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Acquisition buyer guide

Best ROBS Providers for Business Acquisitions

By Dennis Shirshikov, senior financial writer focused on ROBS provider due diligence. Published July 26, 2026; reviewed July 30, 2026.

If you are buying an existing business with ROBS, compare providers by the acquisition work they publicly support: setup, rollover coordination, employees, valuation, financing, closing, administration, and exit. This guide compares publicly verifiable acquisition-relevant scope and highlights what buyers must verify before closing.

The provider universe is exactly 14 providers. This guide does not rank providers by compensation or partnerships; it compares publicly verifiable acquisition-relevant scope. Provider statements are treated as provider-reported facts, not independent proof of compliance or buyer suitability. Sources were reopened through July 30, 2026.

Comparison lens

14

Every shared provider record stays in the denominator, including unavailable or unverified providers.

Direct Answer: Match Provider Scope to the Acquisition

A business acquisition changes the ROBS provider question. A startup buyer mainly asks whether the provider can form the C corporation, establish the qualified retirement plan, coordinate the rollover, and administer the plan. An acquisition buyer also needs to know how the provider fits with a purchase agreement, seller documents, lender conditions, employee handoff, working-capital gap, valuation support, and eventual sale or shutdown. The better shortlist is the one whose written scope matches the transaction.

A ROBS, or Rollovers as Business Start-Ups arrangement, generally moves eligible retirement assets into a new qualified plan sponsored by a C corporation. The plan purchases employer stock in that corporation, and the corporation receives business capital. IRS materials describe the C corporation stock purchase, rollover, valuation, Form 5500, Form 1120, discrimination, prohibited-transaction, and failed-business concerns that can arise; DOL materials describe fiduciary duties and service-provider monitoring.[1][2][3][4][5][9][10]

Define the Actors Before Comparing Providers

Acquisition comparison starts by identifying which party owns, controls, funds, administers, or verifies each part of the ROBS transaction. These definitions keep the money movement and ongoing responsibility clear before provider scope is compared.

The buyer and retirement account

The buyer must have eligible retirement assets available for distribution or transfer. Direct rollovers avoid withholding; 60-day rollovers can create withholding and deadline risk. Current-employer plan rules, account type, required minimum distributions, outstanding loans, and inherited-account issues can change the answer.[3]

The C corporation and plan

The C corporation is the taxable company that sponsors the plan and buys or operates the business. The qualified plan is the retirement plan created for the company. The plan trust holds plan assets, and a trustee or custodian helps carry out plan transactions. Employer stock is stock issued by the C corporation and purchased by the plan.

The provider

The plan sponsor is the C corporation responsible for operating the plan. A fiduciary is a person or committee with discretionary control over plan operation or assets. A provider may prepare documents, coordinate rollovers, administer records, arrange valuation support, or refer financing professionals, but provider help does not remove sponsor and fiduciary responsibility.[4][10]

Seller, lender, and employees

The participant is the buyer whose eligible retirement assets move into the new plan. Other acquisition actors include the seller, broker, landlord, lender, franchisor if any, carryover employees, payroll provider, attorney, CPA, valuation professional, and plan administrator. Provider pages rarely show how all parties are coordinated at closing.

How Acquisition Buyers Should Compare ROBS Providers

Start with the transaction facts, then map provider scope against them. For each provider, ask for a written statement of what is included, optional, referred, or excluded. Do not treat generic startup, franchise, funding, or audit language as proof of acquisition-closing support unless the provider also describes the acquisition task you need.

ROBS setup

  • C corporation.
  • Plan document.
  • Stock subscription.
  • Rollover instructions.
  • Bank sequencing.

Deal structure

  • Asset purchase.
  • Stock purchase.
  • Franchise transfer.
  • Seller note.
  • Real estate or lease assignment.

Employees

  • Census.
  • Payroll cutoff.
  • Eligibility and notices.
  • Testing.
  • Statements and Form 5500 data.

Valuation

  • Initial employer-stock value.
  • Annual valuation.
  • Later redemption value.
  • Conflict controls.

Funding stack

  • ROBS equity.
  • Buyer cash.
  • SBA 7(a) or other debt.
  • Seller financing.
  • Investors and reserves.

Closing

  • Sources and uses.
  • Escrow timing.
  • Corporate authority.
  • Lender documents.
  • Closing statement review.

Administration

  • Recurring fees.
  • Participant charges.
  • Annual forms and amendments.
  • Testing.
  • Audit help and corrections.

