ROBS Year End Valuations

By | 2017-12-21T10:21:19+00:00 December 21st, 2017|Rollover Business Startup|

Plan Administrators require year end valuations of all plan assets. Most of my clients’ plans only contain stock in the sponsoring corporation so this is a straightforward, albeit important, task. Some plan admins do not provide any guidance on creating that valuation. […]

ROBS and WOB

By | 2017-12-06T10:43:24+00:00 December 6th, 2017|Rollover Business Startup|

What is a Women owned Business (WOB)? Does a Rollover Business Startups (ROBS) funding structure allow someone to claim WOB status?

Women Owned Business Women Owned Business

ROBS History with Women Owned Business certification

When I started working with […]