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Did you know that you can use your retirement funds to buy a business? Jeremy Ames, co-founder and CEO of Guidant Financial, explains how individuals can invest in a business using a 401(k) rollover. This episode of M&A Talk covers the basics of a 401(k) rollover, including the requirements, the risks, and how to replenish your 401(k) after the sale is done.
If I were to go out on the street and interview 100 people, I’m guessing 99 of them would not know that you can use retirement funds to buy a business.
Jeremy Ames
| 401(k) Rollover Basics [2:23] | |
| Fees, Administrative Requirements, and Annual Requirements [7:43] | |
| How to replenish your 401(k) after buying a business. [18:49] | |
| Future of Rollover Funds [27:08] |
Jeremy Ames is a serial entrepreneur and the Co-Founder & CEO of Guidant Financial, a leader in innovative business funding solutions. With over 20 years of experience, Jeremy has helped 30,000+ individuals leverage their retirement funds to start and grow businesses through programs like 401k Business Financing (ROBS). A firm believer in the power of entrepreneurship to create wealth and freedom, Jeremy’s career spans successes, failures, and invaluable lessons, including being recognized as the SBA’s Young Entrepreneur of the Year.
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Food & Drug Attorney | F&B Law
When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material…
Investment Banker
Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction?…
You’ve invested your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees. The moment has finally come for you to start a new chapter in your life. Explore your options now.
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