Exit

  • Business sale.
  • Stock redemption.
  • Plan termination.
  • Failed business or insolvency.
  • New investor and employee balances.

Asset Purchase, Stock Purchase, Employees, Valuation, Funding, Closing, Administration, and Exit

In an asset purchase, the ROBS C corporation generally buys selected assets and assumes only stated liabilities, but the buyer still must coordinate inventory, equipment, lease assignments, permits, contracts, working capital, employee offers, and closing funds. In a stock purchase, the buyer may acquire the target corporation itself; a ROBS buyer needs counsel before assuming the new C corporation can simply buy target equity without tax, securities, prohibited-transaction, lender, or plan complications. SBA acquisition materials tell buyers to review seller documents, contracts, leases, tax returns, financial statements, value, purchase agreements, and professional advice; they do not validate ROBS mechanics.[6]

Employees are not an afterthought. IRS ROBS materials identify problems when employees are not notified, do not enter the plan, or cannot receive employer-stock features that benefited the founder. DOL materials require plan documents, participant information, fiduciary prudence, reasonable fees, bonding, and reporting. If the acquired business has staff, ask how the provider coordinates eligibility dates, census data, plan notices, payroll cutoffs, benefit statements, Form 5500 data, and nondiscrimination testing.[1][2][4][5]

Valuation is also not just a startup formality. The employer stock issued to the plan needs support at formation, annual reporting needs values, and later sale, redemption, failure, or recapitalization can require fresh analysis. IRS guidelines specifically identify deficient stock valuations and prohibited-transaction concerns. A provider's valuation service may help, but it does not eliminate the fiduciary's need for a prudent process.[2][4]

Funding and closing should be modeled before provider selection. SBA 7(a) loans can support changes of ownership, working capital, equipment, real estate, and multiple purposes, but the borrower works directly with a lender. A ROBS provider's SBA packaging or lender network can be useful; it does not replace lender underwriting or closing conditions.[7][8]

Reproducible Sources-and-Uses Example

Assumptions

The buyer is purchasing an operating business for $650,000, wants $90,000 of opening working capital, budgets $25,000 for closing and professional costs, estimates $7,000 for ROBS setup and first-year administration, and keeps a $30,000 contingency reserve. Sources are $220,000 of ROBS equity, $40,000 of personal cash, and a $65,000 seller note.

Uses

Purchase price
$650,000
Working capital
$90,000
Closing/professional costs
$25,000
ROBS setup and first-year administration
$7,000
Contingency reserve
$30,000
Total uses
$802,000

Sources

ROBS rollover
$220,000
Buyer cash
$40,000
Seller note
$65,000
Implied SBA 7(a) or other lender debt
$477,000

Formula and result

Total uses = purchase price + working capital + closing and professional costs + ROBS setup and first-year administration + contingency reserve. Implied lender debt = total uses - ROBS rollover - buyer cash - seller note. Result: $802,000 total uses - $325,000 non-lender sources = $477,000 implied lender debt.

Omissions

This example does not estimate taxes, SBA guarantee fees, interest, collateral, personal guarantee exposure, state fees, provider fee changes, valuation fees beyond the placeholder, future plan administration, retirement opportunity cost, business failure, or exit value. Those omissions can change whether ROBS, debt, seller financing, or a smaller acquisition is reasonable.

Reader-Facing Profiles for the 14 Provider Universe

Guidant Financial

Sources S11

May fit an acquisition buyer who wants ROBS setup, ongoing administration, valuation, audit-protection language, and separate SBA loan packaging from one provider ecosystem.[11]

Visible public support

  • ROBS setup starts at $5,495.
  • 401(k) plan administration starts at $149 per month.
  • Public scope includes audit protection and ERISA attorney access.
  • The page lists business valuation and SBA loan packaging.
  • It also lists payroll, tax, and bookkeeping support.

Verify before relying on it

  • Get written confirmation of purchase-agreement timeline coordination.
  • Ask who handles lender closing packages, seller-note documents, and employee transition.

Unavailable or not source-proved

The public pricing page does not establish acquisition-closing workflow.

Benetrends Financial

Sources S12

May fit a buyer who wants a long-running ROBS provider with in-house retirement-plan support and visible business-purchase use language.[12]

Visible public support

  • The page describes C corporation setup.
  • It describes creating a qualified plan.
  • It describes transferring retirement funds and employer-stock purchase.
  • It states capital can be used to start, purchase, or recapitalize a small business or franchise.
  • It describes in-house retirement-plan support and Audit Shield.

