Our process

Complete the Client Intake Form so we can confirm your sale details, timeline, and exchange structure. This allows us to prepare the correct paperwork and coordinate with your closing parties early.

We schedule a brief consultation to confirm your goals and key dates, then set up your exchange file. You will receive clear next steps, required documents, and a simple checklist so nothing is missed.

You then sign the Qualified Intermediary agreement and exchange documents needed to formally establish the exchange. This step must be completed before your sale closes to keep the exchange eligible.

We coordinate with your title company, escrow officer, attorney, or broker to ensure exchange language and wiring instructions are correct. This keeps proceeds from being received by you and supports compliance.

At closing, the sale proceeds are sent to the Qualified Intermediary and held in accordance with exchange requirements. You receive confirmation and a clear timeline for the next steps.

Within 45 days of the sale closing, you must identify your replacement property options in writing. We provide a structured identification template and help you submit it correctly and on time.

You evaluate your identified properties, negotiate terms, and move toward contract. We stay available to answer process questions and help coordinate documentation as your deal progresses.

You must close on your replacement property within 180 days of the sale closing. We help coordinate with the settlement parties to ensure the exchange documentation and funding flow are handled correctly.

When you are ready to close on the replacement property, the Qualified Intermediary disburses the exchange funds according to the settlement statement and exchange instructions. We confirm completion and provide final documentation.

After the exchange closes, we provide organized records and documents to support your tax filing and reporting. We also remain available for follow up questions and future exchange planning.