ROBS Plan
Start your business debt-free, without paying taxes or early withdrawal penalties, using your retirement savings.
Fund Your Business Using
Retirement Accounts
Ever dreamed of starting your own business but worried about funding? Here’s a resource many don’t know about:
Rollovers for Business Startups (ROBS) enables you to use your 401(k) or IRA to fund your business, without paying taxes or penalties on a cash withdrawal.
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- Fast-track your business launch
- Avoid loans and interest
- Use ROBS funds as an equity injection for an SBA loan
Turn your retirement savings into the capital you need to launch or acquire a business with the streamlined and simple process outlined below.
EXCELLENT SERVICE AND ATTENTION TO DETAIL
“Mickey’s attention to detail left nothing to chance and everything he said would happen, happened. Every question I was asked he had already prepared me for.
Thanks to his very polished and simplified procedure, everything finished ahead of schedule and at a very reasonable and competitive cost.”
What is a Rollover for Business Startup?
Invest in your business in 6 easy steps
1. Review your financing options with an expert
Our in-house CPA will discuss your unique situation so you can choose the best option for funding your business.
2. Form a closely held business corporation
Accelefund will execute your corporate charter, articles of incorporation, initial resolutions, by-laws and stock certificates.
3. Set up your corporation’s retirement plan
Choose between co-sponsoring the Pension Transfer Trust Plan or setting up a new single-employer plan.
4. Rollover funds into your new ROBS plan
Accelefund expedites the transfer process to roll over your current retirement plan.
5. Purchase stock in your company
We’ll provide the documentation needed for your new retirement plan to buy stock in your business.
6. Fund your business
You now have cash in the bank to start, buy or grow your business.
