YOUR DREAM IS OUR DELIVERABLE

Fund A Business with Your 401(k) or IRA

The Directed Equity Self-Directed 401(k) lets you rollover pre-tax retirement account funds for your next business opportunity — tax-free, penalty-free and hassle-free.

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Confident entrepreneur representing the small business owners Directed Equity helps fund through ROBS and SBA financing

Built to Work With Everyone

We are experts in Rollovers as Business Startups (ROBS) financing — one of the most popular, effective, and penalty-free ways to access capital for business ownership. Our directINVEST™ ROBS program leverages funds in 401(k)s, IRAs, or other tax-deferred retirement plans to fund a business opportunity without taxes or penalties.

Directed Equity works with all sides of the small business community, bringing benefits for everyone. Our team leverages backgrounds across accounting, tax law, small-business ownership and franchising. Together, we specialize in a variety of financing solutions — from ROBS financing to SBA lending — all under one roof.

We also support our franchise partners across many industries by removing the financial barriers to borrowing. Additionally, we work alongside bank development officers and referral partners to create liquidity for clients, helping fill gaps to get to the finish line.

The Directed Equity Difference

  • The entire Directed Equity team are experts, yet never made me feel inadequate — even when I asked the same questions for a 2nd or 3rd time.

    Diana Klassen
    Milwaukee, WI

  • The team was wonderful to work with. The entire process was smooth and we were able to close much faster than had we used the conventional loan process.

    James H.

  • Communication was fast, efficient, and helpful. It was a tremendous value for the money & left me feeling confident that no steps were missed.

    Thomas Stasko
    Brighton, CO
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Our Suite of Services

At Directed Equity, we break down financial barriers for both entrepreneurs and our partners. Our directINVEST program enables entrepreneurs to unlock retirement funds tax- and penalty-free to invest in a business. Beyond funding, we offer education on long-term financial and tax strategy for small business owners. We walk beside each entrepreneur to find the best fit for their individual needs. For our partners, we provide candidate verification and endorsements that support their business development goals.

directINVEST™

START A BUSINESS
with the equity in your 401(k) or IRA

Our self-directed 401(k) program provides the structure to leverage your existing retirement savings — 401(k), IRA, or other qualified pre-tax funds — to finance a franchise or small business.
directEDUCATE™

GET A PREVIEW
of our education process

We provide exclusive one-on-one webinar education to walk entrepreneurs through 401(k), SBA, conventional, and equipment financing — helping them reach their business ownership goals.
directENDORSE™

GET ENDORSED
and close
more deals

Our endorsement program puts a stamp of approval on quality franchises. It also grants pre-approval for our full suite of lending and financing solutions for your candidates.
directVERIFY™

GET VERIFIED
with
Directed Equity

Our candidate verification program connects franchisors with pre-qualified candidates. It also helps entrepreneurs stand out by getting directVERIFIED before the conversation begins.