How to Sell (or Buy) a Property Management Company in 2026: Our 9-Step Process

How to Buy (or Sell) a Property Management Company: Our 9-Step Process In this episode of the Everest Property Management Show, Matthew Whitaker and Gray Hall break down their exact 9-step process for buying and selling property management companies—based on 30+ real acquisition deals across multiple markets. Whether you're a property manager thinking about your exit, or an operator looking to scale faster through acquisitions, this episode walks through the real-world playbook: from finding deals and valuing a PM business, to due diligence, LOIs, financing, closing, and post-close integration. 📍 Learn more about growing or selling your property management business at: https://www.pmpath.co/?utm_source=Youtube&utm_medium=EPMS&utm_campaign=episode 0:00 - Our 9 Step Process 4:14 - Step 1: Initial Outreach & Prospecting 18:47 - Step 2: Initial Meeting (First Call With Prospective Buyer) 29:05 - Step 3: NDA + Initial Data Collection 40:58 – Step 4: Valuation & Initial Negotiation 52:36 – Step 5: Letter of Intent (LOI) 57:32 – Step 6: Due Diligence + Financing 1:07:57 – Step 7: Final Negotiation & Purchase Agreement (PSA) 1:15:07 – Step 8: Closing the Deal 1:23:21 – Step 9: Post-Close Transition & Seller Exit