Franchise Financing

401(k) Rollover Franchise Financing for Start-up Business

Our program was specifically designed for first-time business owners to help them satisfy the demands that come with a franchise agreement, such as:

    • Paying an initial franchising fee
    • Purchasing property for constructing a business location
    • Installing the equipment for supporting business operation.

The option of purchase a franchise is using the retirement account such as 401(k), IRA, pension plan, benefit sharing, stock option, mutual fund, and an annuity, to roll over another account to fund the franchise costs without cashing out your retirement account(s) and taking a taxable distribution for  getting loan(s).

Funding Resources for Start-up Business:

401(k) Rollover:

  • Traditional Qualified IRA, Not Roth IRA, 403(b), Keogh, SEP, TSP
  • Must be from Prior Employer
  • 3 weeks average for funding
  • No Credit Score required
  • Should have near $50,000 or More in accounts
  • Roll over up to 100% of your retirement account balance

Benefits:

  • No collateral needed
  • No tax penalties
  • No interest
  • Debt-free funding
  • Business owner must be an employee of the business
  • Funding time  up to 3-weeks

The thrill of being your own boss simply can’t be beat. With the assistance that we can offer an opportunity well within your reach. Contact us about getting your financing application started.

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Investment Portfolio Loans

Start-up and business owners can use stocks, bonds, mutual funds or other type of securities accounts as collateral to apply for business loans, while maintaining the value of the portfolio, no liquidating portfolio, no upfront cost, low interest rate (3%-4%). The loans interest aren’t  incurred until the use of funds occurred.

  • Funding amount: minimum $85,000 in brokerage account
  • Funding up to 80% of portfolio balance
  • No out-of-pocket cost
  • Low interest rate
  • Funding time up 2-3 weeks
  • Stock loans close within 10 days

 

Apply Now