This course is for you if you want to know:

🕵️‍♀️ ROBS 401(k) Financing Plan: What is it, exactly?

🧩 All about the tax consequences of this small business financial tool.

🚀 When you’re ready, here’s how to exit.

In the many years that we’ve been working with small business owners, we’ve noticed an alarming fact. 😳👉While many have ROBS plans in place, few have a plan to exit them. It’s easy to see why: there is simply very little information available about how to exit a ROBS Plan. (This course aims to fix that fact.)

The ROBS Plan Roadmap will show you the different ways to plan for a low-cast exit (and the consequences of not planning for an exit to the ROBS Plan) with the least amount of heartache.

Whether you’re thinking about using retirement funds to finance a start-up business, or you already have one but don’t know how to exit, this course is for you.