Rollovers for Business Start-ups
Also Known as ROBS or 401(K) Business Financing
Investing in Themselves
Rollovers for Business Start-ups allow your candidates to leverage existing retirement funds to invest in a small business or franchise – without incurring tax penalties. It’s one of the most efficient ways small business owners can finance a business start-up, acquisition, or expansion.
How it Works
1. New C Corp is Established
2. C Corp Establishes Retirement Plan – Usually a 401(K)
3. Existing Retirement Funds are Rolled into the New 401(K)
4. The 401(K) Purchases Stock in the C Corp
5. The New C Corp, Now Cash Rich, Can Start a Business or Finance
Benefits
Quicker Path to Profitability
Because it’s not a loan, no monthly payments or interest rates are involved, allowing your candidates to make money faster.
Confident Investing
Unlike the stock market, this is an investment your candidates can control, so they won’t have to worry about market volatility.
Experienced and Dedicated Team
Your candidates are in are in good hands. The Guidant team has over 20 years of experience and completed more ROBS transactions per year than any competitor.
Increased Options
ROBS can be used with other financing methods to increase available capital or as the down payment on a loan.
Contact your dedicated Business Development Team today
Evan Gulbrandsen
Account Manager
Paul Cook
Account Management Lead
Jordan Stefnik
Senior Account Manager
Beegees Hebert
Senior Account Manager
Lara Forchuk
Account Manager
Scot McArthur
Account Manager