How to use Qualified Retirement Funds as Equity Injection for your Business August 19, 2022, 10:00am CDT August 19, 2022, 12:00pm CDT
Location:
on line webinar

Most of the small business owners will be able to use their 401(k)/IRA funds as their down payment, or equity injection This would enable them to obtain a 7(a) or 504 loan to acquire a business This webinar will explain
o What makes it possible?
o How does it work?
o What does or does not qualify?
o Documentation required by SOP 50 10 6 – the Waiver Packet
o When should I start a Rollover as Business Start-up (ROBS) plan ?
o How long does it take?
o What are the on-going requirements?
o How do I exit?

Presenter: For over 20 years, Suzy Granger CPA has helped small business owners to buy or start their business using retirement funds as equity. Passionate about Main Street, Suzy loves all things small business stands for. She understands that it’s the mom-and-pop shops across our country that drives our economy. She teaches Small Business entrepreneurs and has helped many to set up the company properly to avoid missteps