Mergers & Acquisitions
Asset Transfer Consultants
Business Plan Review
Partners with Professional Advisors of Business Owners
Professionals Working with Professionals to Assist Owners Reach Business Transfer Goals, Minimize Business Owner Taxes and Maximize Business Owner Wealth.
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
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.
Professional Advisor Partner recommends FEC
to consult with an Advisorís business owner client, with the business ownerís
permission we involve the Advisor. The
Advisor determines services he/she will offer to the client.
Financial Exchange Corp. does not share an Advisorís service income. There is no fee for an initial consultation with the Advisor or the Advisorís Iowa client.
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
Information Request Form.
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
2001 - 2014 Financial Exchange All rights reserved
Copyright © 2001 - 2014 Financial Exchange All rights reserved
August 16, 2014
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