Mergers & Acquisitions Intermediary

First Executive

Funding-Mezzanine Consultant

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BEME Consultant:  Business - Entry - Management - Exit      Business Funding & Continuation Considerations


Debt - Equity Finance Consultant            Investment Banking Consultant


Mergers & Acquisitions Intermediary                 Business Action Advisor                   Sale/Leaseback Advisor



Finance Action Coach                                        Corporate Finance



Bridge Mezzanine Loans                  International Loans            Alternative Collateral Loans           Construction Finance



Stock Issue        Stock Valuation        Asset Valuation          Land  Transfer         Tax Free Exchange




Business Succession Planning                 Business Exit Planning               Tax and Legacy Planning Consideration



Philanthropy Planning                           Trusts                        Cost Segregation Planning



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First Executive Finance Intermediary Operations Procedure


An investor or lender should favor high integrity, experienced business people with an average business plan

over average people with an excellent business plan.  Ken Wheeler


Financial Exchange Coterie (FEC) Web Site

Tax Deferred Exchange   

Rehab Property Managers

Tax Reduction Alternatives

 Gifting Legacy with Tax Relief

Regulated-Unregulated-International Trusts

Estate Legacy Exit Plans


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


Financial Exchange Coterie Home Page

1031 Exchange Replacement and Direct Income Properties at

Rehab Property Managers

One's property of value inevitably transfers ownership, with or without one's wishes.  

Prepare now to save your family wealth.  Ken Wheeler


K. B. (Ken) Wheeler Jr.

Financial Exchange Coterie

First Executive

Mergers & Acquisitions-Investment Banking Intermediary

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

Licensed Real Estate Broker


Phone: 941.227.3024

Phone: 800.333.0801

Cell Direct: 515.238.9266

Fax:  888.898.6009

Skype: kenneth.wheeler65




Thank you for visiting!


As fiduciary consultants we do not market stocks or securities.

We can recommend and assist planning for finance and estates with significant alternative assets that join stocks and other holdings for diversification.

Kenneth Wheeler - FEC recommend experienced accounting and legal counsel as advisors for one's financial and estate planning.

FEC Affiliates:

1031FEC - First Executive - 1Exec - - Deferred Proceeds Trust - Perpetual Legacy Trust - Financial Exchange - Off-Market - Santa Cause -

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