OUR SERVICES · BUSINESS FUNDING TRUST
Five Steps. One Debt-Free Path.
From corporation formation to funded bank account, we guide every step of your ROBS journey.
THE COMPLETE ROBS JOURNEY
Everything You Need, Handled Step by Step
YOUR ROADMAP
See the Whole Journey At a Glance
01
Set Up Corporation
02
Adopt Your BFT Plan
03
Roll Over Funds
04
Buy Stock
05
Deposit Your Cash
STEP 01
Set Up Corporation
We set you up with a small, closely-held corporation to run your new business out of. This step sets the stage for a smoother and tax-free transaction that keeps ownership in your hands. Your retirement plan invests by purchasing stock in…
Corporation · EIN · Bank Account
STEP 02
Adopt Your BFT Plan
With your corporation in place from Step One, your business now adopts a Business Funding Trust Plan — a qualified 401(k) Profit Sharing Plan that replaces your existing plan. What makes this plan different are the specific clauses that…
Qualified Plan · Custom Documents
STEP 03
Roll Over Funds
With your corporation formed and your Business Funding Trust Plan adopted, your retirement funds now move — rolled over from your existing retirement plan into your plan’s new bank account. This is a plan-to-plan transfer, not a distribution . You…
Plan-to-Plan Transfer · No Withdrawal
STEP 04
Buy Stock
With your plan funded from Step Three, the Business Funding Trust Plan now purchases stock in your corporation with the rollover cash. This is the moment your retirement savings become business capital: your plan holds the stock, your…
Employer Stock · Business Capital
STEP 05
Deposit Your Cash
With the stock purchase complete from Step Four, your corporation now deposits the cash received from the plan into its new bank account. There is no taxable event. Those risky retirement plans — flat for years in the stock market — have…
Funded Account · Ready to Deploy
WHY BUSINESS FUNDING TRUST
Built to Make a Complex Process Feel Simple
One Coordinated Process
Each step connects to the next, with one team guiding the entire transaction.
Compliance Built In
Corporate and plan requirements are addressed from formation through funding.
Support That Continues
You receive practical guidance during setup and after your business is funded.
Contact Us
Ready to fund your business purchase?
Talk with our team about the options available to you.