Can ROBS Be Used with SBA or Other Loans?
One of the most common questions aspiring business owners ask us is this: Can I use a ROBS plan alongside an SBA loan or other financing? The short answer is yes. And for many entrepreneurs, combining ROBS with another loan is not just possible – it’s one of the smartest funding strategies available. Here is […]
What Types of Businesses Qualify for ROBS?
When entrepreneurs begin exploring funding options, one of the most appealing strategies is Rollover for Business Startups (ROBS). It offers a unique opportunity to tap into retirement savings to start or acquire a business – without taking on debt or giving up ownership. But naturally, one of the first questions that arises is: what types […]
Should You Be Concerned About Using Your Retirement Funds to Launch a Business?
Buying or starting a business is one of the biggest financial decisions many people will ever make. Naturally, that means the funding decision deserves careful thought. For some aspiring entrepreneurs, retirement funds represent one possible path to business ownership. But many people have been told for decades to never touch retirement savings until retirement. So […]
What Are the Pros and Cons of Using ROBS?
Funding a business is one of the biggest decisions an entrepreneur will make – and how you choose to finance it can shape everything that follows. One option many aspiring business owners explore is ROBS (Rollovers as Business Startups). It allows you to use retirement funds to start or buy a business without taking on […]
Navigating the Business Buying Process
Buying a business doesn’t have to be overwhelming. With a clear vision, the right connections, and a solid funding strategy, you can uncover opportunities that never even hit the market and step into ownership with confidence.
What is an In Service Rollover and How Does It Work?
Learn how an in service rollover, or ROBS, allows you to use retirement funds while still employed, providing a way to invest in your future now.
How to Use Your 401(k) for Business Funding: Key Takeaways from SMB Deal Hunter’s Interview with Guidant Financial
Discover how to use your 401(k) or other retirement funds for business financing, as explained by CEO Jeremy Ames on SMB Deal Hunter.
Creating Financial Opportunities & Cash Flow with Katie Burckhardt on Money Loves Women
In the latest *Money Loves Women* episode, Dr. Ekstrom and Katie Burckhardt discuss career advancement and financial freedom. Learn key tips, 401(k) financing insights, and strategies for business success.
Harnessing ROBS While Working: Why It Makes Sense and How to Do It Right
Learn to use ROBS financing while employed to start your business using 401(k) funds — without quitting your day job.