No Cost ConsultingOur staff offers free consulting, by phone or in person, to help you understand your specific exchange scenario. All exchanges are structured to meet the requirements of your individual situation.
Professional CoordinationWe serve as the Qualified Intermediary and work closely with you to assure that your transactions go smoothly. We keep your team of professionals informed, including your Real Estate Agent, Attorney, Lender and Accountant.
Document PreparationWe prepare all of the necessary documents to facilitate a successful exchange. We are able to provide rush documentation if necessary.
AccountingAt the conclusion of your exchange, we prepare a final accounting statement which summarizes all of the transactions involved in your exchange. This is a vital tool for your accountant in preparing your tax return.
Education and Explanation
We are experienced in all types of exchange transactions and will help you select the best service for your particular situation, including Deferred, Improvement, Reverse and Multi-Asset Exchanges. We pride ourselves in educating our customers and we take the time to explain complications that may arise to ensure you understand the process, deadlines, documents and responsibilities.