White Papers & Guides
Benetrends is dedicated not only to helping you secure funding, but to helping you educate yourself on a wide range of topics related to starting and funding both franchise and startup businesses.Below is our library of white papers and guides available to you at no cost. Be sure to check back often, because we add new resources regularly.
Retirement-Funded Business Strategies with ROBS
Successfully transitioning out of retirement-funded strategies is vital to securing your retirement savings, reducing tax implications, and protecting the value of your business.
PART 1: Traditional ROBS or a ROBS with a Roth Conversion?
When starting or expanding your business, accessing your retirement funds partially or fully can offer substantial financial flexibility.
PART 2: Retirement-Funded Strategies
Knowing how to transition out of retirement-funded strategies is critical to safeguarding your retirement savings, reducing tax exposure, and maintaining your business’s value.
PART 3: ROBS FAQs
Review frequently asked questions from past ROBS clients.
Make It Rain Book Request
Order Your Free Copy of This #1 Amazon Best-Seller Now!
Second Act Stories
Second Act Stories shares how entrepreneurs are re-imagining retirement and choosing to launch new business ventures later in their careers.
Escaping the Cube
The roadmap to leaving your 9-to-5 job and starting your own business!
The Definitive Guide to 401(K)/ROBS Business Funding
DOWNLOAD E-BOOK The Definitive Guide to 401(K)/ROBS Business Funding Unlock Your Funding Potential Using Your Retirement Funds For many entrepreneurs, finding the funding to launch their new business is the most challenging aspect of the process. Will you get approved...
How to Use Your Retirement Funds to Purchase a Business
The decision to use retirement funds to finance a business is important. This detailed infographic is a helpful addition to your presentation for those clients who prefer to see things laid out visually and to have something to take with them afterward.
Innovative Funding Strategies for Entrepreneurs
Innovative Funding Strategies for Entrepreneurs Trying to understand the vast array of business start-up loans and other funding possibilities for franchises and other new and existing businesses can be overwhelming. After all, you’re an entrepreneur, not a business...