FRANCHISE FINANCING

NOW YOU CAN OBTAIN FRANCHISE FINANCING FROM YOUR 401(k) or IRA ACCOUNT AND SAVE 43% IN TAXES AND PENALTIES!

(If you have $100,000 in your retirement plan, that’s $43,000 more cash to fund your new business. With the extra cash, you may not even need a business loan.)

With the passage of the ERISA Act, taxpayers are allowed to use retirement funds to purchase stock in their new franchise business without triggering early distribution taxes or penalties.

By adopting a Pension Transfer Trust Plan, your company will have access to an additional 43% of your savings that would normally be paid out in taxes. Since you are actually transferring funds from one investment to another, there is no taxable event, giving you the maximum amount of funds for your franchise financing or small business funding needs.

WE DO ALL OF THE WORK

Our firm provides a package of specific financial components that create this small business funding opportunity. We have assembled a select group of advisors that provide the expertise required to set up and administer this particular type of pension plan.
Now you can get the personal capital contribution often required by franchisors to purchase a new franchise. And, with the extra cash from not paying taxes, you may not need to take out a business loan.