Anyone with skin in the game
Directed Equity can be an ideal partner for any businessperson who works with individuals who are interested in seeing if they might qualify as a candidate for owning a franchise or proven business. Our model is built around connections: bringing educated franchises and potential franchisees together in long-term, highly successful relationships. And that means referral partners are a big part of our new business development plan.
Directed Equity’s self-directed 401(k) often works for entrepreneurs who didn’t even know they could access their “restricted” IRA money to invest in a legitimate business opportunity. We introduce the exiting prospects that come with putting hard-earned retirement dollars toward a dream of business ownership and long-term wealth accumulation.
We regularly help our partners provide a new line of financing for a variety of business situations, including franchise purchases, start-ups, acquisitions, equipment, working capital, refinancing and remodels. Because we can work with so many different types of individuals and business transitions, the Directed Equity team is in constant contact with a wide referral network, including, but not limited to:
- Bank development officers (BDOs)
- Certified public accountants (CPAs)
- Business brokers
- Attorneys
- Financial advisors
