Partner Referral Program Guide

• Over 20 years of 1031 exchange experience

• Certified Exchange Specialist™ (CES) credentials since 2003

• Licensed attorney providing extra security and expertise

• Local presence in Pierce, Thurston, Kitsap counties and Wenatchee area

• Same-day response to all partner inquiries

• Member of Federation of Exchange Accommodators

1. Identify a client with potential 1031 exchange needs during their real estate transaction

2. Submit the client's information through our Partner Portal intake form

3. We contact you and your client within one business day to confirm and discuss

4. We handle all exchange documentation, compliance, and fund management

5. You maintain the client relationship throughout the process

We offer customized marketing materials featuring your company branding:

• Educational brochures and flyers

• Client presentation decks

• 1031 exchange educational handouts

• Joint marketing opportunities

Contact us to discuss co-branding options for your practice.

Ready to add 1031 exchange expertise to your client services?

Contact Jeff Helsdon at 253.677.1031 or [email protected]

Or visit our Partner Portal at /partners to submit your first referral.