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Intermediary and Acquisition Services

Trusted Guidance for Buyers and Sellers

Buying, selling, or restructuring within the commercial equipment finance and leasing industry requires specialized knowledge and trusted guidance. Wheeler Business Consulting provides intermediary and acquisition services that help clients navigate the capital markets, maximize opportunities, and confidently address challenges. Scott Wheeler serves as an experienced intermediary and advisor for buyers and sellers of commercial equipment finance and leasing assets. Wheeler Business Consulting's intermediary and acquisition services streamline the acquisition process, uncover potential obstacles, and deliver solutions that support long-term growth and profitability.

Wheeler Business Consulting provides intermediary and acquisition services that help clients navigate the capital markets, maximize opportunities, and confidently address challenges.

Portfolio Sales

Wheeler Business Consulting facilitates the sale of asset pools from traditional lines of credit, giving industry participants access to new capital for growth and expansion.

Establishing Funding Facilities

Wheeler Business Consulting advises industry participants on the best funding options and guide them on effectively presenting their companies to banks and other funding partners, ensuring maximum funding capabilities.

Preparation for an Eventual Sale

Wheeler Business Consulting guides owners through successful exit strategies by applying industry best practices that enhance operations and maximize market value.

Company Valuation

Wheeler Business Consulting conducts valuations to determine the fair market value of companies under current conditions. These services are often used to buy out existing owners or validate third-party offers.

Company Sale

Acting as an advisor and intermediary, Scott Wheeler manages the sale of commercial equipment finance and leasing companies. Wheeler Business Consulting's process ensures confidentiality, efficiency, and the best possible client outcomes.

Bank Services

Wheeler Business Consulting delivers nationwide intermediary and acquisition services to banks - providing solutions, supporting portfolio balance, growth, and risk management.

Portfolio Sales

Banks often face concentration issues that require them to sell a portion of their portfolios. Wheeler Business Consulting facilitates the sale of pools of assets to other banks and independents, ensuring balance and liquidity.

Purchasing Assets

Wheeler Business Consulting assists banks in acquiring asset pools that meet their specific credit criteria and align with internal portfolio management goals.

Due Diligence Services

Wheeler Business Consulting's intermediary and acquisition services include detailed due diligence support. Wheeler Business Consulting works with teams to thoroughly evaluate pools of assets or entire entities before an acquisition, helping executives make confident, informed decisions.

Why Clients Choose Wheeler Business Consulting

With decades of hands-on experience in the equipment finance and leasing industry, Wheeler Business Consulting brings unmatched credibility and insight to every project. Wheeler Business Consulting's intermediary and acquisition services are trusted because they are built on transparency, market knowledge, and strong industry relationships. Scott Wheeler protects each client’s interests while creating lasting value.

Move Forward with Intermediary and Acquisition Services

Every successful transaction begins with trusted expertise. Wheeler Business Consulting's intermediary and acquisition services help industry participants strengthen their portfolios, secure funding, prepare for sales, and achieve lasting results. Partner with Wheeler Business Consulting to confidently navigate the capital markets and position your organization for long-term success.