FINANCIAL EXCHANGE CORP.
 

Mergers & Acquisitions

Representing Successful Opportunities for Successful Investors

MERGER, ACQUISITION & EXIT STRATEGIES

FOR ASSET & WEALTH PRESERVATION & GROWTH

  James S. (Jim) Tazzioli

  1031 Exchange Consultant 2005 - Current

  Mergers & Acquisitions Intermediary

  Iowa Real Estate Sales Associate 2005 - Current

  Income Property Consultant  1984 - Current
  Thank you for visiting my Internet Business Card© (IBC).  Your inquiries are invited.

                                        

1001 Office Park Road, Suite 301
West Des Moines, Iowa 50265

Voice: (515) 225-8808   National 800-333-0801

Fax: 515-225-8810
E-mail Jim
PRODUCTS AND SERVICES

  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation  

  • Business Plan Review

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Business Ownership Coaching

  • Asset Valuation

  • 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 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  

 

FINANCE

1031 Exchange Investments at www.1031fec.com

 

Request Information about IOWA INVESTMENT OPPORTUNITIES for ACCREDITED INVESTORS and Other Investors    E-mail Jim

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

FINANCIAL EXCHANGE CORP.

310 North Ewing Street  

Grimes (Des Moines), Iowa 50111-3002

Voice: 515.986.9266   National: 800.333.0801

Fax: 515.986.4148
 

Financial Exchange Corp. Web Site

1031FEC Web Site

 

INVESTMENT BANKING INFORMATION

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 Jim

Financial Exchange Corp. Home Page

Financial Exchange Corp.

Member

Association of Business and Industry-Iowa

Greater Des Moines Partnership

West Des Moines Chamber of Commerce

 

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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See IBC Marketing Group Privacy Statement  Terms of Use

Last Modified: 12/25/2018

IBC Marketing Group
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K. Wheeler

  Executive Internet Business Card© by IBC Marketing Group

 

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Mergers & Acquisitions

  Business Intermediation  

Asset Transfer Consultants

FINANCIAL EXCHANGE CORP.

Established 1989

Business Plan Review

Valuation

Finance

James S. Tazzioli

FEC M&A and 1031FEC Project Goals

Confidentiality Agreement - JT Signature         FEC REP General Information Page         USA M&A Confidentiality Agreement

Current Projects

May 15, 2005

NA

Please Reserve Project Prospect List with Complete Contact Name, Business Name & Address due 10 Days prior to Contract End.

For Contract Renewal request, please contact Owner for renewal at least 14 days prior to Contract End.

 

Probable Projects

May 15, 2005

NA
 

Completed Projects
 

 

Deferred Projects

 

 

Your Personal Project Goals and FEC Document Page

This is your personal Internet project page to display the potential business sales and projects that you have contracted, actively pursuing, are considering to pursue, or have considered and indicated your desire that a project be a Deferred Project. 

The Deferred Projects is a list of businesses or business properties that FEC feels are potential client candidates, but you prefer someone else to handle, or are not high on your priority list.  If you have intent to pursue a prospective client, they move to the 'Probable Project' list to be actively pursued by you.  FEC considers active pursuit to be prospective projects and projects with agreements that are discussed or reported biweekly with FEC.  Actions by a FEC Intermediary that does not maintain biweekly contact with a prospect or client, unless prohibited by that prospect or client, or does not maintain biweekly reports to a FEC contracted client, could be interpreted by FEC as one deferring the prospect or project by actions or inconsistent actions.

 

FEC recommends an occasional review of the FEC Representative General Information and Policy Internet page as updated documents, procedure and policy are consistently posted.  FEC REP General Information Page

 If you feel we need another category, clarification of FEC policy, or if you have a suggestion to improve tracking current and other projects, please advise.

 

FINANCIAL EXCHANGE CORP.

310 North Ewing Street

Grimes (Des Moines), Iowa 50111-3002 

Voice Phone-National: 800.333.0801 Local: 515.986.9266

Ken Wheeler Cell: 515.238.9266

E-mail 

Fax: 515.986.4148 

For FEC Clients and Representatives Only Fax: 888.986.4148

FEC Transactions Subject to the U.S.A. PATRIOT ACT

  Copyright © 2005-2006 Financial Exchange Corp. All rights reserved

  December 25, 2018


Intermediary