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Mergers & Acquisitions Business Intermediation Asset Transfer Consultants |
FINANCIAL EXCHANGE Established 1989 |
Business Plan Review Valuation Finance |
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SPEAKER BUREAU |
Speakers are available to discuss various topics, including:
1. "How IRS Section 1031 can develop wealth": An overview of a misunderstood and highly unknown tax advantage for American property owners.
2. "Why businesses fail to start, succeed, or continue": 14 common reasons that will assist owners and managers to improve business.
3. "How to get out of a business and keep your money": Alternatives for the business owner verses the conventional "sale" and its adverse tax ramifications.
4. "Significant Estate Planning Tools": Several avenues for economically transferring assets while minimizing tax ramifications.
Subject Timeline: 20 -50 minutes plus question period.
Speakers are provided, when available, at no charge. Speakers can not accept outside compensation or honorariums. Travel costs for speaking engagements requiring out-of-town travel and/or overnight accommodations, however, usually are borne by the requesting organization.
Consideration allows adequate notice for our speakers, ensuring minimal disruption to their work schedules, and provides adequate advance notice to the requester on speaker availability.
Speaker
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K. B. (Ken) Wheeler Mergers & Acquisitions Intermediary 310 Northeast Ewing Street Grimes (Des Moines), Iowa 50111-3002 Voice: 515.309.1538 National: 888.618.9681 Mobile: 515.238.9266 E-mail Fax: 888.898.6009 Real Estate Broker - M&A Business Intermediary since 1984 Registered Securities Representative 1986 - 2010 Investment Advisor Representative 2011 - Current |
One's property of value inevitably transfers ownership, with or without one's wishes.
Prepare now to save your family wealth. Ken Wheeler
Copyright 2001-2011 Financial Exchange All rights reserved
Last Modified:
10/19/2011
FEC
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