Business Financial Consulting

businessThe President & Managing Member of Marquis Wealth Management Group, Rick Krichbaum, holds an MBA in Finance and has more than 25 years experience in business finance including the position of CFO (Chief Financial Officer) at one of Southwest Florida's premier resort companies.

Rick and his team of professionals are available to assist in the following areas of financial consulting:

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.