Section 351 Exchange

Terms of Service

Terms of Service Section351Exchange.com

Effective Date: May 30, 2025


1. Agreement to Terms

By accessing or using Section351Exchange.com (the “Site”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree, please discontinue use of the Site. These Terms constitute a binding agreement between you and ExchangiFi, LLC (“ExchangiFi,” “we,” “us,” or “our”), a Delaware limited liability company headquartered in Palm Beach Gardens, Florida.


2. About the Site

Section351Exchange.com is an informational website intended for use by financial professionals, including registered investment advisers, wealth managers, broker-dealer representatives, and other qualified financial industry participants. The Site provides general educational content about Section 351 tax-deferred exchange transactions and related topics.

The Site is not intended for use by retail investors or members of the general public. By using the Site, you represent that you are a financial professional or otherwise have the background and experience to evaluate the information presented.


3. No Investment, Legal, or Tax Advice

All content on the Site is provided for informational and educational purposes only. Nothing on the Site constitutes investment advice, legal advice, tax advice, or a recommendation to buy, sell, or hold any security or pursue any particular investment strategy.

Section 351 exchange transactions involve complex legal, tax, and regulatory considerations. You should consult with qualified legal counsel, a tax advisor, and a financial professional before taking any action based on information found on this Site. ExchangiFi is not a registered investment adviser, broker-dealer, or law firm, and does not provide personalized advice of any kind.


4. No Offer or Solicitation

Nothing on the Site constitutes an offer to sell or a solicitation of an offer to buy any security, investment product, or financial service. Any such offer or solicitation will be made only through appropriate offering documents and in compliance with applicable law.


5. Accuracy of Information

We make reasonable efforts to ensure that the content on the Site is accurate and up to date. However, we make no representations or warranties of any kind, express or implied, regarding the completeness, accuracy, reliability, or suitability of any information on the Site. Laws, regulations, and market conditions change, and content may not reflect the most current developments.

You should independently verify any information before relying on it.


6. Intellectual Property

All content on the Site, including text, graphics, logos, and other materials, is the property of ExchangiFi, LLC or its licensors and is protected by applicable intellectual property laws. You may view and print content from the Site for your personal, non-commercial use. You may not reproduce, distribute, modify, or create derivative works from any content on the Site without our prior written consent.


7. Prohibited Conduct

When using the Site, you agree not to:

  • Use the Site for any unlawful purpose or in violation of any applicable law or regulation
  • Attempt to gain unauthorized access to any part of the Site or its underlying systems
  • Transmit any harmful, disruptive, or malicious code or content
  • Scrape, harvest, or collect data from the Site using automated means without our prior written consent
  • Misrepresent your identity or affiliation in connection with use of the Site
  • Use the Site in any manner that could damage, disable, or impair its operation

8. Third-Party Links

The Site may contain links to third-party websites. These links are provided for convenience only. ExchangiFi does not endorse, control, or take responsibility for the content, privacy practices, or accuracy of any third-party site. Visiting third-party sites is at your own risk.


9. Disclaimer of Warranties

The Site and all content are provided on an “as is” and “as available” basis without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components.


10. Limitation of Liability

To the fullest extent permitted by applicable law, ExchangiFi, LLC and its members, officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of, or inability to use, the Site or any content on the Site. This includes, without limitation, damages for lost profits, lost data, or business interruption, even if we have been advised of the possibility of such damages.

Our total liability to you for any claim arising out of or related to these Terms or your use of the Site will not exceed one hundred dollars ($100).


11. Indemnification

You agree to indemnify, defend, and hold harmless ExchangiFi, LLC and its members, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Site, your violation of these Terms, or your violation of any applicable law or the rights of any third party.


12. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Florida, without regard to its conflict of law principles. Any dispute arising out of or related to these Terms or your use of the Site will be resolved exclusively in the state or federal courts located in Palm Beach County, Florida. You consent to personal jurisdiction in those courts.


13. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the effective date at the top of this page. Your continued use of the Site after any changes constitutes your acceptance of the updated Terms. We encourage you to review these Terms periodically.


14. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will continue in full force and effect.


15. Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and ExchangiFi, LLC with respect to your use of the Site and supersede any prior agreements or understandings on that subject.


16. Contact Us

If you have any questions about these Terms, please contact us at:

ExchangiFi, LLC Attn: Legal Palm Beach Gardens, Florida Section351Exchange.com