If you’ve decided that a Rollover as Business Start-Ups (ROBS) strategy is the right way to finance your new business, congratulations!
You’re already aware of the benefits of using a ROBS plan to give you fast access to the funds you need to open the doors for your company. Now comes the next challenge: how to choose the right ROBS funding provider.
Fortunately, by taking a close look at some of the approaches and services a ROBS provider offers and asking the right questions, you’ll be well equipped to make a smart choice.
What to Look For in a ROBS Provider
Here are some considerations when looking at companies that support 401(k) business funding:
What To Ask ROBS Providers
You’re about to make a deal to establish one of the most important partnerships for your new business. That means asking the questions that will give you a better understanding of the provider and their approach. Consider asking the following:
We have the answers to all these questions and more. At Benetrends, small businesses are our business. To learn more, watch the webinar: How To Use Your Retirement Funds To Buy A Franchise Or Business.
1684 South Broad Street | Suite 130
Lansdale, Pennsylvania 19446
Our mission is to make every Benetrends client our champion. For over 35 years, our Rainmaker Plan® has been tested and proven to work, providing a means for more than 17,000 entrepreneurs to achieve their dreams of business ownership, creating both jobs and prosperity. We are so confident in the Rainmaker Plan design that we stand fully behind our work, backing every client with our Rainmaker Guarantee.
Information provided by Benetrends Inc. is not intended to be used as legal or accounting advice, or as the sole basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of legal or tax professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.
© 2019 Benetrends, Inc. All rights reserved. Privacy Notice.