Mergers & Acquisitions
Asset Transfer Consultants
Business Plan Review
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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