How to Exit your Business Properly if you own Real Estate with Caleb David

In this episode of Scale to Exit, host Alejandra Santos sits down with Caleb David, Commercial Director at Keller Williams and seasoned real estate broker, to explore the hidden side of business exits: your real estate.

From negotiating leases to positioning properties for investors, Caleb shares how business owners can maximize value when selling both their company and their commercial assets. But this conversation goes deeper than square footage and cap rates — Alejandra and Caleb dive into identity shifts, burnout, community, and healing when it comes to making big transitions in business and life.

You’ll learn:

• The three ways owners can structure a sale when real estate is involved

• How lease assignments vs. assumptions impact liability during an exit

• Why timing, financial records, and even a $40K HVAC system can make or break a deal

• The importance of the right broker — and red flags to watch out for

• How slowing down, checking your ego, and aligning with your values matter as much as the numbers

Whether you’re a founder with a storefront, a doctor with a practice, or a CEO thinking about selling both the business and the building, this episode unpacks the practical and emotional sides of scaling and exiting with real estate.

 

You can find Caleb David

https://www.linkedin.com/in/calebdavid/