Scores for all six have-to-haves
2026 Brokerage Readiness Report
Solid on paper. Further behind in practice.
We surveyed 135 broker-owners and brokerage leaders to assess the six have-to-haves of brokerage readiness. The findings reveal where businesses are strongest, where critical gaps remain, and what owners should prioritize to build a stronger business.
See how your brokerage measures up and what to focus on in 2027. Download the 2026 Brokerage Readiness Report.
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A PREVIEW OF THE FINDINGS
Clean data is the strength. Owner dependence is the constraint.
66
average overall readiness score, out of 100
27%
say a 30-day owner absence would cause significant problems or a stall
52%
have no written growth plan, or keep it mostly in their heads
42%
don't know what their brokerage is worth
Say vs. Show
Owners rate their processes strong. Few have documented them enough to pass the benchmark.
Owners were asked how they rate their brokerage, then scored on what it actually does. Documented processes show the widest gap in the study.
"This is a common blind spot, not a failing. Most owners are too close to their own business to see which parts depend on memory and habit."
— Survey respondent, independent broker/owner
Note: Only 27% meet the benchmark on documents processes.
What's inside
Every have to have.
The full report scores brokerages on six areas, with the benchmark set at 75. It also breaks results out by size, affiliation, and plans for the next three years.
Six Have-to-Haves, scored
Clean data, P&L, systems, processes, retention, and growth narrative.
Say vs. show
How owners rate themselves compared with what their numbers show.
Readiness by tier
What separates Ready brokerages from Developing and Early Stage.
Owner dependence
The 30-day test, back-office tasks, and where owners spend their time.
Buyer readiness
Who has been approached, what owners know about their value, and how prepared they are.
Segment cuts
By size, franchise vs. independent, and plans to grow or exit.
A six-item self-check
Find the gap to close first.
Download the complete 2026 Brokerage Readiness Report
The full PDF includes the scoring method, every question, and the segment cuts behind the findings.
Segment cuts by size, affiliation, and plans
A self-check to find your starting point