Banker Exchange
Banker Exchange is a Greenville, SC-based Qualified Intermediary founded in 1992 that facilitates Section 1031 like-kind exchanges for individual and mid-market real estate investors across South Carolina and Colorado, earning revenue through fee-based professional services and reverse-exchange capabilities via affiliate BEX Properties, LLC.
- Company typePrivate
- Founded1992
- HeadquartersGreenville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Banker Exchange does
Banker Exchange, LLC is a privately held Qualified Intermediary founded in 1992 by John Boyd and headquartered in Greenville, South Carolina. The firm facilitates like-kind exchanges under Section 1031 of the Internal Revenue Code, serving real estate investors and property owners who seek to defer federal, state, and local capital gains taxes on the sale of investment or business-use real property. Its core offerings span deferred exchanges, reverse exchanges (delivered through the wholly owned affiliate BEX Properties, LLC acting as Exchange Accommodation Titleholder), and improvement/construction exchanges, supported by online timeline and capital gains calculators and continuing education courses approved by the South Carolina and Colorado Real Estate Commissions.
The business operates as a fee-based professional services firm with no publicly disclosed pricing; engagement is quote-based and routed through direct client contact and a professional referral network of CPAs, tax attorneys, and real estate brokers. Its go-to-market is sales-led, supplemented by event-driven continuing education and community-led advocacy through Board participation in the Federation of Exchange Accommodators (FEA). The firm holds offices in Greenville and Charleston (SC) and Basalt and Denver (CO), and employs 1-10 people. Leadership includes Founder & CEO John Boyd, President Steve Chacon (CPA, CES, CDEI; former FEA President), and President & General Counsel Shonna Felkel.
The firm is privately financed with no external funding rounds, no parent company, no M&A history, and no patents. Its competitive position rests on talent credentials (CES/CPA), a 30+ year safety record ("never lost an investor dollar"), industry leadership via FEA Board roles, and a deep referral ecosystem with tax and real estate advisors. There is no proprietary technology platform; service delivery is documentation- and relationship-driven rather than software-driven.
Banker Exchange firmographics
Firmographics- Name
- Banker Exchange
- Legal name
- Banker Exchange, LLC
- Website
- https://bankers1031.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Banker Exchange is a Greenville, SC-based Qualified Intermediary founded in 1992 that facilitates Section 1031 like-kind exchanges for individual and mid-market real estate investors across South Carolina and Colorado, earning revenue through fee-based professional services and reverse-exchange capabilities via affiliate BEX Properties, LLC.
- Ownership category
- akta.pro rank
Banker Exchange industry classification
Industry- Product category
- 1031 Exchange Qualified Intermediary Services
- NAICS
- Miscellaneous Intermediation (52391), Miscellaneous Intermediation (523910)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
- akta.pro secondary industry
- Escrow, Trust & Agency Services (escrow, paying agent, trustee) (FSABAIAI)
Keywords
Where Banker Exchange is headquartered
LocationHeadquarters
- HQ city
- Greenville
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Banker Exchange business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Qualified Intermediary Services: Banker Exchange serves as a Qualified Intermediary (QI) for 1031 like-kind exchanges under Section 1031 of the Internal Revenue Code. They draft exchange documents, provide strategic guidance, secure funds during exchanges, and facilitate deferred, reverse, and improvement exchanges. Revenue is generated through service fees for exchange facilitation.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Banker Exchange product offering
Product offeringCore offering
Banker Exchange acts as a Qualified Intermediary (QI) under Section 1031 of the Internal Revenue Code, facilitating tax-deferred like-kind exchanges of investment real estate. It drafts exchange documents, provides strategic guidance, and secures client funds during transactions, delivering Deferred, Reverse, and Improvement exchange structures to real estate investors. Supporting the core service are online calculators and approved continuing education courses.
Product overview
Banker Exchange offers a unified suite of 1031 tax-deferred exchange services centered on its Qualified Intermediary (QI) Services. The core portfolio includes Deferred Exchange Services (the most common exchange type), Reverse Exchange Services (via affiliate BEX Properties, LLC), and Improvement Exchange Services (construction exchanges). Supporting these are complementary tools: 1031 Exchange Calculators for capital gains and timeline calculations, and 1031 Education Courses for real estate professional development. The company positions itself as a full-service QI handling document drafting, strategic guidance, and fund security throughout the exchange process.
Differentiator
Problem solved
Functional benefit
Products and services
- Qualified Intermediary (QI) Services
Quantifiable outcome
- Deferred millions of dollars in capital gains taxes for clients
- +1 more outcomes
Companies that use Banker Exchange
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
Banker Exchange technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Banker Exchange partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Federation of Exchange Accommodators (FEA)coreNational trade association for 1031 exchange practitioners and their professional advisors. Banker Exchange staff participate in FEA Board of Directors and industry advocacy efforts, contributing to policy development and educational initiatives that shape exchange standards.
- BEX Properties, LLCcoreThrough affiliate BEX Properties, LLC, Banker Exchange provides 'parking' services for replacement property during reverse exchanges. This arrangement allows the company to hold replacement property title until the client's relinquished property is sold, enabling complex reverse exchange structures.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Banker Exchange competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights6 records
Customer concentration
Banker Exchange social profiles
Digital presenceBanker Exchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
Banker Exchange leadership team
Management profileNumber of profiles
Profiles4 records
Banker Exchange subsidiaries and ownership
Company hierarchySubsidiaries1 record
Banker Exchange funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Banker Exchange M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Banker Exchange
What does Banker Exchange do?
Banker Exchange acts as a Qualified Intermediary (QI) under Section 1031 of the Internal Revenue Code, facilitating tax-deferred like-kind exchanges of investment real estate. It drafts exchange documents, provides strategic guidance, and secures client funds during transactions, delivering Deferred, Reverse, and Improvement exchange structures to real estate investors. Supporting the core service are online calculators and approved continuing education courses.
Is Banker Exchange a public or private company?
Banker Exchange is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Banker Exchange founded?
Banker Exchange was founded in 1992. It employs 1 to 10 people.
Where is Banker Exchange based?
Banker Exchange is headquartered in Greenville, United States, in the North America region.
How does Banker Exchange make money?
One revenue line is on record: qualified Intermediary Services.
Does Banker Exchange have an API?
No public API is recorded for Banker Exchange.
What industry is Banker Exchange in?
Banker Exchange's product category is 1031 Exchange Qualified Intermediary Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services, with a secondary code of FSABAIAI, Escrow, Trust & Agency Services (escrow, paying agent, trustee). Its NAICS code is 52391 and its SIC code is 6531.