Verify before relying on it

  • Ask whether acquisition diligence is included.
  • Confirm stock-versus-asset purchase coordination and closing-statement review.
  • Confirm employee onboarding scope.

Unavailable or not source-proved

Public source language does not provide a complete purchase-closing workflow or fee schedule.

FranFund

Sources S13

May fit a buyer who wants franchise-aware ROBS administration and optional loan packaging while using separate acquisition counsel.[13]

Visible public support

  • FranFund describes the FranPlan ROBS process.
  • It gives examples of qualifying retirement plans.
  • It states retirement funds can be used as an SBA loan equity injection.
  • It describes a dedicated in-house TPA administrator after rollover completion.

Verify before relying on it

  • Ask whether existing-business acquisition support is direct.
  • Confirm carryover employee and lease-assignment support.
  • Confirm purchase-price adjustment, seller-note, and closing-document scope.

Unavailable or not source-proved

The reviewed public page does not verify acquisition-closing workflow.

Pango Financial

Sources S14

May fit a buyer who wants a published-price ROBS package and online account management, then plans to confirm acquisition-specific duties in writing.[14]

Visible public support

  • DreamSpark is listed at $4,695.
  • The page lists incorporation setup and certified business valuation for new businesses.
  • It lists registered-agent services and a low monthly maintenance plan.
  • It lists a customized retirement plan and 24/7 online account management.
  • The source says ROBS business funding may support staff salaries, marketing expenses, or equipment purchases.

Verify before relying on it

  • Confirm existing-business purchase timing support.
  • Confirm closing funds-flow and seller payroll handoff.
  • Confirm lender source-and-use reconciliation.

Unavailable or not source-proved

Closing coordination and post-close employee administration details are not fully public on the reviewed page.

My Solo 401k Financial

Sources S15

May fit a cost-sensitive acquisition buyer who already has acquisition counsel, lender coordination, and closing support elsewhere.[15]

Visible public support

  • The page publishes a $3,000 setup fee including first-year support.
  • The annual fee is $899 after 12 months.
  • Setup includes corporation formation and plan establishment.
  • Setup also includes transfer forms, corporation EIN, and plan EIN.
  • The setup list also includes an audit guarantee.
  • Annual support includes Form 5500 and 1099-R reporting.
  • Annual support includes routine valuation and amendments.
  • Annual support also includes participant additions, contributions, and vesting.
  • Annual support lists nondiscrimination, top-heavy, additions, and coverage testing.

Verify before relying on it

  • Ask whether buying an existing business changes valuation support.
  • Confirm employee, purchase-agreement, and closing coordination scope.

Unavailable or not source-proved

The reviewed pricing page does not verify integrated acquisition advisory or lender-closing workflow.

IRA Financial

Sources S16

May fit a buyer who wants a retirement-account specialist and is willing to verify ongoing administration, acquisition, and valuation scope before relying on the provider.[16]

Visible public support

  • The page describes rolling retirement funds into a new 401(k) sponsored by a C corporation.
  • It describes having the plan purchase corporation stock.
  • It lists a $3,500 setup fee and a displayed $1,000 first-year promotional price.
  • It describes ROBS specialists, ongoing maintenance, expert support, and guaranteed IRS audit protection.

Verify before relying on it

  • Request the recurring administration fee after promotions.
  • Get acquisition workflow, employee-plan tasks, valuation process, and exit help in writing.

Unavailable or not source-proved

The reviewed page does not publish a complete acquisition-closing or ongoing-fee schedule in page text.

Tenet Financial Group

Sources S17

May fit an existing-business buyer who values assigned administration, employee-participation language, and stated help during a sale or dissolution.[17]

Visible public support

  • The reviewed page described plan design and installation.
  • It also described administration.
  • It described an assigned administrator and Form 5500 support.
  • It included employee-participation language.
  • It used start-or-buy-a-business language.
  • It described step-by-step administrator help when selling or dissolving the business.

Verify before relying on it

  • Ask for written pricing.
  • Confirm acquisition-document and valuation scope.
  • Confirm employee transition tasks and closing steps Tenet handles versus refers.

Unavailable or not source-proved

Public acquisition-closing scope and valuation scope were not complete in the reviewed source summary.

Business Funding Trust

Sources S18

May fit only after substantial verification because the reviewed facts establish a limited public record for acquisition buyers.[18]

Visible public support

  • The reviewed source described a no-cost administration kit.
  • It also used optional professional-help wording.

