CORBETT BRANDS TRAINING MANUAL
Updated: November 2023 CORBETT BRANDS Corporate Prospectus - Hub Edition CORBETT BRAND GUIDELINE
CORBETT BRANDS is a full-service business and commerical real estate brokerage with national reach, serving New England, New York, Florida and California. With over 700 transactions totaling over $200,000,000, fully plug into the CORBETT Platform and Team to work for you.
Over 700 deals
200,000,000, IN SALES
Training Manual
BRAND GUIDELINE
TABLE OF CONTENTS
1.FOUNDER’S MESSAGE
2.CORBETT BRANDS ORGANIZATION
3.CORBETT RESTAURANT GROUP
4.CORBETT BUSINESS GROUP
5.THE CORBETT HUB
6.BOSTON VALUATION SERVICES
7.LENDING PARTNERS
8.EQUIPMENT LEASING PARTNERS
9.LEAD SOURCES
9.DEAL FUNNEL
10.DEAL FLOW MAP
11.LIVE DEAL TRACKER
12.TEAM CONTACT LIST
ELITE STANDARD
FOUNDER’S MESSAGE
Message From The President
Todd Corbett Smith Founder & Managing Partner
I am thrilled to announce the expansion of Corbett Brands, an innovative and dynamic organization that is reshaping the landscape of business brokerage and commercial services. With the introduction of four distinct divisions - Corbett Restaurant Group, Corbett Business Sales and Acquisitions, Boston Valuations, and Corbett Hub - we are embarking on a new era of comprehensive and specialized services. This strategic expansion positions Corbett as a full-service commercial and business brokerage firm, uniquely equipped to meet a wide array of client needs in this ever-evolving marketplace. The synergy between these divisions enables us to offer a range of services that no other firm in our field can match, setting a new standard in the industry.
What truly sets Corbett Brands apart is the remarkable pool of talent within our organization. Our team, comprising seasoned professionals with over 100 years of combined active experience, brings an unparalleled depth of knowledge and expertise across multiple complementary disciplines. This wealth of experience ensures that our clients receive the best possible advice and service, tailored to their specific needs and goals. As we expand our reach to become a nationwide brand, we are excited to offer our exceptional business brokerage services across all major US cities and metropolitan areas. Our commitment is to not only meet but exceed the expectations of our clients, fostering growth and success in every community we serve. The future is bright for Corbett Brands, and we look forward to leading the way in this exciting journey.
Sincerely,
2 Page
ELITE STANDARD
Corbett Brands Organization
Todd Corbett Smith Founder & Managing Partner todd@corbettbrands.com
Marty Bloom Vice President / Broker marty@corbettbrands.com
Lauren Higgins Director of Operations lauren@corbettbrands.com
Charles Smith CA Managing Broker / Tech Support charles@corbettbrands.com
Boston, Massachusetts Ten Post Office Square 800 S. Boston, MA 02109 (617) 948-3394
San Diego, California
888 Prpsopect Place, Suite 200 La Jolla, CA 92037 (858) 290-4509
4 Page Corbett Brands Organization Corbett Brands Four Divisions Office Locations and Service Coverage
Fort
401
Las
Blvd., Suite 1400 Fort Lauderdale,
33301
Lauderdale, Florida
E.
Olas
FL
(305) 857-7155
New York, New York 745 Fifth Avenue, Suite 500 New York, NY 10151
CORBETT Business Sales & Acquisitions CORBETT Restaurant Group CORBETT Office Location Service Coverage Leadership Team
(917) 699-2610
BRAND MANUAL
CORBETT RESTAURANT GROUP
Corbett Brands Division
Corbett Restaurant Group
Website: www.corbettrestaurantgroup.com
Group
Corbett Restaurant Group is a leading restaurant brokerage and commercial real estate firm, specializing in the sale and leasing of restaurants. Our restaurant experience and real estate expertise make us an invaluable partner to have when buying or selling a restaurant on any level.
We believe that integrity and professionalism are the cornerstones of our business and understand that trust is earned, so we work hard every day to earn the trust of our clients and customers.
