be engaged as an advisor to assist firms in the sale of their enterprise to a prospective buyer(s) or the acquisition of prospective firms in their respective markets. The role of Valuation Alliance will be to work directly with the client in negotiating a transaction, which will include terms, structure, due diligence, review of terms.
Valuation Alliance leverages its extensive experience in the commercial real estate industry to provide solutions to its clients across the country. We have worked with boutique firms to large national firms in meeting their shareholder and growth objectives.
Valuation Alliance’s mission is to provide high-quality and affordable business services to its clients. As a boutique consulting and advisory firm focused on the commercial real estate industry, Valuation Alliance has the technical expertise, superior service, and a commitment to excellence. Our firm’s success is attributable to our team’s experience as successful operators and leaders in the industry.
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