Who we partner with

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

Think you have a client interested in a small business?
Please contact Mark Challis for more information about partnering with Directed Equity.