Lynnea Miller, Premier Real Estate Service in Central Oregon (Bend Premier Real Estate)

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Rainmaker
3,362,459
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

I haven't faced this situation in real estate but in other careers. Be honest.  It's business. 

Sep 26, 2018 09:15 PM
Rainmaker
3,209,384
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Well since he is a CPA you better have a good one lined up to replace him and indeed if he does not see it  and looks at it as a business decision the answer is easy: You looked at it as a business decision and wish him the best and hope he loses all the referrals you gave him and you as well, Endre

Sep 26, 2018 10:18 PM
Ambassador
3,355,078
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

Simply ask for a meeting to retrieve your files, let him know your displeasure and see if he wants to keep your business. 

Frankly, I believe he made his bed, now he must lie in it, Lynnea.

Good luck! 

Sep 26, 2018 09:51 PM
Rainmaker
3,133,625
Nina Hollander
Coldwell Banker Residential Brokerage - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

I have "fired' long term vendors and often what brings it about is a major incident or series of incidents that have been discussed so it's not a surprise when I retain a new vendor. With other vendors, I just quietly stop using them and wait for them to contact me and find out why.

Sep 27, 2018 04:41 AM
Rainmaker
3,054,284
Richard Weeks
Dallas, TX
REALTOR®, Broker

Ask him to work with you on promoting residential real estate.

Sep 27, 2018 04:10 AM
Ambassador
4,269,509
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

Sounds like they have made their decision, now you need to make yours.

Sep 27, 2018 04:55 AM
Rainmaker
546,495
Maria Sapio
Keller Williams of Central PA - Carlisle, PA
Real Estate Agent- Carlisle, PA. Mariasapio.com

He has made a business decision and so must you.  As challenging as it is, have an honest conversation about his decision and the one you must make in this present moment.

Sep 27, 2018 03:27 AM
Rainer
186,842
Raj Taj
RE/MAX - Lake Bluff, IL
Drive By Blessings!

He took the initiative to make a decision, now it's your turn. Send him a lovely Godfather card (after your presumptive decision to fire him) with the words..."It's not personal-it's just business".

Sep 26, 2018 10:01 PM
Rainmaker
1,166,792
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty

No, not yet. 

Sep 27, 2018 08:25 AM
Rainmaker
3,303,479
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Business is business. Recruit the competition for a merger or move on!

Sep 27, 2018 06:16 AM
Rainmaker
4,797,473
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Just tell him.

Sep 27, 2018 06:01 AM
Rainmaker
4,491,482
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Lynnea,

We had a brilliant graphic designer.  He just could not get it together to do his work as promised.  We told him that we could not work this way.  Gave him many chances...A

Sep 27, 2018 05:34 AM
Rainmaker
776,790
Doug Dawes
Keller Williams Realty - Topsfield, MA - Georgetown, MA
Your Personal Realtor®

Yes, I fired my previous dentist but that's a long story

Sep 27, 2018 04:52 AM
Rainmaker
592,072
Peter Mohylsky
PrimeSouth Properties - Santa Rosa Beach, FL
Let me help you find your path to the beach.

Take care of your interests, have a plan and execute it.  

Sep 27, 2018 02:11 AM
Ambassador
2,358,241
Fred Griffin, on leave of absence from ActiveRain
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

   What a jerk.  Give it time; he will lose his money and his reputation.

Sep 26, 2018 11:16 PM
Rainmaker
1,602,856
Evelina Tsigelnitskaya
SIB Realty - Sunny Isles Beach, FL
www.SIBRealty.org 305-931-6931

Yes, sometimes. Mostly it is contraction workers.

Sep 27, 2018 08:24 AM
Rainmaker
933,096
Thomas J. Nelson, Realtor, ePRO, CRS, RCS-D
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

Yes, I had to fire my TC of 10 years, my escrow & title of 12 years and  2 roofers and a painter unfortunately in my 18+ year career.

I fired my CPA too. 

All at some point pulled a big issue "no-no" and instead of owning their mistakes and apologizing, they got defensive and rude - unprofessional and in 4 of these cases I was shocked given a decade or more of service.

I simply didn't hire them the next time and moved on. None ever followed up to find out why they were no longer getting work, so I assume it was mutually understood.

Sep 27, 2018 07:31 AM
Rainmaker
2,800,246
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

Yes, I have.

It is unfortunate that the person does not see the conflict of interest. 

Sep 27, 2018 06:56 AM
Rainmaker
1,622,006
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co. Notary Services, retired Realtor

Yes, very similar circumstances Lynnea Miller . It's always disappointing especially when you have been referring them for years.

Sep 27, 2018 06:01 AM
Rainmaker
3,021,733
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

I think i would find a new cpa too and let him know why. I had to let a contractor g. They were my go to guys. I would call and they were there. Then they started to charge near double without notice. Then did not show up. They took advantage and were quickly replaced.

Sep 27, 2018 05:51 AM
Ambassador
1,644,760
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

We just quit our real estate attorney. Told him he didn't deliver value and gave us wrong information.

Sep 27, 2018 05:27 AM
Rainmaker
768,063
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Hmmm, if I read this correctly, another brokerage asked him to co-market before you did (if you ever intended to). Many lenders co-market with multiple agents.

He HAS delivered EXCEPTIONAL service(s) to you and your family and business. 

I need to ask, "Exactly what did you expect?"

Then one must ask, "Is the CPAs arrangement EXCLUSIVE?" IF not go and do likewise.

