401(k) to CEO: The Mechanics of ROBS Funding

In this episode of Entrepreneurship Unlocked, business broker Seth Rudin is joined by Paul Cook of Guidant Financial and Billy Hunley of Washington Trust Bank to discuss a powerful financing tool known as ROBS (Rollover for Business Startups).

Discover how you can unlock your retirement accounts to fund a business acquisition or startup without paying early withdrawal taxes or penalties.

The panel provides expert insights into the mechanics of business financing, including topics such as:

The ROBS Strategy: Understanding how a 401k rollover acts as a shareholder in your new business.

Acquisition Funding: How to use retirement dollars to cover down payments and satisfy lender liquidity requirements.

Eligibility & Rules: Which retirement accounts qualify and why the new business must be an active C-Corp.

The 30-Day Timeline: A step-by-step breakdown of forming a new entity and moving funds to your corporate account.

Strategic Partnerships: How lenders and brokers work together to close large-scale deals, including a $6 million aerospace transaction case study.

Whether you are a first-time entrepreneur or looking to recapitalize an existing company, this conversation highlights how to leverage your existing assets for maximum business value.

Core Categories & Keywords:
Business for Sale, Business Strategy, Entrepreneurship, 401k Rollover, ROBS Funding, Small Business Financing, Startup Capital, Business Acquisition, M&A, SBA Loans, Financial Success.

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Видео 401(k) to CEO: The Mechanics of ROBS Funding канала Seth Rudin | Business Broker | Dealmaker