How It WorksProcess · Engagement

From first call to live closings — without the mystery.

A clear sequence: scope the pipeline, model the economics, document the structure, then close on schedule. No pitch theater.

01

Intake & pipeline scope

We start with your unit mix, price points, phases, markets, and who currently handles title and escrow. Rough numbers are enough — polished decks are not required.

We also note lender relationships and any buyer-side expectations that could affect settlement-provider choice.

02

Model both paths

Side-by-side ABA vs. Butler rebate projections against your volume and sell-out pace, including sensitivity around rebate share.

You leave this step knowing which structure fits now — and whether a bridge rebate makes sense while an ABA is documented.

03

Counsel review

Your counsel (or ours, if invited) reviews structure, disclosures, and escrow protocols before anything is signed.

Disclosure language, no-required-use language, and settlement treatment are settled in writing — not left for the first closing.

04

Document & stand up

Corporate docs, Affiliated Business Disclosures (when applicable), rebate terms, and closing workflows are built to your construction schedule.

The goal is simple: the program is live when units are ready, not the other way around.

05

Live closings & iteration

As phases close, we track economics, cure issues at deal speed, and adjust workflows as volume scales.

Many clients start on Path B (rebate) and graduate to Path A (ABA) once multi-project volume justifies ownership.

Working together

Clear inputs. Clear deliverables.

What you bring

  • Approximate closings or units in phase
  • Average / range of sale prices
  • Project type and timeline
  • Current title arrangement (if any)

What we bring

  • Modeled economics for both paths
  • Structure and disclosure documents
  • Escrow and closing operations
  • Attorney oversight on every file
Next step

Ready to walk your pipeline through the process?

Thirty minutes is usually enough to know whether rebate, ABA, or wait is the right next move.

Schedule a Call
1605 MAIN ST · SARASOTA