Reinforce the Confidence Your Clients Have in You
As a partner in our Referral Program, you are able to further enhance the relationship you have with your clients by working with the leading independent Qualified Intermediary in the nation. Indeed, we provide your clients with an unparalleled level of 1031 expertise, top-tier custodial banking partners, and proven technology-enabled solutions – all designed to smoothly facilitate even the most complex 1031 exchange transactions.
(Complexity Concept – We can answer the tough questions – what are some examples?)
Complimentary Consultations for Your Clients
Whether it’s your client’s first exchange, or they are a seasoned exchanger, chances are they will have questions about their 1031 exchange. By partnering with us, your clients have access to complimentary consultations with our team of 1031 experts led by our in-house counsel who developed significant 1031 guidance while working at the IRS National Office.