Step 1 Calculate your business value.
5 years of tax returns
Calculate weighted average of EBITDA
Multiply by 2 and 4

Only 20% of all businesses end up selling.

72% of business owners don’t have an exit plan of any kind

Calculate your business value.

ROB(s) Your 401K to Buy or Build a Business and Get Away with It!

-Use your 401k to buy a business

-It's NOT an all or none decision

-Another option is the Self Directed IRA

ROB(s) Your 401K to Buy or Build a Business and Get Away with It!

C Corporations only

You may or may not be able to keep your old job
No hands-off ownership allowed

ROB(s) Your 401K to Buy or Build a Business and Get Away with It!

Roll Over Business Startup (ROBS)
The Fairy Tale and the Nightmare
And how to have a happy ending