First Executive

Mergers & Acquisitions Intermediary

Funding Consultant

Tax Efficiency

 First Executive Services

First Executive  Email:    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

Tax Credits

Philanthropy Planning

Revocable Trusts

Irrevocable Trusts

Land Trusts

Cost Segregation Planning

Debt - Equity Finance Consultant

Investment Banking Consultant

Business Action Advisor

Sale/Leaseback Advisor

Asset Finance Action Coach

Corporate Finance

Bridge Mezzanine Loans   

International Loans

Alternative Collateral Loans

Construction Finance

Stock Issue

Stock Valuation

Asset Valuation

Land Transfer


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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 Intermediary

Asset Tax Advisor     Tax Efficiency

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

Licensed Real Estate Broker


Phone: 800.333.0801

Cell Direct: 515.238.9266

Fax:  888.898.6009

Voice Message Only Phone: 941.227.3024

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 - - Eternal Legacy Trust - Financial Exchange - Private Market - Santa Cause -

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