Stronger Borrowers Start with ROBS
A clearer way to navigate ROBS + SBA deals. Close the equity gap with retirement funds. No debt, no penalties, no delay.
Guidant helps lenders understand when ROBS fits, how it works alongside SBA financing, and how to approach the process with more clarity, documentation, and confidence.
Why Partner with Guidant
Guidant helps lenders bring clarity to ROBS-related transactions with an education-first approach. We help explain how ROBS fits into the funding strategy, supports more informed compliance and documentation conversations, and equips clients with educational resources they can use long after funding is complete.
Education first
With an education-first approach, we help lenders navigate ROBS conversations with more clarity, build trust with clients, and move opportunities forward with greater confidence.
ROBS explained in lender terms
Through clear, practical guidance, we explain what ROBS is, when it may be a fit, how it works alongside SBA financing, and what matters most in the documentation.
Stronger client conversations
By breaking down equity contribution, compliance, capital stack, and the overall funding strategy, we help create more informed conversations with clients.
Documentation and compliance support
From practical documentation to clearer transaction structure, our support helps lenders approach ROBS-related deals with more confidence.
Confidence beyond funding
For lender-referred clients, Guidant’s exclusive ROBS Tax Strategy Course extends the value story past closing. It helps business owners better understand compliance, C Corporation structure, compensation planning, reinvestment strategy, and other tax-related considerations that can impact long-term success.
Katie Burckhardt
Business Growth Officer
Ashley Teegarden
Director of Business Development
Paul Cook
Senior Business Development Representative
Suzy Granger
Business Development Representative
Jordan Stefnik
Business Development Representative