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Business Financial Consulting

The team of professionals are available to assist in the many areas of business focused financial consulting outlined below. In addition, and prior to establishing Marquis Wealth Management Group, Rick Krichbaum served as the Chief Financial Officer for South Seas Resorts Company here in Southwest Florida.

Debt Placement*
Loan Structure & Negotiations
Interest Rate Management
Private Debt Offerings
Equity Capital*
Entity Formation*
Private Equity Offerings*
Investment Banking Advisor**


*We work in conjunction with your legal counsel in these areas.
**Marquis Wealth Management Group acts as a liaison between the business owner and the investment banker/banking firm.