When I encounter the 'need to fire' I try to base it on performance. Sometimes I just don't like them anymore. When folks are not longer enjoyable to work with or have committed BETRAYAL then I have no problem bring in the back up.

Sep 27, 2018 04:51 AM
Rainmaker
5,425,106
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Just move on when you are no longer satisfied with the quality of the services or the conduct of the provider.

Sep 27, 2018 08:17 AM
Ambassador
4,013,782
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

Yes, I stopped using a long-term vendor I had referred a great deal of business to. I had called the owner about the concerns but never got a call back. End of story.

Sep 27, 2018 08:09 AM
Rainmaker
1,022,144
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

I fired my escrow officer after knowing her and her father all my life. I help the family to load grocery and heavy loads into their car. They sold their dad's home with another realtor after suggesting keep me in mind. 

 

Sep 27, 2018 06:57 AM
Rainmaker
5,038,332
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
Marketing Agent for The Todaro Team

I would not have a problem calling him and telling him I no longer need his services.... period.

Sep 27, 2018 02:57 PM
Rainmaker
4,432,267
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

No.

Sep 27, 2018 02:47 AM
Rainmaker
2,464,514
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

I had many a session that led up to the firing so when the last straw situation presented itself I acted swiftly and without hesitation...

Sep 27, 2018 06:16 PM
Rainmaker
852,021
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

I've had to fire many handymen over the years, but not my accountant who I've been with for 28 years and my husband for 35!

When it comes to firing, my husband does it best so I let him deliver the bad news

Sep 27, 2018 05:41 PM
Rainer
166,665
Don Baker
Lane Realty - Eatonton, GA

I wouldn't give up my CPA even if they opened their own brokerage.  They are good CPA and that's what I hire them for.  Now if they started doing a crappy job on my taxes I'd fire them.

Sep 27, 2018 02:04 PM
Rainer
239,797
J.R. Schloemer, CRS
Kentucky Select Properties - Louisville, KY

I would tend to agree with Debe Maxwell, CRS. You have to do what’s best for you, just as he has done. 

Sep 27, 2018 01:49 PM
Rainmaker
1,247,467
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Richard Weeks has the same advise I do.  Partner with him on residential.  1031s, etc.

Sep 27, 2018 09:21 AM
Rainmaker
377,410
Susie Kay
Ultima Real Estate - Plano, TX
North Dallas Specialist

Ask him to promote your business, too, as another referral partner.  I refer my buyers to  more than one lenders so they can decide which one suits them.  My previous broker said that agents should always gave out more than one referrals. 

Sep 27, 2018 07:08 PM
Rainmaker
1,039,798
Dave Martin (703) 585-4687
Fairfax Realty - Fairfax, VA
Making Realty Dreams a Reality #WeWillGetYouHome

Is there any reason he can't work with you to promote things as well? 

Oct 03, 2018 07:08 PM
Rainmaker
1,140,970
Joyce Marsh
Regal | Christie's International Real Estate - Orlando, FL
Regional Manager Regal Christie's Int'l Realty

This is a tough decision, but business is business.  I would only do what is in "your best interest" 

Sep 29, 2018 07:08 AM
Rainmaker
3,204,332
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

It time we have a career adjument talk for you.


Sep 28, 2018 03:18 PM
Ambassador
2,878,982
Anna Banana Kruchten - Phoenix Homes Sales
Phoenix Property Shoppe - Phoenix, AZ
603-380-4886

Well it appears as if it is  conflict of interests and he knew you were heading in the commercial arena, no getting around that. And yes I have let  a long term vendor go.  I was shocked to hear what he said to one of our cients after all these years - and that kind of behavior doesn't fly with me. Never ever.

Sep 28, 2018 10:19 AM
Rainmaker
749,795
Jeff Pearl
RE/MAX Distinctive / LIC in VA - Lovettsville, VA
Full Service Full Time Realtor

I don't see any problem or conflict of interest. Title companies, attorneys, CPA's, etc all provide their services to others. I'm sure he will keep your information confidential. Since he has a long history of providing you with "amazing" service, it might be worth sticking with him. As someone once said " I don't worry about the competition, let the competition worry about me."

Sep 28, 2018 04:52 AM
Rainer
247,648
Matt Hendricks
Home and Family - Louisville, KY
Love my family, my wife, kids and our lives

Great question wish I had a great answer for you

Oct 06, 2018 09:51 AM
Rainmaker
145,160
Damon Botticelli
Silver State Realty & Investments - Las Vegas, NV
Realtor - Las Vegas Real Estate

Vendors can change for the better and for the worse. I rarely feel the need to make it final with a formal "you're fired!" but if there are persistent issues I will stop using them let them know why I decided to hire someone else at this time. In most cases I like to leave the door open for future business if they can earn it back.

Regarding your cpa, I don't understand the conflict. I would expect a CPA would advertise and partner with multiple real estate companies, like many lenders do. ...and title companies. 

Oct 01, 2018 01:01 AM
Ambassador
2,869,448
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

I have fired long term vendors, but only for doing a poor job for me.  I'd never fire anyone for a business decision that benefited them without harming me. 

Sep 30, 2018 09:32 PM
Rainmaker
3,983,315
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I tell them what theissue is and give them a chance to correct it

Sep 30, 2018 08:10 PM
Rainmaker
4,107,206
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I fired my CPA a couple of years ago too.   Sometimes there is good reason!

Sep 30, 2018 05:09 PM
Ambassador
3,983,177
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

I have fired more than one and I told the vendors why and that if the problems were resolved to let me know and we could again talk about doing business together.

Sep 30, 2018 03:32 PM