IRA/401(k) Rollover

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.

  • 401(k)
  • 403(b)
  • Traditional IRA
  • Keogh
  • TSP
  • SEP

Contact us!

If this sounds like the plan for you, let us help guide you through the process, free of charge.