Small business is what makes America go round. Directed Equity is here to facilitate the most fundamentally powerful part of our economy—entrepreneurs like you.
We are experts in the exciting sector of self-directed retirement funding. It’s a popular, effective and penalty-free way to access retirement money, such as capital secured in a 401(k), IRA or other employment-based tax-deferred plan, to fund a franchise or proven business opportunity. We’re here to make dreams of business ownership, employment independence and wealth accumulation a reality.
Working with all sides to get deals get done
Directed Equity is in the influential position of working with all sides of the small business community—so all parties benefit. Leveraging a diverse team with backgrounds in accounting, tax law, small-business ownership and franchising, we help entrepreneurs fund ventures through a variety of solutions – all under one roof.
Additionally we support franchisors in securing stronger, smarter franchise candidates by eliminating the financial barriers to borrowing. We also assist bank development officers and other referral partners in creating liquidity for clients to fill those funding gaps—and close more loans.