Professional Advisors:  Financial Institutions, Appraisers, Attorneys, Business Consultants, CPA-Tax Consultants, Financial Advisors, Financial & Estate Planners, Insurance Agents, Registered Representatives, Commercial or Land Real Estate Brokers and Business Brokers

Financial Exchange (FEC) assists Professional Advisors to preserve, protect and increase Client wealth.  Client and Advisor confidentiality and interests are protected.     

FEC M&A Professional Advisor Affiliates               Why be an FEC M&A Professional Advisor Affiliate?              Contact FEC for more information

Financial Exchange:

• consults with business owners and authorized business owner Professional Advisors.

• assembles business owner information.

• recognizes business owner financial goals. 

• presents business owner M&A transfer options.

• advises M&A alternatives in preparation for the inevitable ownership transfer in the near future or years in the future.

• assists to realize business owner business, financial and estate goals.

FEC reviews finance alternatives as securities equity or debt offerings.

FEC consultation and advise about ownership transfer can result in financial gain for business owners.  Our consultants realize to hurry an owner to a transfer decision is not a goal.  An owner transfer decision is a significant event and can be a traumatic event in an owner's life.  Family, employees and customers, as well as financial concerns, are considerations.  Alternative solutions are offered to each owner's unique position.  When an owner does realize a decision to transfer ownership position as with a lease, sale, merger or acquisition, FEC would be pleased to be considered as the agent for the preparation and completion of the transaction. 

FEC promotes financial & estate planning to business owners for preparation and completion of a business plan (business transfer plan).   FEC Consultants realize Professional Advisor Services are an advantage to business owners.  When a business/property owner does decide to be acquired/leased/transfer ownership, FEC’s goal is to assist maximizing and keeping proceeds and wealth.