MERGERS & ACQUISITIONS (M&A) INTERMEDIARY
TAX REDUCTION EFFICIENCY
Wealth Preservation & Growth
EBITDA Enhancement Service 2018 - Current
Certified Probate Real Estate Specialist CPRES 2018 - Current
Tax Reduction Enhancement 2016 - Current
Florida Real Estate Broker 2013 - Current
Income Property Rehab Principal 2012 - Current
Investment Advisor Representative 2011 - 2012
Investment Banking * Venture Capital 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 - 2018
Mergers & Acquisitions (M&A) Intermediary 1983 - Current
Commercial General Contractor 1967 - 1983
Asset Tax Planning
Tax Deferred Exchange
Financial Exchange Coterie
Florida International Trade Center
5654 Marquesas Circle
Sarasota, FL 34233-3331
KW Direct: 515.238.9266
Licensed Real Estate Broker
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TAX RELIEF 25 Tax Efficiency Alternatives REI LIVE SRQ Ken Wheeler 10-6-2020
1031 Exchange Premium Income Investments
Request Information:t INVESTMENT OPPORTUNITIES for ACCREDITED INVESTORS & Other Investors
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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
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.
considering an investment past performance is no guarantee of future results.
Transactions subject to the U. S. A. PATRIOT ACT
1031FEC Home Page
Financial Exchange 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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