Verify before relying on it

  • Verify current operating status and setup sequence.
  • Confirm ROBS plan documents, administration, valuation, audit support, and employee support.
  • Get fees and acquisition workflow in writing before relying on it.

Unavailable or not source-proved

Setup sequence, acquisition workflow, valuation, audit, exit, and current full-service scope were unverified in the reviewed source summary.

Accelefund

Sources S19

May fit a buyer who wants published ROBS setup and administration scope while arranging purchase diligence separately.[19]

Visible public support

  • The reviewed pricing source described setup and monthly administration.
  • It described legal documents, stock subscription, and initial appraisal.
  • It described employee enrollment and Form 5500/8955-SSA support.
  • It also described bond facilitation, audit assistance, and correction wording.

Verify before relying on it

  • Confirm support for seller documents and working-capital calculation.
  • Confirm source-and-use schedule, employee handoff, and closing support.

Unavailable or not source-proved

Public acquisition-closing and exit support were not verified by the reviewed source summary.

ROBSPRO

Sources S20

May fit a buyer who wants attorney-led ROBS setup and expects acquisition financing and closing coordination to come from separate professionals.[20]

Visible public support

  • The reviewed fees source described attorney-led turnkey setup.
  • It described monthly administration and first-year Form 5500 help.
  • It also described employee-eligibility discussion.

Verify before relying on it

  • Confirm pricing and ongoing administration boundaries.
  • Confirm valuation support, audit support, employee transition, and exit support for an acquisition.

Unavailable or not source-proved

Financing and acquisition workflow were excluded rather than inferred from the reviewed source summary.

Aprio

Sources S21

May fit more complex acquisition buyers who want tax, valuation, compensation, M&A, and exit advisory around the ROBS structure, subject to quote-level scope.[21]

Visible public support

  • The reviewed source described C corporation, plan, and rollover support.
  • It described annual administration.
  • It also described tax, valuation, compensation, M&A, and exit advisory scope.

Verify before relying on it

  • Ask for an engagement letter showing included ROBS and transaction tasks.
  • Confirm valuation, tax, employee-plan, closing, and exit tasks and costs.

Unavailable or not source-proved

Transaction closing support was quote-level, not fully described in public page text.

Directed Equity

Sources S22

May fit buyers seeking professional coordination across attorneys, CPAs, and financing experts before accepting quote-only details.[22]

Visible public support

  • The reviewed directINVEST source described a four-step process.
  • It described attorneys, CPAs, and financing experts.
  • It cited franchise or other small-business funding use cases.

Verify before relying on it

  • Request published-equivalent written setup and recurring administration scope.
  • Confirm pricing, valuation, employee administration, Form 5500, audit, closing, and exit scope.

Unavailable or not source-proved

Pricing and ongoing administration detail were quote-only in the reviewed source summary.

Nexus 401(k) by Talcott Forge

Sources S23

May fit a buyer who wants bundled setup and quarterly administration but will handle acquisition and financing through separate advisors.[23]

Visible public support

  • The reviewed pricing source described setup and quarterly administration.
  • It described C corporation and plan/trust support.
  • It described rollover and stock issuance.
  • It described bond support and Form 5500.
  • It also described testing, cap table, and valuation recordkeeping.

Verify before relying on it

  • Confirm acquisition-specific support.
  • Confirm seller payroll and benefits handoff.
  • Confirm SBA or seller-financing source documentation and business sale or shutdown support.

Unavailable or not source-proved

Acquisition workflow and financing support were not verified in the reviewed source summary.

ROBsAdvisor

Sources S24

Acquisition buyers should treat ROBsAdvisor as unavailable until a current public website or current service record can be verified.[24]

Visible public support

  • It remains in the 14-provider universe so unavailable facts are not silently removed.

Verify before relying on it

  • Verify current website availability and operating status.
  • Confirm services, pricing, administration, valuation, audit, acquisition, closing, and exit support before comparison.

Unavailable or not source-proved

Current service, price, and acquisition claims were unverified.

Risks and Alternatives for Acquisition Buyers

The core ROBS tradeoff combines compliance risk with retirement concentration risk. The plan exchanges diversified retirement assets for employer stock in one privately held company. If the acquired business underperforms, the retirement account may lose value even if the structure was implemented correctly. IRS project findings also identify failed businesses, filing failures, valuation issues, discrimination issues, and promoter-fee concerns.[1][2]

Compare ROBS against SBA 7(a) loans, conventional bank debt, seller financing, equipment financing, home-equity financing, personal loans, taxable retirement withdrawals, self-directed IRA structures, outside investors, buyer cash, and reducing the purchase price or deal size. The useful comparison includes taxes, penalties, interest, origination fees, monthly debt service, collateral, personal guarantees, equity dilution, liquidity, retirement concentration, compliance cost, working capital, and exit consequences.

