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) penalty free to invest in a business – your new business or franchise!

The Small Business Administration (SBA) offers various loan programs to support small businesses and franchises, providing access to capital that might be challenging to obtain through traditional lending. Two primary types of SBA loans are the Express Loans (including those $150,000 and below) and the standard 7(a) Loans for amounts above $150,000.

Unsecured funding represents a flexible financing option, offering capital without the need for collateral. It provides entrepreneurs with the financial freedom to pursue growth opportunities without risking personal or business assets. While typically carrying higher interest rates and terms of up to seven years, unsecured loans grant businesses the agility to seize opportunities and navigate cash flow challenges.

Leasing is an excellent funding option for small businesses and franchises, offering lower upfront costs and flexible terms to help you access the latest equipment and technology. With leasing, you can preserve your working capital while ensuring your business has the tools it needs to grow and succeed.