DISCOVERING NEW LANDS WITH EXTRAORDINARY NAVIGATION

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1 DISCOVERING NEW LANDS WITH EXTRAORDINARY NAVIGATION RELOCATION SERVICES

2 As the road to discovery begins, we provide the framework and resources our clients need while connecting every transferee to their new home, city, neighborhood and community. RELOCATION SERVICES

3 Briggs Freeman Sotheby s International Realty Relocation Services brings white glove service to corporate relocation. Creating a new life in a new location is about much more than finding a home and shipping boxes and furniture. At Briggs Freeman Sotheby s International Realty Relocation Services, we use our experience to assist in every aspect of a corporate move. With a personalized, high-touch approach we customize relocation programs to meet the business goals and objectives of our clients. By focusing on what matters to you competitiveness, cost savings, recruiting and retention we serve as your business partner in industries that range from hospitality and manufacturing to healthcare, telecommunications, oil and gas and more. Our dedicated and certified team of relocation professionals brings incomparable experience, availability and accountability to our clients and their transferees. We provide the framework and resources our clients need while connecting every transferee to their new home, city, neighborhood and community from locating the perfect home to finding the best dry cleaner in town. As a specialty boutique, we offer a depth and breadth of services that are respected in the industry, and with our global affiliations we have the resources to service a wide range of clients, from large corporations to small start-up companies and relocation management companies. Our fresh approach to relocation is perfect for anyone seeking executive servicing of their company s greatest assets their employees.

4 MEETING NEEDS AT EVERY LEVEL Relocation Services Briggs Freeman Sotheby s International Realty Relocation Services is a turn-key boutique ready to assist with relocations of any size and destination locally, nationally and internationally. We listen and develop customized solutions to meet relocation needs at every level. For the Corporate Client: For the Relocating Employee: Advisory and Consulting Services: Relocation services include: Policy design and development Policy counseling Tax gross-up methodology and consulting Home marketing assistance Policy benchmarking Home sale services Policy counseling with your employee(s) Household goods management Exception management Home search assistance Program re-design Rental finding assistance Group move management Inventory management Industry trends and legal updates Settling-in services Temporary living Supply Chain Optimization: Mortgage services Select, monitor and train partners Banking/credit assistance Governance and risk management Closing assistance Compliance and audit Relocation Tax Guides Real estate expertise and training And much more We listen and develop customized solutions to meet relocation needs at every level Expense Management and Reporting: Cost-of-living analysis reports Lump sum administration Reimbursement requests Expense audit and disbursement Gross-up processing Payroll and tax reports Management reporting Vendor invoice audit and billing/payments Hypothetical tax calculations Cancellation of allowances/payments Expense coordination

5 RELOCATION SERVICES

6 RELOCATION SERVICES

7 Advocate Counselor Advisor Friend Resource Partner WORKING WITH US We create solutions for our clients Our clients choose us because we combine a fresh approach to relocation and a strong track record of success. We create customized, flexible programs and deliver extraordinary customer service while providing the agility and personal touch of a smaller, more flexible organization. Q: How do we get started? A: The first step is learning about your company s existing policies and relocation program. Once our team understands what you re currently offering and where your pain points are, we customize a program that meets your needs and provides smart, cost-effective solutions. Q: How do you connect us with the right people to ensure a successful move? A: We have longstanding relationships with top-level suppliers who work as our partners in meeting your company s relocation needs. We also work with trained and certified relocation brokers who have dedicated relocation departments that can provide the highest quality service. Q: How do you assist companies looking to reduce costs? A: Our Relocation Services team reviews your current policies and previous exceptions to determine what offerings are outdated and which costs are out of proportion. We focus on creating customized solutions that combine financial value and high customer satisfaction. We can also design pre-move budgets that allow you to manage your costs from the start. Q: What makes Briggs Freeman Sotheby s International Realty Relocation Services different? A: As an affiliate of one of the oldest and most reputable luxury brands in the world, we are well versed in working with executives who expect and receive high-tech, high-touch service. Because of our experience, reputation and innovative approach, we are able to offer the agility of a boutique with the reach of a global provider. We truly are a fresh approach to relocation. SUPPLIER MANAGEMENT We deliver the highest standard of service With the number of suppliers involved in an employee s relocation or assignment, effective supply chain management is crucial to the success of a company s mobility program. That s why our suppliers are continuously vetted, trained and evaluated to ensure the very best results. Briggs Freeman Sotheby s International Realty Relocation Services is a true partner in every use of the word. They treat each of our employees as part of the family and work effectively with our team to anticipate needs and solve problems. Michael Karicher, Vice President, Human Resources, Golden Living.

8 Clients from all over the world rely on Briggs Freeman Sotheby s International Realty to deliver market knowledge and extraordinary service with the highest level of integrity. We have a full-service boutique relocation firm that listens and develops customized solutions to meet relocation needs at every level. We look forward to working with you. Robbie Briggs President and CEO For more information or to begin working with us, please contact: RELOCATION SERVICES Briggs Freeman Sotheby s International Realty Relocation Services 5600 W Lover s Lane #224 Dallas, TX Ginny Taylor, CRP SGMS SVP Relocation Services ginnytaylor@briggsfreeman.com

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