Attorneys
Exchange Authority
Contact Exchange Authority at
1-978-433-6061
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Whether your client is exchanging real estate or race horses, ferry boats or fine art, our goal is to take a complex procedure and present it to you and your client in clearly defined and documented steps, all in a timely manner.

“Exchange Authority is very knowledgeable.  They don’t just answer questions, they give great answers in a very timely manner.”- Seth Stoffregen, Esq.



The services and expertise we provide to our clients and their advisors includes:

  • Producing all of the contracts and forms required to properly document and track the exchange.
  • Responding to all exchange questions clearly and quickly.
  • Providing rapid, same-day bonded service on documents and funds.
  • Assisting you with an understanding of the structure and mechanics of the exchange and keeping clients and their advisors informed of exchange issues and time limitations.
  • Maintaining the client's exchange funds in a secure, fully insured, liquid, interest-bearing account at a recognized institution.
  • Providing all of the Qualified Intermediary functions to ensure full compliance with the code and regualtions.
  • Keeping current with all changes in the exchange regulations, letter rulings, revenue procedures, and related case law.
  • Providing guidance and information so that our clients and their advisors can make informed decisions.

If you have a client interested in completing an Exchange, have them call us.  We will provide them with the highest level of service and keep you informed throughout the process.  If you are working with another Exchange firm but have a question you would like answered, call us and we will respond immediately to assist you.

Copyright Exchange Authority, LLC.
6 Cottage Street, Pepperell, MA 01463, Phone 978-433-6061