FINANCIAL EXCHANGE          FIRST EXECUTIVE        

1031FEC
 

Representing Successful Opportunities for Successful Investors

MERGER, ACQUISITION - INVESTMENT BANKING FINANCE

EXIT PLANNING STRATEGIES FOR ASSET & WEALTH PRESERVATION & GROWTH

Business development

K. B. (Ken) Wheeler 

§1031.1033.1035.1036.721 Exchange Consultant 1986 - Current - 1031FEC

Investment Advisor Representative, Breitling Royalty Funds, LLC 2011 - Current - Iowa     

Tax Advantaged Asset Specialist 1986 - Current    

Mergers & Acquisitions Intermediary 1983 - Current 

Registered Representative 1986 - 2010

CEO, Financial Exchange 1989 - Current 

Iowa Real Estate Broker 1984 - Current

Commercial General Contractor 1967 - 1983

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

Direct

Purchase

or

§1031-1033

Tax Deferred

 & Tax Free

Exchanges

                                        

310 Northeast Ewing Street  

Grimes (Des Moines), Iowa 50111-3002

Voice: 515.309.1538   National: 888.618.9681

Fax: 888.898.6009    Mobile: 515.238.9266

E-mail Ken 

 

SERVICES

  • Corporate Finance - Investor Banking

  • Business Ownership - Development 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 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 Business Development Advisor

 

 

1031 Exchange Investments at www.1031FEC.com

 

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

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FIRST EXECUTIVE

310 Northeast Ewing Street  

Grimes (Des Moines), Iowa 50111-3002

Voice: 515.309.1538   National: 888.618.9681

Fax: 888.898.6009
 

First Executive Web Site

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 Ken 

Financial Exchange Home Page

1031FEC Home Page

 

First Executive Home page

 

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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