Mergers & Acquisitions Intermediary

First Executive

Funding-Mezzanine Consultant

 First Executive Services

BEME Consultant:  Business - Entry - Management - Exit      Funding & Continuation Considerations

 

Debt - Equity Finance Consultant            Investment Banking Consultant

 

Mergers & Acquisitions Intermediary                 Business Action Advisor                   Sale/Leaseback Advisor

 

 

Finance Action Coach                                        Corporate Finance

 

 

Bridge Mezzanine Loans                  International Loans            Alternative Collateral Loans           Construction Finance

 

 

Stock Issue        Stock Valuation        Asset Valuation          Land  Transfer         Tax Free Exchange

 

 

 

Business Succession Planning                 Business Exit Planning               Tax and Legacy Planning Consideration

 

 

Philanthropy Planning                           Trusts                        Cost Segregation Planning

 

 

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First Executive Finance Intermediary Operations Procedure

 

An investor or lender should favor high integrity, experienced business people with an average business plan

over average people with an excellent business plan.  Ken Wheeler

 

Financial Exchange Coterie (FEC) Web Site

1031FEC Web Site

Rehab Property Managers

 

INVESTMENT BANKING SUMMARY

WHAT IS AN INVESTMENT BANKER FIRM?
An Investment Banker acts as an intermediary between an issuer of securities and the investing public.

INVESTMENT BANKING SERVICES
Consultation, financial analysis and innovative, practical solutions for financing and securities offering alternatives as:

INITIAL PUBLIC OFFERINGS (IPO)
A client (corporation) may qualify and choose to initiate a first offering of stock to the public.

PRIVATE PLACEMENTS
A client may qualify and choose to offer the sale of securities to a limited number of private and/or institutional investors.
       A NEW ISSUE of stocks or bonds may be placed privately with an
accredited investor or an institutional investor like an insurance company or bank trust department.
       A PRIVATE LIMITED PARTNERSHIP is also considered a private placement.

DISCLAIMER

This material is for information purposes only and does not constitute an offer or a solicitation to purchase or sell securities.  Information contained herein is done for the purpose

of introduction and general product education and is provided on a best efforts basis from publicly available sources and is not guaranteed to be accurate.

Formal inquiries must refer to a specific Private Placement Memorandum and/or Prospectus for specific and detailed information.  All potential investors must read the Memorandum and/or Prospectus,

and no person may invest without acknowledging receipt and complete review of the Memorandum and/or Prospectus.  Private Placement Investments suitable for accredited or qualified investors only.

When considering an investment past performance is no guarantee of future results.

 

Transactions subject to the  U. S. A. PATRIOT ACT

E-mail

Financial Exchange Coterie Home Page

1031 Exchange Replacement and Direct Income Properties at www.1031FEC.com

Rehab Property Managers

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

Prepare now to save your family wealth.  Ken Wheeler

 

K. B. (Ken) Wheeler Jr.

Financial Exchange Coterie

First Executive

Mergers & Acquisitions-Investment Banking Intermediary

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

Licensed Real Estate Broker

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

Phone: 941.227.3024

Phone: 800.333.0801

Cell Direct: 515.238.9266

Fax:  888.898.6009

Skype: kenneth.wheeler65

LinkedIn: www.linkedin.com/in/kenwheeler65/

E-mail: ken@1exec.com

 

Thank you for visiting!

 

As fiduciary consultants we do not market stocks or securities.

We can recommend and assist planning for finance and estates with significant alternative assets that join stocks and other holdings for diversification.

Kenneth Wheeler - FEC recommend experienced accounting and legal counsel as advisors for one's financial and estate planning.

FEC Affiliates:

1031FEC - First Executive - 1Exec - 1LessTax.com - Deferred Proceeds Trust - Perpetual Legacy Trust

PayNoTax.biz - Financial Exchange - Off-Market - Santa Cause - Wheelerk.com

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