Description:
The Company specializes in 1031 exchange transactions, offering qualified intermediary services to ensure compliance and facilitate smooth exchanges. The Company processes forward, reverse, and construction exchanges. Additional services include consulting, document preparation, and transaction tracking using statistical analysis system software and cloud-based system, both software as-service (SaaS) providers. The Company's services ensure the highest level of client fund security. With a highly trained staff known for their responsiveness, knowledge, and experience, the Company maintains high client satisfaction and retention rates.

Key Aspects:
• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 5.9% and 7.7%, respectively, from 2022 to the trailing twelve months (TTM) ending August 31, 2025.
• The Company has a low client concentration, with the largest client representing less than 1% of revenue in 2024.
• The Company's staff are experts in the industry and have 40 years of continuous operational experience.
• Specialization in forward, reverse, and construction 1031 exchanges.
• The company has an exceptional client satisfaction rating above 98%, according to management.
Revenues attributable to intercompany transfers provided by management have been eliminated. Additional adjustments may be required.

Opportunities:
• Introduce new real estate service options and branch to other locations to reach new clients geographically.
• Participate in educational seminars and webinars to attract additional clients.
• Maintain and grow key client affiliations to generate a steady stream of high-value clients.
• Expand marketing efforts to highlight the Triple Protection program and exceptional client service.

Current Markets:
• The Company services investment property owners in all 50 US states with a primary concentration in the Southeast US.

Headquartered:
• Southeast, US

Real Estate:
• The Company operates remotely, utilizing a virtual office for mail service, with access to multiple conference rooms if the client requires in-person meetings.

Shareholder Objectives:
• Two entities are owned by a single shareholder who is seeking retirement. The third entity is 99% owned by the same owner and 1% by a minority partner who is willing to remain with the Company following a sale. The majority owner is willing to remain for a transitionary period to facilitate a smooth transition to new ownership.