Brokers and Agents
Todd Corbett Smith Founder & Managing Partner todd@corbettbrands.com
Marty Bloom Vice President / Broker marty@corbettbrands.com
Charles Smith CA Managing Broker charles@corbettbrands.com
Chris Efstathiou Broker chris@corbettbrands.com
5 Page
Krista Kranyak Broker kk@corbettrestaurantgroup.com
Mark Richard Broker mark@corbettrestaurantgroup.com
Chris Farrell Agent cfarrell@corbettbrands.com
Pete Farrell Agent pfarrell@corbettbrands.com
Treshe Scerbo Agent tresh@corbettrestaurantgroup.com
Dave Scerbo Agent dave@corbettrestaurantgroup.com
Brian Savva Agent bsavva@corbettbrands.com
Russell Carlone Agent rcarlone@corbettbrands.com
CORBETT Restaurant
Corbett Brands Division
CORBETT BUSINESS GROUP
Corbett Business Group
Website: www.corbettbusinessgroup.com
At Corbett Business, we specialize in Business Sales & Acquisitions. We treat the purchase of every business as if it were our own. As successful Business Owners and Business Brokers prior to joining Corbett, all our executives know how to qualify and screen all on-sale business’s and qualify the true market value of your future business.
With 75 years of combined industry experience we use a proven system to manage the buying process from start to finish.
Brokers and Agents
Todd Corbett Smith Founder & Managing Partner todd@corbettbrands.com
Marty Bloom Vice President / Broker marty@corbettbrands.com
Charles Smith CA Managing Broker charles@corbettbrands.com
Chris Efstathiou Broker chris@corbettbrands.com
Chris Farrell Agent cfarrell@corbettbrands.com
Pete Farrell Agent pfarrell@corbettbrands.com
Brian Savva Agent bsavva@corbettbrands.com
6 Page
CORBETT Business Sales & Acquisitions
ELITE STANDARD
THE CORBETT HUB
Corbett Brands Division
Corbett Hub
Website: www.corbetthub.com
From Main Street to Mid-Market, Tap Into The Hub’s Powerhouse Deal Makers Network.
Take the hassle out of selling your clients’ business with our solution, designed to make it easier than ever before! Our comprehensive approach, industry knowledge, and resource connections will allow you to transition from listed to sold even faster, so you can focus on what matters most–filling your sales pipeline.
Founding Members (New England Hub)
Todd Corbett Smith
Corbett Restaurant Group Founder & Managing Partner todd@corbettbrands.com
Robert Flynn
United Brokers Group, LLC Managing Partner r.flynn@unitedbrokers.com
Marty Bloom
Corbett Restaurant Group Vice President / Broker marty@corbettbrands.com
Joe Levanto CRE Brokerage Principal joe@creboston.com
Chris DiGuisepppe Realty Partners Northeast Director of Real Estate chris@realtypartnersnortheast.com
Jim Conway Conway Commercial Group Broker jim@conwaycommercial.com
8 Page
CORBETT
Boston Valuation Services
BOSTON VALUATION SERVICES
Corbett Brands Division Website:
Boston Valuation Services matches client business valuation requirements with the appropriate experienced and credentialed expert. The business valuations are provided by the following classes of credentialed experts with an emphasis on referring experts who meet one or more of the SBA Qualified Source Credentials.
We routinely support attorneys, lenders, brokers, and CPA firms and their clients with realistic valuation reports for business transactions including fairness opinions. Generally, several valuation methods will be utilized with industry specific databases providing current earnings multiples or other practical metrics such as percentage of revenue.
Calculations of value for small and middle market businesses are a major area of focus for Boston Valuation Services—especially for SBA lending candidates.
Leadership
Robert Flynn Founder & Managing Partner rflynn@unitedbrokersgrp.com
Owner and Managing Member of United Brokers Group LLC, Robert Flynn is Founder & Managing Partner in Boston Valuation Services as well as a licensed Broker in Rhode Island and Massachusetts.
Robert has been a business broker and intermediary for over twenty years and is active in the Rhode Island, Massachusetts, and Connecticut markets.
