|Mergers & Acquisitions Intermediary||
|First Executive Services|
First Executive Email: firstname.lastname@example.org Phone: 800.333.0801
First Executive Contents Index
BEME Consultant Business * Entry * Management * Exit
Mergers & Acquisitions Intermediary
Business Funding & Continuation Considerations
Business Succession Planning
Business Exit Planning
Asset Tax and Legacy Planning
Tax Free Exchange
Tax Free Exclusion
Tax Free Deferral
Cost Segregation Planning
Debt - Equity Finance Consultant
Investment Banking Consultant
Business Action Advisor
Asset Finance Action Coach
Bridge Mezzanine Loans
Alternative Collateral Loans
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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
Tax Deferred Exchange www.1031FEC.com
Tax Reduction Alternatives www.1LessTax.com
Gifting Legacy with Tax Relief www.LegacyChange.com
Regulated-Unregulated-International Trusts www.EternalLegacyTrust.com
Estate Legacy Exit Plans
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.
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 www.1031FEC.com
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
Mergers & Acquisitions-Investment Intermediary
Asset Tax Advisor Tax Efficiency
Florida International Trade Center
5654 Marquesas Circle
Sarasota, FL 34233-3331
Licensed Real Estate Broker
Cell Direct: 515.238.9266
Voice Message Only Phone: 941.227.3024
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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.
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