Asset Exchange Group, LLC helps entrepreneurs finance their business opportunities through existing retirement accounts.
Start your new business and pay yourself back rather than the bank. Reduce or eliminate debt, repay your retirement account in a tax-deferred manner all while generating profits and personal income.
The exclusive Asset Exchange Group
program offers the following benefits:
Investing in YOU
- As the CEO of your new endeavor who else is in better control of your future than you? Most retirement accounts have underperformed in the past few years however, greater than 80% of all franchises have become successful ventures. A winning combination you at the helm and your retirement account as your venture capital source!
No taxable event
– With our proven program there is no taxable event allowing you to use up to 100% of your retirement dollars. It gets better; you are able to reduce taxable events for your new company and yourself by making payroll contributions back to your new self-directed retirement plan.
You as the CFO
– You have 100% control of the allocation of the capital from your retirement account. Use it as working capital, payroll or purchase capital equipment the allocation of funds is completely up to you.
Our partners are your partners
– We have established partnerships with SBA preferred lenders that understand our program and are willing to fill any funding gaps you might have.
– If the retirement plan completely capitalizes your venture then you have NO personal liability. There is no need to collateralize personal assets such as your home. However, if additional funding is needed then we are here to help you through our SBA preferred lending partners.
Typically you should have (depending on the franchise purchase) $35,0000 to $50,000 in your current retirement account. As a general rule the funds that you have with your current 401k are not accessible however, recent changes in retirement law allow rollover of certain fund types.