The house end of the plan you already built.
You handle the legal, tax, financial or care work. The house is usually the largest thing the family owns and the one asset nobody at that table works with directly. That is the part I take.
Not comfortable with a call? Just want to shoot me an email? Reach me at ryan@rigginsstrategicsolutions.com
How I am paid, before anything else.
You should know this before you consider handing me a client, so it goes first rather than in a footnote.
I never take the listing. When a family decides to sell, I hand them to a vetted agent in their market. That agent pays me a referral fee out of the commission that already existed, broker to broker, under a signed referral agreement. The family pays no premium and no added cost.
I earn that fee only if the family both decides to sell and uses the agent I pair them with. If they do not sell, I earn nothing. If they sell to a cash buyer, I earn nothing. Of the families I am carrying at any given time, most are not going to produce a fee, and that is a normal outcome rather than a failed one.
You pay me nothing and I pay you nothing. There is no fee in either direction between us, no contract and no MSA. The referral compensation described above flows between brokerages on the sale side only.
The full arrangement, including the NCAR referral form and the RESPA position, is written out on the referral terms page.
Who this is for.
Elder law and estate attorneys. Trust officers and trust companies. CPAs and fee-only advisors. Aging life care managers and private-duty home care owners. Placement advisors, senior move managers, and community directors. Business brokers working with owners who are retiring.
The pattern is the same across all of them. The plan is sound on paper. Then the house decides the timeline instead of the plan, because nobody was standing at that end of it.
What I actually do for your clients.
- Walk the property with a builder's eye and say what is worth fixing and what is not.
- Lay out every realistic path for the house and what each one actually nets, so the family sees the whole board before choosing.
- Hold the timing you set. When you tell a client not to move on the house yet, I am the one who makes it stick and who tells you the day something changes.
- Stand between the family and the cash-offer letters. I spent eight years writing those, which is why they do not work on me.
- Bring the right specialist for the asset, and stay involved through closing so the plan survives contact with the transaction.
Your relationship stays yours. I never pitch your service, I never try to replace you, and the family comes back to your office for the legal, tax, financial or care work.
What I never do.
- I never take the listing. Not for anyone, not ever.
- I never buy the house. If a family runs a cash-offer process, I bring real competing buyers and I am not one of them.
- I am never paid by a buyer, an investor, a facility, or a community. My compensation comes from one place and it is disclosed above.
- I do not give legal, tax or financial advice. That is your work and I hand it back to you.
When the house is not the only asset.
For your clients with larger estates, the question is usually not what the house sells for. It is whether it should be sold at all, and how it fits everything else.
By the time I meet these families there is already an attorney, often a trust officer, an advisor and a CPA. Every one of them has a plan for the proceeds. Frequently nobody has a plan for the real property itself, or for the second home, the rental, the land, or the business the client is retiring out of.
That is the gap I work in. Whether it needs to be sold at all, or whether it is passing to family and is structured the way everyone believes it is. Timing against the capital gains exclusion on a primary residence, which is $250,000 single and $500,000 married under Section 121 and which properties in this range often exceed. Whether holding until passing and resetting basis serves the family better than selling now. Whether a 1031 exchange moves other real estate into something that performs better.
I am not the attorney and I am not the tax person. I make sure the property stops being the piece nobody at that table is holding, and that the facts you need are on it when you make the call.
Where I work.
In person across the Triad, Greensboro, High Point and Winston-Salem, and now Alamance, Orange and Durham counties. My license is statewide in North Carolina.
Outside that footprint I still take the family. The education and the advising work anywhere by phone, and the referral goes to a vetted agent in their own market, which means a client who moved out of state is not a client I have to turn away.
How I use AI, stated plainly.
I use AI tools for research and for drafting. Every Roadmap and every written plan is then reviewed, revised and approved by me, a licensed North Carolina broker, before a family or a professional ever sees it. Nothing goes out that I have not gone through myself.
Client information never goes into free or public AI tools. Family details are handled only in private, paid tools, and any example used in published material is anonymized before it is drafted rather than after.
Let’s talk.
If you have a client right now where the house is holding up everything else, book a short intro call. If you would rather just see the work first, the Blueprint and the Roadmap are both no cost and there is nothing to buy in either one.
Not comfortable with a call? Just want to shoot me an email? Reach me at ryan@rigginsstrategicsolutions.com
Ryan Riggins is a licensed real estate broker in North Carolina (License #361546 with eXp Realty). Content is for educational purposes only and does not constitute legal, tax, financial or medical advice. Tax figures cited are general federal rules and are not advice about any specific situation. Always consult licensed professionals for your client’s circumstances.