The Details...

Deposits -- All of exchange proceeds generated by your 1031 operation will be deposited in accounts established at your bank. The amount of money deposited in the exchange accounts will depend on your marketing efforts with your clients. The better you are at letting your customers know of your ability to bank their exchange proceeds, the larger the deposit balance will be. It's entirely up to you.

Collateral Material -- our staff will generate drafts of brochures, business cards and letterhead for your approval. We will guide you, but you will have final approval for the layout and wording of these materials. If your goal is to make your new 1031 operation an extension of your bank, we'll incorporate your logo, colors and brand in the materials. Once we have final approval from you, we give you the digital files you need to have these materials printed. This means that you have control over the quantity, quality and cost of the materials -- you can use your usual printing company to maintain consistency with your other collateral. Our goal is to make the exchange company an adjunct of your bank.

Marketing -- in addition to the collateral material discussed above, we can provide you with articles to be published on behalf of your 1031 operation. And we can provide professional speakers and teachers to help you build your market, or to train your staff about 1031 exchanges to better help them develop your market.

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Branding Your 1031 Operation -- Our attorneys will set up an Limited Liability Company for your exchanges. You decide on the name for this LLC. While we typically own the LLC, you can own as much of it as you want -- it's your choice. In addition, our agreement with you allows you to take full ownership of the LLC whenever you desire. All the burdens of legal documents, tax reports, etc., for the LLC will be handled by us as long as we own a majority interest in the LLC.

Local Phone Number -- we establish a local phone number for your new exchange operation. This number will forward to our staff. In this way, calls to your local number will be answered by our professionals.

An amicable contract with us -- We enter into a contract with you to provide the service necessary to run your 1031 operation. Under this contract we will service your customer's exchanges, operate your 1031 operation, and will prepare the accounting and tax reports. In other words, you will subcontract with us to handle your exchange services.

As part of our arrangement with you, we are solely responsible for the exchanges. In this way we shield you from liability! The agreement also has an easy-out clause. If you ever want to hire your own staff and run your 1031 operation yourself, it is easy to terminate our service.

The best part of this arrangement is we are compensated out of the exchanges you generate. This means you don't pay us; your customers do when they do an exchange. This also means that if you have little or no activity, you are not carrying expensive overhead on your books. There is no ramp-up time -- your exchange department is profitable from day-one.