Mergers & Acquisitions

  Business Intermediation  

Asset Transfer Consultants

FINANCIAL EXCHANGE  

Established 1989

Business Plan Review

Business Brokers

Finance

ASSISTING BUSINESS OWNERS AND THEIR FINANCIAL AND TAX ADVISORS *** BUSINESS ENTRANCE - MERGER - EXIT STRATEGIES WITH SPECIALTY TAX PLANNING

                   to Maximize &  Save Profits & Proceeds by Increasing Return $ while Reducing Tax $                   

Protect & Preserve Family Wealth   FEC BUSINESS SERVICES   Reduce Stress of a Transfer
  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation  

  • Business Plan Review

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Business Ownership Coaching

  • Asset Valuation

  • Retirement Benefit Analysis

  • Financial-Estate-Philanthropic Planning Projection

  • Business Continuation - Succession Alternatives  - Exit Strategies

  • Asset Accumulation, Preservation and Transfer Planning Alternatives

  • Environmental and Geological Control Assistance

  • Asset & Financial Prospectus Organization for Mergers and Acquisitions-Transfer Review 

  • Connection and Qualification of Prospective Buyers, Sellers, Lessees & Business Partners

  • Tax-Advantaged Asset Transfer Structuring

  • Tax-Deferred Exchange Alternatives   

  • TDE  L  CRT   BPT  O  PAT L-O  SBO   DSBO  362M  IC  FST  ESOP  NCA  RLBO

  • IRS IRC 1031 Property Exchanges

  • Financing Alternatives Consultation and Assistance  

  • Asset Transfer Contract Intermediation-Negotiations

  • Employee Transition Considerations

  • Customer-Client Transition Considerations

  • Business and Property Closing Transaction Assistance

  • Post-Asset Transfer Service  

PROTECT YOUR BUSINESS!  YOUR BUSINESS AND FINANCIAL INFORMATION ARE CONFIDENTIAL!  TO DISPERSE INFORMATION TO THE PUBLIC WITHOUT PREPARATION AND CONTROL COULD CAUSE LOSS OF VALUED EMPLOYEES, CUSTOMERS AND  BUSINESS VALUE!    

NOTE:  Selling one's business is only one of many alternatives to exiting or retiring from one's business:   

Your FEC Consultant reviews client 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

Tax-Advantaged Asset Transfer:  Financial Exchange (FEC) benefits owners by assisting to preserve, protect and maximize asset transfer proceeds and gains when transferring, acquiring, selling, exchanging, leasing, or merging businesses and business assets.

Why pay Taxes Unnecessarily?  Many Business Owners do!  

Over $One Billion Dollars of Taxes Paid Unnecessarily Annually  

Interested in "Before Tax" or "After Tax" Results?

FEC has alternatives.

1031-721TAX-DEFERRED INVESTMENTS FOR EXCHANGE

Should one acquire, merge, sell stock, sell assets, exchange, lease, hold part or all?  FEC assists owners with alternatives.
 

We can assist with the following:

A Merger or Acquisition of a Business

Selling your Business

A Comprehensive or Shorter Term Business Plan

Asset Transfer Tax Planning

Business Continuation Planning

1031 or 721 Tax Deferred Exchange

Stock or Property Tax Deferred Exchange

Investment Banking or Going Public
Investor Relations for Public Companies
Equity Draw Down Financing for Public Companies
SEC Filings and Corporate Securities Transactions
Venture Capital and Private Placements
Business Loans and Equipment Leasing
Credit Lines and Letters of Credit
Domestic and International Joint Ventures
Strategic Marketing Alliances
Patents, Trademarks or Licensing Agreements
Acquisitions or Exclusive Distribution Rights
Referrals to Attorneys, CPA's and other professionals

Guaranteed Investment Buyout Contracts

Business Buyout Funding Contracts

Information request

FEC MISSION

Financial Exchange's mission is to offer preparatory alternative methods to efficiently transfer business and business property ownership.  FEC assists the owner to incorporate organizational profit and tax saving alternatives.  We at FEC feel many owners sacrifice up to 15% of transfer proceeds by insufficient organizational transfer profit planning.  FEC feels that many owners also unnecessarily contribute up to 20% to resulting transfer taxes.  FEC incorporates owner proceeds and tax savings advantages into a transfer agreement by negotiation with transfer entities while considering each party's specific goals.  An owner could choose to sell, lease, merge, acquire, effect a buy-sell agreement, issue stock, or develop an employee stock option plan, now, or in the future. FEC can assist with most alternatives. The ultimate goal is that the owner may receive more proceeds to keep.  The owner may or may not decide a course of action.  When an owner does decide to lease, merge a business, acquire or be acquired, FEC appreciates the opportunity to represent the owner. 

