How it Works

At Guidant our goal is to ensure the funding process of your client's business or franchise is as simple and beneficial as possible. The following describes the steps that Guidant takes to roll existing funds into a new business or franchise - but our representatives will be handling almost all of the legwork.

STEP 1 | Form a Corporation
Guidant will form this corporation or work with your client's attorney during the formation process.

STEP 2 | Corporation Sponsors a 401(k) Plan
Guidant's unique 401(k) Plan has been designed to allow for investment into a corporation. The 401(k) Plan comes complete with a favorable determination letter from the IRS at no additional charge.

STEP 3 | Rollover to new 401(k) Plan
Guidant will help your client through the process of moving their retirement funds from their previous employer or IRA into the new 401(k) Plan.

STEP 4 | 401(k) Plan Invests in the Corporation
Your client's new 401(k) Plan purchases stock in the corporation. This 401(k) Plan now holds stock in the corporation and the business is debt-free and cash-rich from the sale of the stock. At this point, the corporation will now be able to purchase a new business or franchise.

“Guidant runs a professional organization. They are very detailed, thorough, and responsive. They keep me informed about what’s going on with my clients. I recommend them to my colleagues all the time.” - Jeff Levy, Franchise Consultant, The Entrepreneur Source