We research and develop tax deferred exchange solutions for reverse and complex exchange transactions for Exchangers from coast to coast.
While there can be many approaches to a given exchange scenario, it is best when the solution ensures the optimal result for the Exchanger.
The processes we utilize to accommodate and facilitate the needs of our clients have been developed with the assistance of leading legal minds.
State of the Art Strategies 80%
Optimized Approaches 70%
Executional Excellence 100%
«The Flexible Concept»
The first step in organizing the appropriate tax deferral strategy is to identify the ultimate goals and requirements of the Exchanger. From there we engineer the appropriate solution.
Creating the Optimal Approach
For any given exchanging scenario, there are several possible solutions. However, we will work with the various alternatives until we have tested and confirmed an optimal approach.
Execution and Compliance
We lead the industry in developing state of the art processes and creating solutions which are not only strategically advantageous, but also compliant within the context of the Exchanger's tax deferral needs.
Flexible Reverse BTS Solution
— Stan Freeman, President - Exchange Strategies Corp.
The Flexible Reverse Approach
The team behind the program
This flexible strategy was developed over a period of years of creating advanced reverse and complex exchange solutions for clients.