SBA Loan Life Insurance

By | 2018-01-19T09:45:28+00:00 January 19th, 2018|Rollover Business Startup|

SBA loan life insurance is not my bailiwick. I help people create and fund corporations using their own retirement funds, a process the IRS refers to as ROBS. Some of my clients need SBA loans. There is an additional step an SBA […]

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. […]


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 […]

ROBS For Engineers

By | 2017-10-21T10:22:22+00:00 October 20th, 2017|Just for Fun, Rollover Business Startup|

Contracting issues create a unique opportunity for Engineers (and similar professions) to use a Rollover Business Startup (ROBS) to land important contracts. Some of my clients leave firms to launch out on their own. Their goal is to work as a consultant. […]

ROBS Posts Summary

By | 2017-10-09T08:46:41+00:00 August 12th, 2017|Rollover Business Startup|

Here is a ROBS Posts summary to date (Aug 12, 2017)


ROBS Posts Summary – Big Picture

These articles will help people understand the big picture of creating and maintaining a ROBS arrangement


ROBS Setup

These […]