A technology-forward qualified intermediary trusted by sophisticated investors and family offices to facilitate fast, transparent exchanges; co-founded by Jon Hilley (formerly of Goldman Sachs and H.I.G. Capital's Brightpoint Capital), it offers standard, reverse and improvement exchanges nationwide. The firm has raised $10 million in growth capital and acquired Safe Harbor Exchange (2024) to fuel a nationwide expansion.
$500K and up
National
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Naples, Florida qualified intermediary serving clients since 2003 (over 22 years), founded by Andy Gustafson, a Certified Exchange Specialist; handles forward, reverse, improvement, leasehold improvement and international exchanges across farm/ranch, commercial, residential and mixed-use property.
A small, independent Iowa qualified intermediary focused solely on Section 1031 exchanges, led by founder Ken Tharp, a Certified Exchange Specialist; handles standard, reverse, improvement/construction and vacation-home exchanges with expertise in related-party and Midwest farm issues. Member of the Federation of Exchange Accommodators.