allen tate executive relocation

9
ALLEN TATE RELOCATION Relocation without Boundaries

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Page 1: Allen Tate Executive Relocation

ALLEN TATE RELOCATIONRelocation without Boundaries

Page 2: Allen Tate Executive Relocation

ALLEN TATE RELOCATION IS A FAMILY BUSINESS• Allen Tate Companies is the 9th Largest Real Estate Company in the United States

• Founding Member of Leading Real Estate Companies of the World

• Head Quartered in Charlotte, NC

Page 3: Allen Tate Executive Relocation

ALLEN TATE RELOCATION SERVICES

• Policy Development

• Counseling Transferees

• Relocation Packet Distribution

• Home Finding Assistance

• Rental Assistance /Temporary Living

• Tax Consultation

• Candidate Services

• Marketing Assistance

• Household Goods Shipment

• Mortgage Services

• Insurance Services

• Group Moves

Page 4: Allen Tate Executive Relocation

OUR NETWORK

OVER ONE MILLION TRANSACTIONSVALUED

AT $314 BILLION IN ANNUAL HOME SALES

OVER 500 FIRMS

3,500 OFFICES

120,000 SALES ASSOCIATES

NEARLY 50 COUNTRIES

Page 5: Allen Tate Executive Relocation

LUXURY PORTFOLIO

INTERNATIONAL3,500 offices

120,000 associates

$314 billion in sales last year,

1Million transactions in over 50 countries.

Page 6: Allen Tate Executive Relocation

OUR PROCESS

Step 1

Partnership Agreement and Policy

• 1 year agreement signed by company

• Allen Tate Relocation creates relocation policy for company

• Meets with Human Resources and Procurement to finalize custom relocation process

Step 2

Relocation of Employees

• Company Human Resource offers relocation outline and

allowance to employee

• Company HR contacts Allen Tate Relocation

• Allen Tate Relocation conducts needs assessment of

employee

Continued…

• Allen Tate Relocation assist employee with selling current

home, identifies new home, shipping household goods,

destination services (schools, drivers licensing, utilizes,

etc.), mortgage services, etc.

• Allen Tate Relocation offer relocation consultation

services such as tax liabilities and efficiency

Page 7: Allen Tate Executive Relocation

OUR PROCESS CONTINUED

Step 3

Continued…

• Employee relocates

• Allen Tate Relocation communicates with company

HR

• Allen Tate Relocation conducts survey of services

Step 4Program Maintenance

• Allen Tate Relocation and Company HR meets bi

annually to review policies and procedures

THE ONLY EVENT IN WHICH ALLEN TATE RELOCATION WILL INVOICE COMPANY IS IF EMPLOYEE LEASES A HOME. THE RENTAL

FEE IS A ONE TIME $650.00 FEE.

Page 8: Allen Tate Executive Relocation

Ongoing Clients

Page 9: Allen Tate Executive Relocation

TESTIMONY

LETTER FROM LUKE KISSAM, CEO OF ALBEMARLE CORP. TO PAT RILEY, CEO OF ALLEN TATE COMPANIES