As an industry-leading Third-Party Administrator, we specialize in Rollover as Business Startup (ROBS) plan design, installation, and administration. This strategy allows you to use your existing pre-tax retirement account(s) to invest in a business – your new business or franchise! ROBS allow you to buy stock in your new company, tax-deferred and penalty-free—all while helping you start a debt-free business!

The Small Business Administration (SBA) was formed to help small businesses gain access to the critical funding they need to start up, grow and prosper. The SBA 7(a) program is a lending program that offers accessible loans with favorable rates and terms, for the purpose of starting or growing a business. SBA 7(a) loans are government-backed, available through many partner lenders.

SBA funding is not the only loan option to consider. For some entrepreneurs, an alternative to SBA loans, such as an unsecured loan, fits the bill perfectly. Perhaps you do not meet the requirements for an SBA loan or prefer a fixed interest rate or shorter loan term, for example.