3400 S. Tamiami Trail
Sarasota, Florida 34239
(941) 366-1300
FAX (941) 366-6973
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U.S. 1031 President
Jeff Riddell
As Your Qualified 1031 Exchange Intermediary, we lead you through the following steps to successfully complete your exchange:
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prepare the required exchange agreement between intermediary and exchanger
provide notification of the assignments to all parties
furnish instructions to settlement agents
establish qualified escrow account to hold proceeds from relinquished property
receive the 45-day identification notice for replacement property
deliver escrow funds for replacement property settlement
arrange for direct deeding of the properties
provide final accounting
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