QUALIFIED INTERMEDIARY · NATIONWIDE SERVICE
Start Your 1031 Exchange
Fill out the form below and attorney Steve Wolterman, CES will reach out to discuss your exchange. No obligation. Nationwide service.
Call 513-586-6879
Tell Us About Your Exchange
WE WILL CONTACT YOU WITHIN ONE BUSINESS DAY
434 W Loveland Ave. Loveland, OH 45140
Serving clients nationwide
How the Process Works
Three steps from first call to completed exchange.
Call Us Before You Close
The single most important rule in a 1031 exchange: you must engage a qualified intermediary before the sale of your relinquished property closes. Once the proceeds touch your hands, the exchange is disqualified. Call us as early as possible — even before you list.
We Prepare Your Documents
We draft the exchange agreement, assignment of your purchase and sale contract, and escrow instructions directing the title company to send proceeds to our qualified escrow account. Everything is signed before your closing date.
- Exchange agreement and QI designation
- Assignment of purchase and sale agreement
- Escrow instructions to the title company
- Identification notice template
Close, Identify, and Acquire
After closing on the relinquished property, you have 45 days to identify replacement properties in writing and 180 days to close on the replacement. We track your deadlines, hold your funds securely, and coordinate with the replacement title company to complete the exchange.