Refer a business and get paid big!

Do you know a QI business (or two) that we should know about? Introduce us and earn $5,000 - $25,000 when we close the deal.

refer & earn

How it works


Tell us a little about yourself. We’ll follow-up with a call and send you a referral agreement to sign electronically.


Once you have signed our agreement, you’ll send us an email with the company you have in mind. We’ll need to ensure we haven't already been in contact with the business.


If it looks like a fit, we'll let you know so you can introduce us to the company’s leadership. We will dive into a conversation with them and do what we do best.


If we close, you’ll get paid between $5,000 and $25,000!

Get Started Today

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Are you an owner or executive at a Qualified Intermediary / Accommodator?

Are you an employee at a QI?

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Over the past year, what % of your volume are forward exchanges?

How many 1031 exchanges do you do on average per month?

What’s the average size of an exchange you do?

Approximately what deposit rate do you currently receive from your banking partners on your client’s money?

If you were to sell your business, what are your expectations in terms of price on an EBITDA multiple basis?

What is your name?

What’s the name of your firm?

What is your phone number?

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Thanks for reaching out!

We’re excited to learn more about your business. Either Jeff or Jon will give you a call shortly to say hi, answer any questions you have and talk about next steps. Please answer when a number you don't recognize calls you - it could be us! If you can't wait, you can give us a call right now at (269) 999-1031.
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