Strategy Consulting for QIs
The Qualified Intermediary industry is facing significant change on several fronts and it is easy to predict that the industry will be fundamentally different a year from now. This is occurring at the same time that the number of 1031 exchange transactions conducted by exchangors in all categories (individuals, partnerships and corporations) continues to grow at double-digit rates. This presents new opportunities.
Many QIs are re-thinking the way they do sales and marketing. Many are re-thinking their operational capabilities with the goal of continuing to be profitable in a post-468B world. Many financial instituions (mostly banks) are contemplating the formation of a QI to leverage existing business lines and to take advantage of the disruption that has already started in the industry due to the impending change in regulations.
We have gathered and refined these experiences and the collective wisdom they come with into a set of comprehensive implementation templates. We are providing these templates to clients who want to get into the QI business or who want to make an existing QI business function better and be a much abler competitor.
We have gathered and refined these experiences and the collective wisdom they come with into a set of implementation templates that we are providing to a growing number of clients who want to get into the QI business or who want to make an existing QI business function better and be a much abler competitor.
If you are interested in such a transfer of knowledge - in the form of extensive customizable templates for business planning, operational capability implementation, technology solution deployment, personnel recruiting, sales, marketing and regulatory compliance - please contact us to discuss further.
These are consulting engagements that result in a full transfer of licenses and IP. They can also be structured as outsourcing arrangements whereby ExStra provides some or all of the exectuion capability and deep 1031 exchange knowledge for some period of time.