Exchange Services
Exchange Services Inc. is a Montana-based Qualified Intermediary founded in 1996 that facilitates 1031 tax-deferred real estate exchanges for investors and real estate professionals across the United States.
- Company typePrivate
- Founded1996
- HeadquartersWhitefish, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Exchange Services does
Exchange Services Inc. is a Whitefish, Montana-based Qualified Intermediary founded in 1996 by Catherine Witmer that facilitates Internal Revenue Code Section 1031 tax-deferred exchanges for real estate investors and the professionals who advise them. The firm offers the full set of permissible 1031 structures — simultaneous, delayed/deferred, reverse, build-to-suit, and reverse build-to-suit — and Catherine Witmer can serve as both the Qualified Intermediary and the Accommodation Titleholder on reverse build-to-suit transactions. Operationally, Exchange Services Inc. holds 100% of exchange proceeds in trust at Capital One Bank to comply with IRS constructive-receipt rules, drafts exchange documentation, and coordinates directly with realtors, title companies, and other closing agents nationwide.
The underlying technology is procedural and regulatory rather than software-based: the firm's "platform" is its adherence to U.S. Treasury safe harbor regulations (Sections 1.1031(a)-1, 1.1031(b)-1, 1.1031(b)-2, and 1031(k)-1), its Exchange Agreement documentation, and its banking relationship that underwrites fund custody. Customer-facing assets are limited to a WordPress-driven website (exchangeservicesinc.com) providing 1031 terminology and education, plus a Facebook page for engagement.
The business model is professional services fee-based revenue earned per closed exchange, sold through direct relationships with investors and real estate professionals across the United States. Pricing is not publicly disclosed and is quote-based per transaction. The firm is privately held, bootstrapped, and operates with 1–10 employees under sole founder ownership, with no external investors, parent company, or disclosed funding rounds.
Exchange Services firmographics
Firmographics- Name
- Exchange Services
- Legal name
- Exchange Services, Inc.
- Website
- https://exchangeservicesinc.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Exchange Services Inc. is a Montana-based Qualified Intermediary founded in 1996 that facilitates 1031 tax-deferred real estate exchanges for investors and real estate professionals across the United States.
- Ownership category
- akta.pro rank
Exchange Services industry classification
Industry- Product category
- Qualified Intermediary Services
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
Keywords
Where Exchange Services is headquartered
LocationHeadquarters
- HQ city
- Whitefish
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Exchange Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Qualified Intermediary Services: Exchange Services Inc. provides Qualified Intermediary services for 1031 tax-deferred exchanges. As a QI, they facilitate delayed, simultaneous, reverse, and build-to-suit exchanges by holding exchange funds in trust and preparing all necessary documentation to ensure IRS compliance. Revenue is generated through fees for intermediary services charged to investors and real estate professionals completing 1031 exchanges.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Exchange Services product offering
Product offeringCore offering
Exchange Services Inc. acts as a Qualified Intermediary (QI) for 1031 tax-deferred exchanges under U.S. Treasury and IRS safe harbor regulations. The company facilitates delayed, simultaneous, reverse, and build-to-suit (including reverse build-to-suit) exchanges by holding exchange funds in trust accounts invested with Capital One Bank, preparing compliant exchange documentation, and coordinating directly with closing agents (realtors, title companies) to ensure IRS-compliant transactions for real estate investors and professionals.
Product overview
Exchange Services Inc. is a Qualified Intermediary (QI) service company offering a unified suite of 1031 tax-deferred exchange services. The core product is their 1031 Tax-Deferred Exchange Services, which encompasses multiple exchange types including Simultaneous Exchange, Delayed/Deferred Exchange, Reverse Exchange, Build-To-Suit (Construction) Exchange, and Reverse Build-To-Suit Exchange. These are not modular add-ons but rather different transaction structures within the same QI service offering, all facilitated by the same team and infrastructure.
