Tax-Deferred Exchange Advisory

All customers
SEO & GEO AgentPaid Ads AgentConversion Agent
Tax-Deferred Exchange Advisory

Financial Services

The transformation

From a clear constraint to a measurable growth system

Starting point

01

Prospects need significant education and trust before acting on a tax-deferred real estate exchange, and generic lead messaging created too much ambiguity.

First move

02

Published practical education on depreciation recapture and exchange planning

Verified outcome

03

current comparable search clicks

536 current search clicks accompany 15 paid conversions

current comparable search clicks

ad-attributed conversions in 12 months

ad-platform cost per conversion

meaningful top-10 queries

The business challenge

How the work unfolded

Mega worked from the most immediate constraint toward the changes that could create and capture more demand over time.

  1. 01

    Published practical education on depreciation recapture and exchange planning

  2. 02

    Reworked Meta creative for readability and accurate 1031 exchange messaging

  3. 03

    Completed landing-page, instrumentation, and conversion-system setup

The strategy

The channels behind the growth

Google

Organic search performance

536

current comparable search clicks

54

meaningful top-10 queries

Paid acquisition

Paid acquisition performance

$857

ad-platform cost per conversion

15

platform-attributed conversions

A result the team can build on

01

Search performance now records 536 comparable clicks. The business ranks in the top 10 for 54 meaningful queries, including 12 top-three positions. The latest 12-month advertising record adds 15 platform-attributed conversions from $12,848 in spend, averaging $857 per attributed conversion.

536

current comparable search clicks

15

ad-attributed conversions in 12 months

$857

ad-platform cost per conversion

54

meaningful top-10 queries

You built itMega grows it