FINANCIAL EXCHANGE          FIRST EXECUTIVE        

1031FEC                                            IEG

 

Representing Successful Opportunities for Successful Investors

MERGERS & ACQUISITIONS -  FUNDING - BANKING - FINANCE - PROPERTY MANAGEMENT

EXIT PLANNING STRATEGIES FOR ASSET & WEALTH PRESERVATION & GROWTH

BUSINESS & CONSTRUCTION DEVELOPMENT -  FINANCE  -  SALE/LEASEBACK

K. B. (Ken) Wheeler 

Coffee-Tea-Health Drink Distributor  2017 - Current

National Capital Assets Dealer  2016 - Current

Principal, IEG - Integrated Energy Group, LLC  2016 - Current

Florida Real Estate Broker  2013 - Current

Bridge-Mezzanine-Land-Corporate-Construction Loan Consultant 2013 - Current

Investment Advisor Representative  2011 - 2012     

Investment Banking Consultant  2000 - Current

CEO, Financial Exchange  1989 - Current

Registered Representative 1986 - 2010 

Tax Advantaged Asset Specialist  1986 - Current

Real Estate IRA Transfers  1986 - Current

§1031.1033.721 Exchange Consultant 1031FEC  1986 - Current 

Iowa Real Estate Broker  1984 - Current

Mergers & Acquisitions Intermediary  1983 - Current 

Commercial General Contractor 1967 - 1983

Finance   M&A

Direct Purchase

or

§1031-1033

Tax Deferred &

 Tax Free Exchanges

 

Asset TaxPlanning

 

Capital Assets Dealer

Thank you for visiting my Internet Business Card© (IBC).  Your inquiries are invited.

Mergers & Acquisitions Business Action Advisor Capital Assets Dealer Funding - Banking

Business & Construction Finance

 

                                        

Financial Exchange Coterie - 1031FEC

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

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375 NE Rosenkranz Drive 

Waukee, Iowa 50263

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National: 800.333.0801 or 941.227.3024

    Mobile: 515.238.9266

Fax: 888.898.6009

E-mail Ken 

Skype: kenneth.wheeler65

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

Licensed Real Estate Broker Florida BK3284149 

Kenneth Wheeler Jr.

Licensed Real Estate Broker Iowa B21846

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

Principal, Integrated Energy Group LLC

www.integratednergygroup.com

5654 Marquesas Circle                5129 Castello Drive, Suite 4
Sarasota, FL 34233                              Naples, FL 34103

Finance - Business Management - Funding 

 

SERVICES
  • Corporate Finance - Funding - Banking

  • Comprehensive Property Management

  • Bridge-Mezzanine-Land-Construction Loans

  • Guaranteed Investment Contracts, one-three years

  • Business Buyout Funding Contracts-Sale/Lease Back

  • IRS Section 1031 - 1033 - 721 Exchange Investments

  • National Capital Assets Dealer

  • IRS Section 453 Monetized

  • Self-directed IRA's for land and alternative investments

  • Perpetual Legacy Trusts

  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation

  • IRA Real Estate Transfers

  • Business Ownership - Development Coaching  

  • Business Plan Review

  • Business Exit Planning

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Asset Valuation

  • Merger or Acquisition

  • Retirement Benefit Analysis

  • Financial-Estate-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-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

  • Farm & Ranch Alternative Business Development Advisor

 

 

Request Information about INVESTMENT OPPORTUNITIES for ACCREDITED INVESTORS and Other Investors    E-mail Ken 

With free Acrobat Reader® software you can view and print Adobe Reader PDF files.   

 

Integrated Energy Group

First Executive

Financial Exchange

1031FEC

 

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 Ken 

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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