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Unlock the secrets to franchise financing with expert insights from Kelly Krueger, a senior consultant at Benetrends. Discover the innovative Rollover as Business Startups (ROBS) method, which allows you to invest your pre-tax retirement funds into your own business without penalties. We promise you’ll gain a fresh perspective on how ROBS can serve not only as an initial funding mechanism but also as a long-term retirement savings strategy, helping you maximize tax advantages as your business scales.

Kelly Krueger debunks common misconceptions about SBA loans and their requirements, providing clarity on personal guarantees and collateral. Learn about the distinct advantages of SBA Express Loans and how they cater to certain business models while offering faster funding. Whether you’re considering transitioning from a corporate role to franchise ownership or intrigued by the growing market of home services franchises, Kelly’s expertise will guide you through the complexities of selecting the right financial strategies for your entrepreneurial journey.

We also dive into the intricacies of financial planning for franchise success, emphasizing the importance of setting revenue goals and understanding IRS compliance. Personal stories of moving from corporate life to becoming a franchise owner illustrate the potential of these opportunities. This episode is filled with invaluable advice on strategic planning and consulting with financial professionals to tailor retirement plans that align with your business growth. Join us for an episode that blends practical guidance with a heartfelt appreciation for the entrepreneurial spirit.

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Send us your questions for an upcoming episode at 305-710-0050.
From your pals in franchise ownership, Jack and Jill Johnson.