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!