 

 

Integrity, communication and information are our most important tools.
 
CLIENT INFORMATION

FEC accumulates information during consultation and a business review.  The business owner (client) identifies financial and personal goals.  FEC develops a project structure with the owner and the owner's professional advisors.  When the project structure is owner approved, project information is available for reference.  Information can reviewed and updated periodically.  When the owner chooses to transfer, sell, lease, merge or acquire a business, FEC assists locating and qualifying prospective entities.  FEC negotiates the price, conditions and terms so that the owner receives as much return as possible considering goals in the owner's financial and estate plan.

Income tax and other taxes, recapture of depreciation, intangibles and goodwill are structured to assist attaining personal goals and financial maximum return. Important options can solve other tax considerations.

By coordinating the transfer of business and/or property with the designated legal council, CPA, financial institution, estate/financial planner, public offices, surveyors, and the environmental or geological ground auditors, among others, Financial Exchange Corp. assists with the preservation and protection of the owner's interest.

The client personally, and the client's business, can benefit financially in the short term and the long term with a FEC business plan review.  During the process of information accumulation by FEC, business procedure and operations review can recognize savings and opportunities for the owner and the business.  Increased efficiency generally results in an increase in business profits, optimum business value, and owner personal gain.

For more details see Owner Information or the Confidential Information Request Form.

 

FEC Consultants, Intermediaries, Brokers and Broker Associates

K. B. (Ken) Wheeler

Financial Exchange Coterie - Florida Real Estate Broker 2013 - Current

Bridge-Mezzanine-Land-Corporate-Construction Loans 2013 - Current

Investment Advisor Representative,  2011 - 2012     

Investment Banking Consultant 2000 - Current

FEC Mergers & Acquisitions Intermediary 1983 - Current
CEO, Financial Exchange 1989 - Current

1031 FEC Exchange Consultant 1986 - Current

Iowa Real Estate Broker 1984 - Current

Commercial General Contractor 1967 - 1983

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

----------------------------------------------------
Mobile : 515.238.9266

Office: 941.227.3024

National: 800.333.0801

Fax: 888.898.6009

E-Mail: ken@fwheelerk.com

Ken Wheeler Internet Business Card

 

LeRoy Hayes
Independent National-International Cooperative Consultant  1993 - Current
Iowa Cooperative Management  1957 - 1992
2604 Linda Drive
Urbandale, Iowa 50322
Voice: 515.278.1794
National: 800.333.0801
Fax:
888.898.6009
E-Mail: hayesl@financialexchangecorp.com

 

L. Todd Husmann

1031 FEC Exchange Consultant 2006 - Current

FEC Mergers & Acquisitions Intermediary 2006 - Current
Marketing Director & Consultant 1992 - Current

13068 Highway 38
Center Junction, IA 52212-7572

Voice: (319) 480-6331  

National: 800.333.0801

Fax: 888.898.6009

E-Mail: husmannt@financialexchangecorp.com

Todd Husmann Internet Business Card

 

 

James S. (Jim) Tazzioli

1031 FEC Exchange Consultant 2005 - Current

FEC Mergers & Acquisitions Intermediary

Iowa Real Estate Sales Associate 2005 - Current

Income Property Consultant  1984 - Current
National: 800.333.0801
Fax: 888.898.6009
Mobile: 515.249.8299
E-Mail: tazzj@financialexchangecorp.com

Jim Tazzioli Internet Business Card

 

FEC in FL

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ASSET TRANSFER TAX SAVING

PLANNING & ALTERNATIVES

BY

Kenneth Wheeler DBA

Financial Exchange Coterie

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

---------------------

Phone: 800.333.0801

or 941.227.3024

Fax:  888.898.6009

E-mail

Information Request Form

K. B. Wheeler Member

Greater Des Moines Partnership

 

Financial Exchange is a non-incorporated entity

You may Fax your questions/information to 888.898.6009

Add me to your E-mail list to be notified when a new Iowa Investment Opportunity is Available.

 TRANSACTIONS  SUBJECT TO THE   

 

U.S.A. PATRIOT ACT

 

You are at FEC Services

Thank you.

 

One's property of value inevitably transfers ownership, with or without one's wishes.  

Prepare now to save your family wealth.  Ken Wheeler

 

Maps

Copyright 2001-2013 Financial Exchange  All rights reserved

 

August 16, 2014
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