Success Stories

Directed Equity helped me from beginning to end with my countless questions regarding my 401(k) and starting a new business. Thanks to the Directed Equity team, my business is up and running. Great service and reliable advice.

Directed Equity helped me get into a business with capital that I thought would not be usable for 25 years. Happy that I found this very professional group.

Great experience with Directed Equity moving from a newly retired individual with a 401(k) who wanted to take control of his destiny and not rely on the government or financial industry telling him what to do and how to do it.

Directed Equity has succeeded in condensing the 401(k) conversion process into a very efficient, precise business process, making it easy for the new company owner to structure a new corporation aligned to IRS and Federal standards/compliance.

Directed Equity gave me a thoughtful education on financing options for my new franchise. They took the time to get to know me first and then tailored their discussion to my situation. They gladly answered my follow up questions and helped me get everything set up quickly and easily.

Directed Equity was as professional, knowledgeable, and on point as any company that I have ever worked with throughout my business career. Directed Equity truly personifies Trusted Advisor!

Directed Equity was able to help create a corporation with my 401(k)! The guidance provided was excellent.

From start to finish, the Directed Equity team was patient, thorough, and caring. I had never heard of a ROBS program before this. The entire team are experts, yet never made me feel inadequate, even when I asked the same questions for a 2nd or 3rd time.

Staff was extremely professional and detailed, which made the process smooth. They were quick to respond to any questions that I had and were very personable.

I liked how well I was supported through each step of the process. Every question was answered very quickly. I could not have felt more comfortable throughout the process.

What stood out the most was the timely response to questions as well as the ability to clarify specific things along the process to understand what is truly important.

I was specifically impressed and satisfied by the service from the Directed Equity team. They were genuinely invested in the well-being of my business and even took the time to meet with me personally to share their expertise on how to grow my business. I would recommend Directed Equity to anyone I know that could benefit from their service.

I truly appreciate that the team responded to emails in a timely manner and answered my phone calls promptly. Additionally, the level of detail in each email was helpful because it gave step-by-step expectations.

The team cared about making sure that I understand the ROBS structure, so I am positioned for proper administration of the plan after the company launch. I don’t think it could have gone any smoother!

Everything was wonderful. Calls and emails were returned in a very prompt manner. I was kept informed every step of the way and was politely reminded when I was the one with an action item!

The team at Directed Equity did an outstanding job guiding me through the process. Communication was fast, efficient, and helpful. I think it was a tremendous value for the money and left me feeling confident that no steps were missed in the process.

This is my second experience with Directed Equity. They continue to be extremely knowledgeable in regard to using your 401(k) funds to start a business. I will continue to use their services and refer other entrepreneurs to them.

Directed Equity made a very complex process understandable and achievable. The team guided me through each step, and the checklist gave me visibility into where we were at and what to expect next. Their expertise in the Self-Directed 401(k) made the process stress-free, efficient, and successful.

The whole Directed Equity 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.

I thought the team did a great job helping us navigate a fairly complicated process. They were invested in ensuring that the proper time was taken to help us feel comfortable and supportive when we had questions.

Working with the Directed Equity team was educational and easy. They made the process as painless as possible.

The team did a fantastic job explaining everything in clear detail and were very responsive whenever I had a question. Everyone I dealt with at Directed Equity was extremely professional, knowledgeable, and graciously helpful. They really took a lot of worry off of my plate knowing this part of my transaction was being handled so well.

Speaking to a few other people who have done a ROBS, it seemed like this would be a daunting challenge the entire way. The team walked me through each step, answered all my questions, and worked before normal working hours to ensure this process was easy. Their knowledge and availability is why this went so smoothly.

Because of the complexity of the transactions, I was especially appreciative that different team members helped me understand how each piece fit in with the others — understanding the full scope of the rollover was very helpful.

I was totally new to this process and the team was so very helpful in making sure I understood each step of the way. I truly appreciated their patience and ability to clarify details. My banker even complimented Directed Equity for being so thorough and organized. I am satisfied with my choice of Directed Equity to help me start my new business.

I really appreciated the personal touch we received from the Directed Equity team. They were thorough in their counsel and recommendations, and made sure we were fully advised and equipped throughout this process. I will recommend Directed Equity and their services to friends and colleagues.

Awesome team of professionals! Always courteous and prompt. Will absolutely recommend.

The staff knew what needed to be done and held my hand throughout the whole process. In the beginning, I didn’t know anything about the process but at the end, I understood how things were structured and how to get things done. I would definitely use this process to fund my business.

The team was superb! They helped me through the entire process and made a seemingly overwhelming process very easy to understand and execute.

Everything was great and the process was seamless.