For business owners and entrepreneurs operating in traditionally underserved industries, finding viable sources of capital to either start or grow a business can be a difficult task. The ROBS strategy for business financing is a funding vehicle that allows business owners to bypass the traditional bank loan process. Implementing the ROBS strategy will allow owners to fund their business ventures through retirement monies (401(k), 403(b), Defined Benefit Plan, etc.) without incurring hefty tax penalties.
The ROBS transaction is a complex process that should be implemented by qualified professionals. Our team of retirement plan veterans have the knowledge and experience necessary to administer such a plan while making sure you remain complaint with all government regulations.