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Mission: Confidentially assist Clients with...

  • divesture of businesses & properties

  • merge businesses or properties

  • acquire a business or property

  • develop a business or property exit plan

  • legacy, estate & tax considerations


We are client goal oriented.

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How to sell your business, real estate and other property eliminating, deferring or reducing tax

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Financial Exchange Coterie, K. B. Wheeler, Licensed Real Estate Broker

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