Do not let provider selection outrun deal diligence.

A provider can help implement or administer the ROBS structure. It does not prove the target business is worth the price, that employees will transition cleanly, that the lender will close, that the plan fiduciaries met their duties, or that the buyer can absorb a loss.

Next Steps Before You Contact Providers

Before contacting providers, prepare the facts and documents that make each provider's written scope comparable.

  1. Write a one-page acquisition summary: asset or stock purchase, price, employees, lender, seller note, working capital, closing date, franchisor or landlord approvals, and expected rollover amount.
  2. Build a sources-and-uses schedule like the example and update it with lender fees, provider fees, reserves, valuation costs, taxes, and professional fees.
  3. Send the same written scope request to each shortlisted provider so comparisons are meaningful under DOL service-provider selection principles.[10]
  4. Ask counsel and a CPA to review the purchase structure, C corporation consequences, seller documents, tax treatment, and closing mechanics.
  5. Use adjacent guides after the acquisition facts are clear: provider directory, interactive comparison, methodology, matcher, best ROBS providers, full-service guide, fee guide, how to compare ROBS companies, use a 401(k) to buy a business, ROBS for an existing business, ROBS and SBA, and ROBS and seller financing.

Frequently Asked Questions

These answers summarize provider selection, ROBS acquisition use, SBA boundaries, and common source gaps for buyers comparing providers.

Who is the best ROBS provider for a business acquisition?

Acquisition buyers should compare provider fit against the transaction: asset or stock purchase, employees, financing stack, valuation, closing timeline, administration, and exit needs.[6][7][8] The strongest shortlist is provider-specific, source-bounded, and confirmed in writing under service-provider selection and monitoring principles.[4][10]

Can a ROBS fund an existing-business purchase?

A conventional ROBS capitalizes a C corporation through a qualified plan's employer-stock purchase.[1][2] The corporation can then use business capital for a bona fide operating business, but the purchase structure, valuation, employees, and prohibited-transaction issues need professional review.[2][4][6]

Does SBA approval validate a ROBS?

No. SBA materials support lender and acquisition-diligence boundaries.[6][7][8] They do not determine rollover eligibility, employer-stock value, plan qualification, or fiduciary compliance.[2][3][4]

What facts are most often unavailable on provider pages?

Public pages often omit transaction-closing workflow, stock-versus-asset purchase support, seller payroll transition, recurring employee charges, valuation details, exit fees, and exactly which professionals perform each task.[11][12][13][14][15][16][17][18][19][20][21][22][23][24]

Sources

Provider sources support only what the provider publicly states. Government sources support rollover, plan, fiduciary, filing, C corporation, SBA lending, and acquisition-diligence boundaries. No source proves a universal provider winner, provider rating, customer outcome, SBA approval, IRS approval, guaranteed compliance, or individualized suitability.

  1. 1. IRS ROBS compliance project

    IRS page last reviewed or updated November 16, 2025. Supports ROBS mechanics and examination concerns: promoter fees, Form 5500, Form 1120, valuation, discrimination, employee access, and failed-business concerns.

  2. 2. IRS ROBS examination guidelines

    IRS Employee Plans memorandum dated October 1, 2008. Supports employer-stock, valuation, prohibited-transaction, qualification, discrimination, and operational-risk boundaries.

  3. 3. IRS rollover guidance

    Supports direct rollovers, 60-day rollover boundaries, withholding, eligible rollover distribution limits, receiving-plan acceptance, and plan-distribution conditions.

  4. 4. DOL fiduciary responsibilities

    Supports fiduciary duties: prudence, exclusive benefit, plan documents, reasonable expenses, service-provider monitoring, bonding, prohibited transactions, employee notices, employer-stock monitoring, and participant disclosures.

  5. 5. DOL Form 5500 reporting

    Supports annual Form 5500 reporting and electronic filing boundaries for employee benefit plans.

  6. 6. SBA buy an existing business or franchise

    SBA acquisition guidance supports reviewing seller documents, contracts, leases, tax returns, financial statements, business value, purchase agreements, working capital, and professional review.

