Independently Rated Highest in Quality
T h i r d                              Consecutive Year        
Originally Earned:
October 2007
We declare that Xchange Solutions, Inc. HAS QUALIFIED for and continues to meet the Ongoing Research and Rating Requirements for Diamond Certified® status.
Certificate #1157
(800) 410-1031
3031 Tisch Way, Suite 901
San Jose, CA 95128

Xchange Solutions, Inc. was established in 1996. Kevin Hereford's goal was to provide the most professional and complete intermediary exchange service in the industry. The company that began with 5 employees has grown to a staff of 22 with over 50 years combined experience in 1031 exchanges, from simple to complex.

Mr. Hereford and his staff help clients throughout the Bay Area and the rest of the U.S. To defer capital gains taxes through 1031 exchanges. They're fluent in all types of exchanges - delayed, reverse, simultaneous, personal property and improvement. They'll thoroughly research and explain options to find the solution that meets your investment objectives, and will then work with the closing agent of your choice. Xchange Solutions facilitators have excellent knowledge of local, state and federal tax codes and undergo 20-plus hours of related education each year. Additionally, they teach over 100 professionally accredited classes about 1031 exchanges to real estate agents and accounts annually. Your CPA or Attorney can call your Xchange Solutions facilitator free for answers about your 1031 exchange. Visit their website at www.xchangesolutions.com to learn more about what they can do for you.

Owner Philosophy

“We do the competition one better by providing an unmatched level of personal service from a staff that has the most extensive knowledge in the business. We get involved with the people behind the transactions to educate them about the exchange process and ensure that it’s the best option for them. Every transaction is geared toward meeting each client’s specific financial goals.”
1031 Exchanges
Delayed
Improvement
Personal Property
Reverse
Simultaneous
Serving the Entire United States
Findings based on statistically reliable research from 100 surveys

Customer Satisfaction

Survey Question: On a scale of 1 to 10 how satisfied were you with the quality you received?
Chart.

Company Credentials

Liability Insurance
Business Practices
Current Complaint File

Customer Loyalty

Survey Question: If you needed this product or service in the future, would you use this company again?
Chart.
99%
n = 100

Diamond Certified Qualification

Based on 100 customer surveys, we declare
Xchange Solutions, Inc.
has passed all rating steps and has earned
The Diamond Certified Award
No. 1157
Continuously qualified since October 2007.
David Pak
Director of Ratings Research
American Ratings Corporation

Verbatim Survey Responses From Only Verified Customers

"I expect them to provide the service that they promise. But they go beyond that to assistme."

–David S.

"They're very knowledgeable, responsible, and prompt."

–Darlene R.
Research conducted by American Ratings Corporation. Ratings Methodology

Company Capabilities Table

Xchange Solutions, Inc.
3031 Tisch Way, Suite 901
San Jose, CA 95128
(800) 410-1031
(408) 236-3241 fax
Mon - Fri: 8am - 5pm
By Appointment
Seven Days per Week
Serving the Entire United States
22
Liability Insurance,
Kevin Hereford, President
Jonathan Baughman, VP of Operations
Joseph W. DiFu, Vice President