Articles in the Formulas and Strategies Category

Brainstorming: The Best Ideas Come Last
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Posted in Formulas and Strategies, Winter 2017 - 2018 on December 2017
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This is true in a brainstorm and at exchange meetings or any other long drawn-out business or personal meeting. The best ideas will come after you are thought out.

The Don’t-Wanter is a Key to Many Transactions
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Posted in Fall 2017, Formulas and Strategies on September 2017
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There is a basic difference between an exchange and a sale.

What Results Are You Hoping For?
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Posted in Fall 2017, Formulas and Strategies on September 2017
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When you think of something that needs to be completed, what is the first thing you think about? Do you think about the steps you will take get started, or do you think of a clear result?  My question is and always will be, how can you think about what needs to happen if you […]

Bargain Sale Technique
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Posted in Formulas and Strategies, Spring 2017 on April 2017
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Bargain Sale Technique A Rarely Used Technique to Solve a Client Property Liquidation Issue Chase Magnuson, CFO Society of Exchange Counselors members often are retained by clients with complex ownership issues.  As problem solvers, members use many seldom-used, creative concepts to reach an acceptable resolution for their clients.  The use of charitable bargain sales arrangements […]

Information to Obtain Through Counseling
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Posted in Formulas and Strategies, Spring 2017 on April 2017
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This is a guide list. You will have to develop the specific things you need depending on the
requirements of each individual client case.

Counseling and Control
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Posted in Formulas and Strategies, Winter 2017 on February 2017
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Counseling leads automatically to control or disassociation with the opportunity to associate at some later date.

Being Flexible Benefits an Exchangor
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Posted in Formulas and Strategies, Winter 2017 on February 2017
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Your chances for success as an exchangor increase with flexibility!

Steele Strategies
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Posted in Fall 2016, Formulas and Strategies on October 2016
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How to Operate at an Exchange Meeting Negotiating an Exchange Offer

Borrow a Certificate of Deposit to Obtain a Loan
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Posted in Formulas and Strategies, Summer 2016 on June 2016
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*Excerpted from Creative Down Payments, a book by Chuck Sutherland Strategy As an incentive for a financial institution to make a loan, you can entice a third party to place compensating balances into the bank. Those compensating balances might be in the form of checking accounts, savings accounts, or Certificates of Deposit. Dick Janson, a […]

Steele’s Strategies
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Posted in Formulas and Strategies, Summer 2016 on June 2016
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Idea Tracking