401(k) rollover financing, also known as Rollovers for Business Start-ups (ROBS), is a popular choice for many buyers looking to financing a small business acquisition. A ROBS allows the buyer to invest their existing retirement funds into the business without taking a taxable distribution or getting a loan.
What retirement plans qualify?
Most plans qualify for a ROBS arrangement.
- Traditional IRA
If this sounds like the plan for you, let us help guide you through the process, free of charge.