  7. 7. SBA 7(a) loans

    Supports that 7(a) loans may be used for changes of ownership, working capital, equipment, real estate, and multiple purposes; the borrower works directly with a lender.

  8. 8. SBA lender match

    SBA identifies Lender Match from the 7(a) page and states the borrower works directly with a lender, not SBA. The former /funding-programs/loans/lender-match URL returned 404 during this review.

  9. 9. IRS Form 1120

    Supports the C corporation income-tax filing boundary: domestic corporations use Form 1120 to report income, gains, losses, deductions, credits, and tax liability.

  10. 10. DOL choosing a retirement plan service provider

    The standalone choosing-a-service-provider URL returned 404 during this review; the DOL fiduciary booklet contains the service-provider selection, fee, and monitoring guidance used here.

  11. 11. Guidant pricing and ROBS

    Provider-controlled source checked July 30, 2026: ROBS setup starts at $5,495; 401(k) plan administration starts at $149 per month; visible claims include audit protection, ERISA attorney access, business valuation, SBA loan packaging, payroll, tax and bookkeeping support.

  12. 12. Benetrends ROBS and franchise funding

    Provider-controlled source checked July 30, 2026: Rainmaker/ROBS process, C corporation, qualified plan, rollover, employer-stock purchase, in-house retirement-plan support, Audit Shield, funding ecosystem, and a stated ability to use capital to start, purchase or recapitalize a business or franchise.

  13. 13. FranFund 401(k) business funding

    Provider-controlled source checked July 30, 2026: FranPlan, ROBS mechanics, eligible account examples, SBA equity-injection language, SafetyNet, plan administration, dedicated TPA, compliance support, and provider-stated audit rate.

  14. 14. Pango ROBS and FAQ

    Provider-controlled source checked July 30, 2026: DreamSpark setup, $4,695 published price, incorporation, certified business valuation for new businesses, registered agent services, low monthly maintenance plan, customized retirement plan, and online account management.

  15. 15. My Solo 401k Financial pricing

    Provider-controlled source checked July 30, 2026: $3,000 setup including corporation formation, plan, transfer forms, EINs and first-year support; $899 annual support after 12 months; Form 5500, 1099-R, valuation, amendments, testing, contributions, vesting and participant additions.

  16. 16. IRA Financial ROBS

    Provider-controlled source checked July 30, 2026: ROBS setup, C corporation and new 401(k), $3,500 setup fee, displayed first-year promotion, ongoing maintenance, specialist support, and audit-protection claim.

  17. 17. Tenet ROBS funding

    Provider-controlled source checked July 26, 2026: plan design, installation, administration, assigned administrator, Form 5500, employee-participation language, start-or-buy-a-business use case, and step-by-step administrator help when selling or dissolving the business.

  18. 18. Business Funding Trust ROBS and fees

    Provider-controlled source checked July 24, 2026: no-cost administration kit and optional professional help wording; setup sequence, acquisition workflow, valuation, audit and exit details unverified.

  19. 19. Accelefund pricing

    Provider-controlled source checked July 25, 2026: setup, monthly administration, legal documents, stock subscription, initial appraisal, employee enrollment, Form 5500/8955-SSA, bond facilitation, audit assistance, and correction wording.

  20. 20. ROBSPRO fees

    Provider-controlled source checked July 24, 2026: attorney-led turnkey setup, monthly administration, first-year Form 5500 help and employee-eligibility discussion; financing and acquisition workflow excluded.

  21. 21. Aprio ROBS services

    Provider-controlled source checked July 24, 2026: C corporation, plan, rollover, annual administration, tax, valuation, compensation, M&A and exit advisory scope; acquisition advisory visible but transaction closing scope quote-level.

  22. 22. Directed Equity directINVEST

    Provider-controlled source checked July 30, 2026: four-step directINVEST process, attorneys, CPAs and financing experts, and franchise or other small-business funding use cases; pricing and ongoing detail quote-only.

  23. 23. Nexus 401(k) pricing

    Provider-controlled source checked July 24, 2026: setup, quarterly administration, C corporation, plan/trust, rollover, stock issuance, bond, Form 5500, testing, cap table and valuation recordkeeping; acquisition workflow not verified.

  24. 24. ROBsAdvisor directory record

    Directory record checked July 24, 2026: public website unavailable; current service, price, and acquisition claims unverified.

Turn the guide into a written provider scope request

Compare providers only after the purchase price, employees, lender, seller financing, working capital, valuation, closing, administration, and exit questions are written down.

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