Differentiator
Problem solved
Functional benefit
Products and services
- 1031 Tax-Deferred Exchange Services (Qualified Intermediary)
Companies that use Exchange Services
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Exchange Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Exchange Services partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights3 records
Exchange Services competitors and assessment
Company assessmentDirect peers
- Stinson Services: Specialized Qualified Intermediary providing 1031 exchange services nationwide. Comparable focused peer in QI services with similar customer base of real estate investors and professionals, including reverse exchange capability.
- Asset Preservation, Inc. Specialized Qualified Intermediary providing 1031 exchange services nationwide, including reverse and build-to-suit exchanges. Directly comparable mid-sized QI competitor with a similar focused service offering and similar customer base of real estate investors and professionals.
- 1031 Services Group: National Qualified Intermediary offering all major 1031 exchange structures to investors and real estate professionals. Closely comparable mid-sized peer with similar product breadth (delayed, reverse, build-to-suit) and similar target customer segments.
- Realty Exchange Corporation: National 1031 exchange Qualified Intermediary serving real estate investors and professionals across the United States. Direct peer in core QI services with comparable product mix and similar professional services fee model.
- Chicago Deferred Exchange Company: Long-established 1031 Qualified Intermediary offering delayed, reverse, and improvement exchanges to investors nationwide. Comparable in service offering and customer base, though based in Chicago rather than Whitefish and somewhat broader in operating history.
- Equity Advantage 1031 Exchange: Oregon-based 1031 Qualified Intermediary offering delayed, reverse, and improvement exchanges to investors and real estate professionals nationwide. Comparable mid-sized peer with similar product scope, fee-based revenue model, and customer segments.
Broad incumbents
- IPX1031: One of the largest Qualified Intermediaries in the U.S., providing nationwide 1031 exchange services including reverse and build-to-suit structures. Directly comparable to Exchange Services Inc. as a QI offering the same core product, but with national scale, institutional ownership, and significantly broader marketing reach.
- Old Republic Exchange Company: Affiliated with Old Republic Title, providing 1031 QI services with the backing of a major title insurance group. Comparable in core service offering, but benefits from the parent company's scale, capital base, and integration with title and escrow operations.
- WFG National Title Insurance Company (Exchange Division): Provides 1031 exchange services as part of a national title insurance and escrow company. Overlaps directly in QI service delivery but with the broader scale, licensing footprint, and integrated title/escrow services of a large title underwriter.
- First American Exchange Company: Division of First American Financial Corporation offering 1031 QI services at national scale. Comparable in core service offering (simultaneous, delayed, reverse exchanges), but operates as part of a much larger title insurance and real estate services conglomerate with institutional technology and compliance infrastructure.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Exchange Services social profiles
Digital presenceExchange Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Exchange Services leadership team
Management profileNumber of profiles
Profiles1 record
Exchange Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Exchange Services 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 Exchange Services
What does Exchange Services do?
Exchange Services Inc. acts as a Qualified Intermediary (QI) for 1031 tax-deferred exchanges under U.S. Treasury and IRS safe harbor regulations. The company facilitates delayed, simultaneous, reverse, and build-to-suit (including reverse build-to-suit) exchanges by holding exchange funds in trust accounts invested with Capital One Bank, preparing compliant exchange documentation, and coordinating directly with closing agents (realtors, title companies) to ensure IRS-compliant transactions for real estate investors and professionals.
Is Exchange Services a public or private company?
Exchange Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Exchange Services founded?
Exchange Services was founded in 1996. It employs 1 to 10 people.
Where is Exchange Services based?
Exchange Services is headquartered in Whitefish, United States, in the North America region.
How does Exchange Services make money?
One revenue line is on record: qualified Intermediary Services.
Who are Exchange Services's main competitors?
Direct peers on record are Stinson Services, Asset Preservation, Inc., 1031 Services Group, Realty Exchange Corporation, Chicago Deferred Exchange Company and Equity Advantage 1031 Exchange. Broad incumbents are IPX1031, Old Republic Exchange Company, WFG National Title Insurance Company (Exchange Division) and First American Exchange Company.
Does Exchange Services have an API?
No public API is recorded for Exchange Services.
What industry is Exchange Services in?
Exchange Services's product category is Qualified Intermediary Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its SIC code is 6531.