Mergers & Acquisitions Business Action Advisor Investment Banking

First Executive Business Planning

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$1,000,000 ($1 Million) Positive Financial Criteria Example - Integrity Computation

A = Offering Entity       SI = Shareholder-Investor

Goal: Profit for All Parties

1) Goal Number One: Raise $1 Million with 1Million Total Entity Shares for SI and A

2) SI: 400,000 Shares @ $2.50 = $1,000,000 Raised

3) SI: 400,000 Shares   A: 600,000 Shares = 1 Million Entity Shares @ $1 Share = $1,000,000

4) $2.50 SI Shares revert to $1 Shares because A owns 60% of Entity Shares

5) Goal Number Two: SI (Shareholder-Investor) require minimum Return on Investment (ROI)

6) SI Minimum ROI = $2.50 Share X 2 = $5 Share X 1 Million Shares = $5 Million Entity Share Price Value

7) Entity Ideal Share Value 5 Years Goal = $7.50 or more.

8) All 1 Million Shares Total Entity Value 5 Years Goal $5 Million - $10M

8) A - 5 Year Goal  60% Share = $3 Million - $6 Million

9) SI - 5 Year Goal 40% Share = $2 Million - $4 Million   

Few products and services can produce ROI returns that will attract angel investors or venture capitalists. Most require a 200% five year annual ROI.

There are industries as agriculture and real estate that will attract investors with 100% five year annual ROI. With above example the share value-distribution total is 400% or 5 X original Entity share price of one dollar.

Most venture capitalist require an Entity to have product/service commercialization and a marketing record.

There are many situations when an established Entity with adequate assets and cash flow that additional shares can be offered.

Entity management must observe the significant criteria of operating with OPM (other people's money i.e. SI Shareholder-Investor).


Ken Wheeler

M&A-IB Consultant


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K. B. (Ken) Wheeler

Financial Exchange Coterie

First Executive

Mergers & Acquisitions-Investment Banking Intermediary

Florida International Trade Center

5206 Station Way

Sarasota, FL 34233-3232

Licensed Real Estate Broker


375 Southeast Rosenkranz Drive

Waukee Iowa 50253


Phone: 941.227.3024

Phone: 800.333.0801

Cell Direct: 515.238.9266

Fax:  888.898.6009

Trust Office: 941.363.1375

Skype: kenneth.wheeler65





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Financial Exchange Coterie (FEC) Home Page

1031 Exchange Investments at

Kenneth Wheeler DBA Financial Exchange Coterie


Greater Des Moines Partnership



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

Prepare now to save your family wealth.  Ken Wheeler



As consultants we do not market stock or securities. We advise and can recommend significant alternative methods to market stock or assets while maintaining a positive entity-investor relationship.


Kenneth Wheeler DBA Financial Exchange Coterie (FEC) - Licensed Real Estate Broker

FEC Affiliates: 1031FEC - First Executive - 1Exec

Copyright 2014 K. B. Wheeler All rights reserved

Last Modified: 10/13/2021

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