Mergers & Acquisitions

  Business Intermediation  

Asset Transfer Consultants

FINANCIAL EXCHANGE COTERIE

Established 1989

Business Plan Review

Valuation

Finance

Please take a few minutes to complete the following confidential information. 

Your feed back will help ensure that the information you receive from Financial Exchange Coterie is tailored to your unique needs.

  FOR A FREE CONSULTATION PLEASE COMPLETE FORM or CALL 800-333-0801

                                                               INFORMATION REQUEST FORM -  ALL INQUIRIES ARE CONFIDENTIAL

 I would like information concerning: My business entity is a:
Selling, leasing or transferring a business or property (Exit Planning) C Corporation
Buying, merging or leasing a business or property Subchapter S Corporation
Section 1031-1033-721-1036 Tax Free Exchange LLC or Other
Appraisal of property or valuation of a business My time table is:
Auctioning property or business property-silent or public Immediate or as soon as possible
Business Financing-conventional or alternative  The next two years
Public or Private Offerings-Stock-Equity-Debt Financing A long range plan of 5 or more years
Expanding my business utilizing your service Other
Retirement-Business Exit-succession analysis Confidentiality is:
E-mail me new Business Investment Opportunities Very important
Business continuation, transfer planning & alternatives Somewhat important
Business Plan review or audit Probably not important
Increasing and keeping business and personal profits Business & Property Opportunity Investments Online
Financing with debt (mezzanine) I request to View a Business-Property Investment Opportunity
Financing with Stock Equity I request to receive a Business-Property Consultation

Exit or Merger with Estate/Legacy Consideration

I request Mergers & Acquisition  Information

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Name:
Company:
Address:
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Country: Zip/Post Code:
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I am licensed, certified or practice as a:

Real Estate Broker/Agent 
Business Broker/Agent 
Business Consultant
CPA/Banker/Attorney/Estate 
or Financial Planner/Financial
Advisor/Insurance Agent/Stockbroker
Other  
My Geographical Area of Interest:

ie.: County-State-Country

 

Non-Disclosure & Non-Circumvent Document 

 

NDA

 

FEC TRANSACTIONS SUBJECT TO THE U.S.A. PATRIOT ACT

 

K. B. (Ken) Wheeler Jr.

Financial Exchange Coterie

Licensed Real Estate Broker

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

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Phone: 800.333.0801

Phone: 941.227.3024

Direct: 515.238.9266

Fax:  888.898.6009

E-mail

Information Request Form

 

Financial Exchange Coterie is a non-incorporated entity

 

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

Prepare now to save your family wealth Ken Wheeler

 

  Copyright 2000-2016 Financial Exchange  All rights reserved

 

June 24, 2016
FEC Web Consultants

 

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