7 Page
www.bostonvaluations.com
BRAND MANUAL
BANKING AND LENDING PARTNERS
Banking Partners
Do you want to finally buy that property you’ve been leasing for years? Need to renovate? Replace some expensive equipment? Going ground-up on a second location? Or looking to buy a third?
Many banks shy away from restaurant loans. Not Celtic Bank. They know how tough it can be for restaurant owners to access capital. They understand your industry is hyper-competitive, asset-heavy, and that you often have to pivot quickly to keep and attract patrons.
Having transacted tens of millions of dollars in restaurant financing last year alone, Celtic Bank offers quick approval times and an effortless funding experience.
Benefits of Partnering with Celtic Bank:
• Top 5 SBA Preferred Lender
• Has provided over $245MM in funding for 400+ restaurants
• Rates that range from WSJ Prime + 1.75% to 2.75%
• Terms of up to 25 years
• As little as 10% down
• No balloon payments
Live Oak Bank’s seasoned lending experts collaborate with business brokers nationwide to help finance business acquisitions across most industries utilizing both the SBA 7(a) program and conventional financing.
With the ability to offer flexible underwriting for credit requests from $500,000 up to $9 million with no minimum collateral requirements, particularly shining in handling credits in the $2,000,000 plus range.
Experience the Live Oak Difference:
• SBA Preferred Lender
• Acquisition lending team with extensive SBA expertise, lending over $2 billion to small businesses nationwide
• Streamlined process through Live Oak’s specialized underwriting and closing acquisition team
• Competitive rates
• Flexible equity requirements
• No financial covenants
• No prepayment penalties for loan terms under 15 years
• Flexible terms: up to 10 years for business purposes and 25 years for real estate
9 Page Live Oak Bank Celtic Bank
Restaurant and Business Lending Business Lending
Business Loans and Capital Lending ELITE STANDARD
EQUIPMENT LEASING PARTNERS
BRAND MANUAL
LEAD SOURCES
Cold Calls Paid Ads
LEAD SOURCES
Networking Groups Advertising/Mail Guerilla Marketing
Network & Deal Pipeline
Salesforce - Tracking & Management
AGENT
PIPELINES CBG CRG HUB BVS BCRP Deal Funnel Offer P&S Due Diligence License Close
ELITE STANDARD
CORBETT BRANDS
DEAL FUNNEL
Networking Groups
CRG
Restaurant Listings
CBG
Sales and Acquisitions
AGENT
Network & Pipelines
BVS
Boston Valuations
CRE - AGENTS
Leasing & Building RE Sales
Business Brokers
ASHURAS_SHARIF
DEAL FLOW CHART
D
Collect P&S Deposit Send to Office or Todd P&S/APA Drafted By Buyer or Seller Contact Lindsay w/ deal info & photo Collect Offer Deposit / Deposit or Send to Office/Todd Collect Both Parties Attorney Contact Info for Office Lease Assign or Real Estate Sale Transfer Assigned to Agent Listing Meeting (Gather Intel) Offer Stage Agent / Broker Lead Head Office Head Office Create Deal File in Salesforce Introductory Email Goes Out to All Involved Parties Send P&S/APA Out For Signature (if applicable) Prepare Offer Letter / Send Out for Signatures Prepare Listing Agreement & Go Live Once Signed Communicate Transaction Dates To Lauren in Timely Manner Prepare Closing Package & Invoice for Services / Close Deal / Pay Commissions
Deal
(Referrals, Co-Broker) Lauren Add Names, Email Addresses & Phone #s To Deal File T a k e a p h o t o w t h s e l l e r s o r b u y e r s i n f r o n t o f t h e b u s i n e s s a n d s e n d i t t o L i n d s a y ASHURAS_SHARIF
Deal Sources
Flow
LEVERAGE THE CORBETT BRANDS TEAM and NETWORK for your clients. Access the MASTER LISTING TRACKER and AGENT
CONTACT LIST in the Agent Resource Folder. They will provide agent information and real-time tracking of all of Corbett’s listings nationwide.
Training Manual BRAND GUIDELINE