Education
Exchange Strategy Consultation
Initial exchange feasibility analysis, timeline planning, and intermediary selection guidance.
What is included
This service keeps your exchange aligned with IRS guidance and the lender, intermediary, and attorney teams supporting you.
- • Intake review covering gain, basis, and financing targets.
- • Calendar control for the 45 day identification and 180 day close.
- • Secure document exchange for intermediaries, attorneys, and lenders.
Frequently asked questions
How does this service support Denver?
Exchange Strategy Consultation keeps Denver, CO exchanges aligned with local lending, intermediary, and attorney requirements so deadlines never drift.
What do you need to begin Exchange Strategy Consultation?
We confirm relinquished sale status, estimated gain, and lender expectations for every Denver, CO project before kicking off exchange strategy consultation so there are no surprises.
Does Exchange Strategy Consultation cover compliance reporting?
Yes. We document every milestone and supply your CPA or attorney in Denver, CO with organized records generated during exchange strategy consultation support.
Where we deliver exchange strategy consultation
Launch exchange strategy consultation
Share your objectives and we will confirm intermediary fit, diligence needs, and reporting steps.
Tell us about your exchange
Mention exchange strategy consultation so we can prefill workflow steps before the first call.
Ready to Start Your 1031 Exchange?
Contact our Denver-based team for expert guidance on your Colorado 1031 exchange.