Mergers & Acquisitions Business Intermediation Asset Transfer Consultants |
Established 1989 |
Business Plan Review Valuation Finance |
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.
Kenneth
Wheeler, FEC
CEO and Iowa Real Estate Broker, has an association with the finance and
insurance industry for 28 years and is an Iowa Real Estate Broker (26 years).
Kenneth Wheeler or FEC
receives fees generally based on proceed $. When the business owner receives proceeds from a stock transfer
transaction, Kenneth Wheeler or FEC
is compensated as contracted. When the business owner receives proceeds from a
real estate transfer
transaction, Kenneth Wheeler is compensated as contracted. Kenneth wheeler or FEC
receives a fee as a consultant in agreed situations.
Professional Advisors are recommended by FEC to be an integral of a business owner's success.
Selling a business is only one of many alternatives to exiting or retiring from business: Your FEC Consultant reviews all alternatives. FEC GOAL NUMBER ONE: To Assist Business Owners to preserve and keep wealth FEC GOAL NUMBER TWO: To Assist Business Owners to increase wealth |
1031-721TAX-DEFERRED EXCHANGE INVESTMENTS
FINANCIAL EXCHANGE COTERIE
Florida International Trade Center
5654 Marquesas Circle
Sarasota, FL 34233-3331
Voice Phone-National: 800-333-0801 or 941-227-3024
You may Fax your questions/information to 888.898.6009
or, complete and submit the
FEC TRANSACTIONS SUBJECT TO THE U.S.A. PATRIOT ACT
One's property of value inevitably transfers ownership, with or without one's wishes.
Prepare now to save your family wealth. Ken Wheeler
August 16, 2014
FEC
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