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Plain-language guides on ROBS qualification, C-Corp setup, tax moves, and the compliance work that lands after the business is funded.
Featured guides
21 guidesWhat Is a ROBS 401(k)?
What a ROBS 401(k) is, how it funds a business, its core requirements and risks, and where to compare setup and administration costs.
The Case for C-Corps
Why C-Corps matter for ROBS, QSBS, reinvestment, institutional capital, and founders who plan to build or buy for long-term ownership.
ROBS Funding Checklist: From Rollover to Compliance
A stage-by-stage ROBS checklist covering eligible accounts, C-Corp setup, rollover mechanics, funding, and ongoing compliance.
All guides
21 guidesSBA's Revised Rules: What Acquirers Need to Know
What acquirers need to know about the August 2026 revisions to SBA SOP.
ROBSWhy Founders Choose ROBS to Start or Buy a Business
Why founders use ROBS to preserve cash, reduce debt, fund an acquisition, and retain ownership.
ROBSROBS Has Entered the SBA Playbook
How to use it right in a 7(a) acquisition
ROBSROBS Risks: What Can Go Wrong and How to Avoid It
The three ROBS failure modes, what the IRS actually found, and the controls that reduce avoidable compliance risk.
ROBSROBS Rollover Timeline: How Long Funding Takes
A week-by-week ROBS rollover timeline, including the custodian delays that determine whether funding takes two weeks or five.
ROBSIs ROBS a Good Idea for Me? An Honest Answer for Founders
The pros and cons of ROBS stated plainly, with a five-question test.
ROBSGuidant Financial Alternatives: Compare ROBS Providers
Compare Guidant Financial alternatives by setup scope, ongoing ROBS administration, published pricing, and operating model.
ComplianceProhibited Transactions
Counsel-reviewed guidance on prohibited transactions in ROBS 401(k) plans.
TaxQSBS and OBBBA
How OBBBA changes the QSBS holding-period calculus for founders comparing C-Corps, LLCs, and S-Corps.
ROBSROBS and SBA Loans: Funding a Business Acquisition
How ROBS equity can pair with an SBA 7(a) loan for a business acquisition, what the lender controls, and how both paths sequence before closing.
ComplianceA Checklist for Post-Incorporation Reporting & Filings
Filing your articles of incorporation is the starting block, not the finish line.
ROBSStartup 401(k) Tax Credits: What Founders Need to Know
What founders should know about startup 401(k) tax credits, non-HCE requirements, auto-enrollment, and ROBS-specific timing issues.
TaxNavigating SALT Cap and QBI
How SALT cap limits, PTET elections, and QBI deductions interact for pass-through founders comparing LLC, S-Corp, and C-Corp tradeoffs.
TaxThe R&D Tax Credit: Non-Dilutive Growth Capital
How eligible founders can evaluate the R&D tax credit, payroll-tax offset rules, qualifying activities, and documentation expectations.
C-CorpJurisdiction Face-off: Delaware vs. The Challenger
Tradeoffs to evaluate when picking where you incorporate your business.
TaxGetting 83(b) Elections Right
One of the most important documents you will file as you start up.
ComplianceThe Business Owner's 1099 Checklist
A practical 1099 checklist for business owners covering vendor thresholds, W-9 collection, payment-method exceptions, and January filing deadlines.
TaxQSBS: The $15M+ Tax Break Every Founder Should Know
A founder-focused QSBS guide covering Section 1202 requirements, holding periods, excluded industries, and common qualification mistakes.
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