Rollovers as Business Startups, or ROBS, are little-known options for funding the startup or purchase of a new business venture. The option enables the use of qualified plan investments, such as IRA or 401k savings, to fund the business purchase.

Some business buyers, especially “corporate refugees” who may be leaving employment with large 401k balances, may find the ROBS program to be an attractive alternative to traditional bank financing.

In this webinar, Paul Cook, of Guidant Financial, will share insights on how these programs work, the pros and cons of such a funding option, and when it may make the most sense for a buyer to consider.

Agenda:
– CVBBA News & Update
– Panelist Introduction
– Panelist Opening Statements
– Moderator-led Q&A with the Panelist
– Member Questions and Takeaways
– Closing Statements (if time allows)

Come ready to ask questions! RSVP today!

Network with Purpose. Gather with Style.

Join us on July 24th for an unforgettable evening at Legacy Stables as CVBBA brings together business brokers and industry professionals for great conversations, networking, drinks, and delicious food. It’s the perfect chance to connect with peers in one of the region’s most scenic and welcoming venues.

Food and Drinks Generously Sponsored by First National Bank Small Business Finance (Chuck Riker).

First National Bank Small Business Finance is an industry leader in financing for small businesses in the greater mid-Atlantic region and beyond, specializing in Business Acquisitions, Partial Business Acquisitions, Partner Buyouts, and more. Our benefits offer flexible interest rate options to include 3-, 5-, and 10-year fixed options, a structured and proven process for borrowers, and a competitive loan structure to meet the needs of acquisition deals.

Our dedicated and experienced team of Business Development Officers understands every intricacy of the SBA lending process and can customize a loan structure to fit the exact needs of a small business owner. Each BDO takes the time to learn about the business and is a champion for the small business owner from the application process to closing and beyond.

Visit our website at fnbsmallbusiness.com.

Chuck Riker
Vice President, Business Development Officer
501 Fayetteville St., 7th floor/ Raleigh, NC 27601
(815) 545-5908 (cell)

FNB – Chuck Riker