Guidant Financial’s ROBS program

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


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

Guidant Financial’s ROBS program

Our Mission: To increase the number of people who succeed in small business
Sell a Business
Mergers & Acquisitions