Mergers & Acquisitions Business Action Advisor Investment Banking

Welcome to First Executive Business Planning

Equity Finance Intermediary

www.1exec.com
Intermediary for Businesses Requiring $2 Million - $75 Million Economical Finance Support
 

Basic Criteria for Equity Finance Candidate

  • Integrity

  •  Product/Service Integrity

  • Acceptance of Significant Advisors

  • Ability to Communicate

  • Business Experience

Ability to Accept and Perform Exceptional Business Practices

  • Master Business Plan - Financial Projection (Proforma) Functionality

  • Record System with Transparency

  • Equity Finance Capital

May we show you what we can do - No Charge?

We would be happy to arrange a conference call interview to visit how we can assist your firm in achieving its business objectives and its shareholders' financial goals, or create and improve a shareholder relationship. If you have the time to provide insight into your company's business development goals, we will invest in this relationship at no cost to you by providing you with preliminary communication that can identify potential opportunities for your company.

For an Informational Interview E-mail Your Contact Detail with Goal or Request a Toll Free Fax Number

 

FIRST EXECUTIVE SERVICES

 

  • Corporate Finance - Investor Investment Banking Intermediary

  • Business Ownership Coaching

  • Guaranteed Investment Contracts

  • Business Buyout Funding Contracts

  • IRS Section 1031 - 1033 - 1035 - 721 Exchange Investments

  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation  

  • Business Plan Review

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Asset Valuation

  • Merger and Acquisition

  • Retirement Benefit Analysis

  • Financial-Estate-Legacy-Philanthropic Planning Projection

  • Business Continuation - Succession Alternatives  

  • Asset Accumulation, Preservation and Transfer 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 Planning

  • Tax-Deferred Exchange Alternatives   

  • Financing Alternatives Consultation and Assistance  

  • Asset Transfer Contract Intermediation-Negotiations

  • Employee Transition Considerations

  • Customer-Client Transition Considerations

  • Business/Property Closing Transaction Assistance

  • Post-Asset Transfer Service

  • Positive Investor Relationships Goal with Referrals  

 

K. B. (Ken) Wheeler

Mergers & Acquisitions-Investment Banking Intermediary

310 Northeast Ewing Street

Grimes (Des Moines), Iowa 50111-3002

Phone:  515.309.1538

Fax:  Toll Free by Request

Skype: kenneth.wheeler65

IBC: www.1exec.com/kw.htm

E-mail

Financial Exchange Web Site

1031FEC Web Site

INVESTMENT BANKING INFORMATION

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 Home Page

1031 Exchange Investments at www.1031fec.com

Financial Exchange

Member

Greater Des Moines Partnership

 

 

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

Prepare now to save your family wealth.  Ken Wheeler

 

 

As consultants we do not market stock or securities, but advise and can recommend significant alternative methods to market stock while maintaining a positive entity-investor relationship.

Copyright © 2010 K. B. Wheeler All rights reserved

Last Modified: 07/23/2010

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