Real Estate’s Role in Business Owner Wealth Strategy
When a buyer evaluates your company, they see two assets: the operating business and the real estate beneath it. Most owners plan carefully for the first and treat the second as an afterthought. This session shows how the real estate shapes your exit.
Wednesday, August 19, 2026
3:00 pm ET · 12:00 pm PT
Live online, 30 minutes with Q&A
Complimentary
Jason Bush
Garrett D’Alessandro
Sandro Wealth is not affiliated with the third-party professionals in our ecosystem. Clients are under no obligation to use their services, and these professionals are independent of Sandro Wealth.
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Why this session
For many owners, the building is the largest asset outside the business itself. Yet it rarely gets the attention paid to earnings, multiples, and deal terms.
Whether you own your real estate or lease it, the property changes the buyers you attract, the terms you can negotiate, and the options you have after close. Treated early, it is leverage. Discovered late, it is a concession.
Sell the building with the business, keep it as a landlord, or separate the two years in advance. Each path leads to a different exit.
The PropCo/OpCo decision, in one picture
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What you’ll walk away with
I.
How buyers evaluate your real estate, separately from your business
The lens a strategic acquirer or private equity group applies to your property, why it rarely matches the number on your balance sheet, and how the gap shows up in your offer.
II.
Why PropCo/OpCo structures create more options at exit, not fewer
How separating the operating company from the property company works in practice, what it signals to buyers, and the situations where it strengthens your position at the table.
III.
What to do now, even if a sale is years away
The moves that are simple years out and expensive at the deal table: lease terms, entity structure, and the order of operations in the seasons before a sale.
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Who should attend
No prior deal experience is assumed, and nothing in the session requires you to be in market. This hour is most useful if a few of the following are true.
Advisors, attorneys, and CPAs who serve business owners are welcome. The material is written for the owner’s chair, and you will leave with language you can use with your clients.
You own a founder-led or family-held company
Roughly $5M to $100M in revenue, where the business is the family’s largest asset.
Real estate is part of your operation
You own your building or land, hold it in a separate entity already, or lease space your operation depends on.
A transition is somewhere on the horizon
Eighteen months out or five years out. The earlier the horizon, the more of this material you can put to work.
You want options, not a single prescribed path
The goal of the hour is a wider set of choices at exit, and a clear sense of which decisions have to come first.
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Your presenters
Jason Bush
Jason works on the property side of an owner’s transition: what the real estate is worth to a buyer, how it should be held, and when to act. He is a Certified Exit Planning Advisor and advises owners preparing businesses for sale.
Garrett D’Alessandro
Garrett leads Sandro Wealth Management and speaks to what comes after the transaction, when the proceeds of a life’s work need a plan of their own: planning, structure, and stewardship across generations.
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Included with registration
Register and receive The Business Owner Journey, Sandro's playbook for the five-phase path from a business owner's first diagnostic conversation through the sale and the wealth it becomes.
"The five phases owners actually move through — from readiness diagnostics, to valuation and the wealth gap, to closing the value gap, to the sale itself, to post-close wealth integration"
"A ten-point Exit-Readiness & Wealth Transition Scorecard you can score in minutes, with a pathway read (Grow, Transition, or Manage) at the end"
"What to set up before a letter of intent — the timing questions on tax structure and estate planning that shape what you actually keep"
Sent to every registrant, whether or not you attend live.
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FAQ
Working with business owners requires a Sandro senior partner working with subject matter expertise. Your Sandro senior partner will understand your experience and be able to give you the answers you are looking for.