Representing Income & Tax Efficiency Opportunities

for Asset Owners & Estates


Ken Wheeler Jr.


Technical Entities Match Intermediary 2021 - Current

EBITDA Enhancement Service 2018 - Current

Certified Probate Real Estate Specialist  CPRES  2018 - Current

Income Property Rehab Principal - 2017 - Current

Tax Reduction Enhancement 2016 - Current

FEC-Florida Real Estate Broker  2013 - Current

Bridge-Mezzanine-Land Loan Consultant 2013 - 2018

Investment Advisor Representative  2011 - 2012     

Investment Banking Consultant  2000 - Current

CEO, Financial Exchange  1989 - 2012

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 - 2018

Mergers & Acquisitions Intermediary  1983 - Current 

Commercial General Contractor 1967 - 1983

View Experience and Associate Recommendations at LinkedIn:

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What we do

Tax Deferral & Elimination Strategies

for Owners or Beneficiaries of Land, Real Estate and Other Assets

We assist as adviser to client and client tax adviser-CPA with asset transfer and titling by exchange and/or tax deduction assets as replacements plus advise entity & asset assignment to be most financially efficient for tax and estate goals. Provide unique strategies for asset sales and estate planning to potentially reduce or eliminate taxes. Assist to divest, merge or purchase assets for most advantageous ownership with financial and estate goal consideration for owner goals. The benefits can increase cash flow and bottom line.



FEC - Financial Exchange Coterie - 1031FEC

Florida International Business Center

5206 Station Way

Sarasota, FL 34233-3232


    Mobile Direct: 515.238.9266

National: 800.333.0801 

Voice Message Only: 941.227.3024

Fax: 888.898.6009

Office: 941.363.1375

E-mail Ken 

Skype: kenneth.wheeler65

Licensed Real Estate Broker Florida BK3284149 


Business Entry - Management - Exit (BEME)



First Executive

Financial Exchange M&A








Service Experience
  • Asset Tax Planning

  • Legal Planning for Assets, Probate or Trust

  • 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

  • Commercial Income Property Rehabilitation

  • Energy Land Rehabilitation & Rework

  • IRS Section 453 Monetized

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

  • Perpetual Legacy Trusts

  • Cost Segregation

  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation

  • IRA Real Estate Transfers

  • Business Action Advisor

  • 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

  • Sale Lease/Back

  • 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 

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An Investment Banker acts as an intermediary between an issuer of securities and the investing public.

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

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

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.


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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