Fund your acquisition with retirement capital.

Turn eligible retirement savings into equity for your deal using ROBS

No commitment. Most people finish the check in under 5 minutes.

For business buyers

Built for acquisition buyers.

One ROBS workflow

Track setup, signatures, funding, and administration in Nexus.

Dedicated Nexus team

One team from eligibility through ongoing administration.

Capital stack flexibility

ROBS-funded equity can sit alongside other acquisition financing.

How it works

From eligibility to funding.

01

Confirm eligibility

Check your funds, role, and acquisition plan.

02

Align financing

Coordinate ROBS-funded equity with the rest of your capital plan.

03

Set up and fund

Nexus powers the C-Corp, plan, rollover, and stock purchase.

Nexus setup

$5,000

One-time setup fee.

What's included
  • C-Corp formation, including formation filing, state filing fee, first-year registered agent, and C-Corp EIN letter
  • 401(k) plan and trust establishment, including plan trust EIN filing
  • Direct rollover coordination from an eligible existing retirement account
  • Stock issuance to the 401(k) plan trust
  • First-year ERISA fidelity bond

Ongoing servicing

$500 quarterly

Begins after funding.

What's included
  • Ongoing plan administration, including Form 5500 filing and required testing
  • ERISA fidelity bond renewal
  • Cap table and valuation recordkeeping
  • Registered agent annual renewal and filing service fees

See how Nexus differs from legacy ROBS providers.Compare providers

Common questions

Can I use ROBS with SBA financing?
Yes. An SBA lender coordinates acquisition financing while Nexus handles the ROBS equity component. Financing approval is separate.
Which retirement accounts qualify?
Traditional 401(k), Traditional IRA, 403(b), 457(b), SEP-IRA, SIMPLE IRA, and similar qualified pre-tax retirement accounts typically work. Roth IRAs don't work in a ROBS structure. Retirement balances at your current employer usually can't be used for ROBS until you separate. We can help you figure out what's available.
Am I committing by checking eligibility?
No. The eligibility check is free and does not commit you to setup.

See if Nexus fits your acquisition

Check eligibility in a few minutes.