Your retirement savings can fund your franchise without incurring penalties or taxes before retirement age. Funds can be available in as little as four weeks.
What this includes
Incorporation
The corporate structure the rollover requires, set up correctly.
Plan Design
A qualified retirement plan built for your new company.
Stock Offering
Your plan purchases stock in the company, funding the business.
5-Year Legal Support
Ongoing compliance support so you stay within the rules.
Many candidates qualify for their SBA cash injection by using retirement funds, combining both programs into one funding plan.
Your team is headed by experienced professionals who keep the structure inside legal compliance from day one.
Talk to a Funding StrategistWe hold your hand every step of the way
- 1
Discovery Call
We get to know each other, align our expertise with your needs, and answer your questions before anything else happens.
- 2
Pre-Qualification & Analysis
Within 24 to 48 hours of receiving your documents, we comb through your financial composition and deliver the options you pre-qualify for.
- 3
Discover Funding Options
We walk you through each option, ideally one solution that uses the least cash while leveraging your assets, then move into the bank process to acquire your loan.