Mergers & Acquisitions

  Business Intermediation  

Asset Transfer Consultants


Established 1989

Business Plan Review




Topics Available:

Speakers are available to discuss various topics, including:

1. "How IRS Section 1031 can develop wealth":  An overview of a misunderstood and highly unknown tax advantage for American property owners.

2. "Why businesses fail to start, succeed, or continue":  14 common reasons that will assist owners and managers to improve business.

3. "How to get out of a business and keep your money":  Alternatives for the business owner verses the conventional "sale" and its adverse tax ramifications.

4. "Significant Estate Planning Tools":  Several avenues for economically transferring assets while minimizing tax ramifications.

Subject Timeline: 20 -50 minutes plus question period.

Speakers are provided, when available, at no charge.  Speakers can not accept outside compensation or honorariums.  Travel costs for speaking engagements requiring out-of-town travel and/or overnight accommodations, however, usually are borne by the requesting organization.  

Consideration allows adequate notice for our speakers, ensuring minimal disruption to their work schedules, and provides adequate advance notice to the requester on speaker availability.



K. B. (Ken) Wheeler

1031 Principal    Mergers & Acquisitions Intermediary

Financial Exchange Coterie

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3332


Office: 941.227.3024     National: 800.333.0801

Mobile: 515.238.9266      E-mail       Fax: 888.898.6009 

Real Estate Broker - M&A Business Intermediary since 1984

Registered Securities Representative 1986 - 2010

Investment Advisor Representative 2011 - 2012

Licensed Real Estate Broker



Request for Information


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

Prepare now to save your family wealth.  Ken Wheeler


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Last Modified: 07/08/2014
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