MERGERS & ACQUISITIONS  (M&A) INTERMEDIARY

TAX REDUCTION EFFICIENCY
 

Wealth Preservation & Growth
Ken Wheeler Jr.

C.P.R.E.S.

Technical Entities Match-Merger Consultant-Intermediary 2018 - Current

EBITDA Enhancement Service 2018 - Asset Tax Advisor - Current

Certified Probate Real Estate Specialist  CPRES  2018 - Current

§1045 & §1202 Asset Tax Exemption Advisor 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

M&A Intermediary

Asset Tax Planning

Tax Exemption

Tax Deferral

TDCO

Tax Credits

=========

Rehab Income

&

Private Development

 

Direct Purchase

or

Tax Deferred Exchange

                                        

Financial Exchange Coterie

Florida Business Center

5206 Station Way

Sarasota, FL 34233-3232

***********

 Office: 941.363.1375

KW Direct: 515.238.9266

National: 800.333.0801    

Fax: 888.898.6009

E-mail Ken 

Skype: kenneth.wheeler65

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

Licensed Real Estate Broker

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

 

Financial Exchange Coterie Web Sites

www.1031FEC.com (Tax Deferred Replacement Properties)

www.1LessTax.com (Primary Asset Transfer Tax Code)

www.LegacyChange.com (Tax Deductable Estate Plans-Guaranteed Income)

1031 FEC Rehab Web Site (Energy & other Rehab)

www.EternalLegacyTrust.com (Estate Planning)

www.1EXEC.com (First Executive)

www.financialexchangecorp.com (M&A Education)

 

PRODUCTS AND SERVICES

  • Finance-Start-up and Existing Businesses

  • §1202-§1045 Tax Exemption Transfer IRC

  • Charity Funding Finance

  • Stock, Equity and Debt Finance Issue

  • Tax Reduction Alternatives

  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation  

  • Business Plan Review

  • Pro forma (Financial Projection) Review

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Business Ownership Coaching

  • Asset Valuation

  • Business Exit Planning

  • 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 and Asset Accumulation Structuring

  • §1031-§1033-§721 and Other Tax-Deferred Exchange Alternatives

  • National Capital Assets Dealer  

  • 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  

 

Videos

Tax Reduction Alternatives 3-31-2020

https://www.facebook.com/katherineeblazer/videos/10216735116319377/  

TAX RELIEF 25 Tax Efficiency Alternatives REI LIVE SRQ Ken Wheeler 10-6-2020

https://www.youtube.com/watch?v=fKBnsefVEFY...

 

1031 Exchange Premium Income Investments

 

Request Information:t INVESTMENT OPPORTUNITIES for ACCREDITED INVESTORS & Other Investors

E-mail Ken 

Your Personal Tax Advisor-CPA recommended and invited

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

 

 

 

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 (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 

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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