Developing Strong Leaders for the Commercial Equipment Leasing & Finance Industry

Wheeler Business Consulting LLC

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Intermediary & Acquisition Services


Wheeler Business Consulting LLC works closely with clients to navigate the capital markets. Wheeler Business Consulting LLC is a trusted advisor for both buyers and sellers of commercial equipment leasing and finance assets. As an experienced intermediary, Wheeler Business Consulting LLC can expedite the acquisition process, identify potential challenges, and offer valuable solutions.


Independent Leasing & Finance Company Services

Wheeler Business Consulting LLC offers various intermediary and acquisition services to independent participants in the industry, including:

Portfolio Sales

The capital markets allow independents to sell pools of assets from their traditional lines of credit to provide additional capital for growth. Wheeler Business Consulting LLC facilitates the sale of assets for independents.

Establishing Funding Facilities

Wheeler Business Consulting LLC advises independents on options in the market and how to best present their companies to banks and other funding partners to maximize their funding capabilities.

Preparation for an Eventual Sale

Wheeler Business Consulting LLC works closely with independent owners to facilitate the process of preparing an exit strategy. Preparation includes industry best practices, which will provide immediate results and help owners realize greater market value when the time arrives for a sale.

Company Valuation

Wheeler Business Consulting LLC facilitates a process to determine a company's market value based upon current conditions. These services have been used to buy out existing owners or to validate offers made by third parties.

Company Sale

Wheeler Business Consulting LLC acts as an advisor and intermediary on the sale of commercial equipment leasing and finance companies.


Bank Services

Wheeler Business Consulting LLC offers various intermediary and acquisition services to banks nationwide, including:

Portfolio Sales

Banks often have concentration issues that require them to sell a portion of their existing portfolios. Wheeler Business Consulting LLC facilitates a process to sell pools of assets to other banks and independents.

Purchasing Assets

Banks engage the services of Wheeler Business Consulting LLC to actively identify asset pools that specifically meet their internal credit criteria and align with their portfolio management requirements.

Due Diligence Services

Wheeler Business Consulting LLC works with bank teams to facilitate a comprehensive due diligence before acquiring pools of assets or entities within the commercial equipment leasing and finance industry.