A serial entrepreneur, David has successfully launched a number of companies over the last 15 years within financing, digital media, real estate development and business services. He’s also an active angel investor who has helped seed companies in neuropharma, online travel, personal financial management, medical billing, technology and more.

David Nilssen, CEO, Guidant Financial

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Terry Powell, Founder, The Entrepreneur's Source

A leader and entrepreneur, Terry Powell has 30 years in the business coaching profession and founded The Entrepreneur’s Source (TES), a business coaching service, and developed AdviCoach, a coaching advisory service. He has a unique ability as an Entrepreneur to envision the possibilities, creating dreams with bigger stakes and rewards.

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About The Presenters

Guidant Financial - Small Business Funding

CPA & Attorney Education:

Understanding Rollovers for Business Start-ups (ROBS)

Learn how
The ROBS structure works
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Do you have clients who are struggling for ways to capitalize their business? Are you being asked what ROBS is? If either of these questions rings true, it’s time to learn more about the Rollover for Business Start-ups (ROBS) arrangement, as simple way to use retirement funds to launch a business. This webcast is your chance to learn from ROBS experts and hear pressing questions from other CPAs and attorneys.

This webcast covers:

Enhance your advisory profile. Discover the risks and rewards of using Rollovers for Business Start-up.




Overview of how the ROBS structure works.

The state of small business funding and the demographic changes that will increase the number of small businesses using ROBS.

In-depth discussion on the key operating requirements of ROBS. 

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© Copyright 2021 Guidant Financial

You should watch this webcast if you're interested in understanding the ins and outs of Rollovers for Business Start-Ups (ROBS) so you can advise your clientele on an additional small business funding option. The presenters will examine the ROBS structure and cover the IRS guidelines that govern this small business funding structure.

David Nilssen

CEO, Guidant Financial

The Presenters

Brian C. McManus

Partner, Latham & Watkins

Tom Smith

Tax & ERISA Attorney