Overview

Finding sufficient capital is one of the greatest challenges to get a business going and keep it in the game. The CEO Plan® gets you off to a solid start and gives your business stronger staying power.

In it’s simplest form, the CEO Plan® allows you to roll over your own retirement funds into a new 401(k) that invests in your business. Even better, it allows the value of your business to accumulate tax free in your new 401(k) account.

Some things just feel better with a handshake instead of a keystroke. We know the value of sitting in the same room to talk solutions, particularly when it comes to your retirement savings and business aspirations. If possible, we like to meet with you in person. If not, we can be just as responsive over the telephone and internet. Regardless, we’ll spend as much time as you need to make sure you and your advisors understand every detail of the CEO Plan® and feel comfortable with the transaction.

Every situation is different. As experienced tax lawyers, we understand the law and can analyze your particular circumstances and come up with creative solutions that will accomplish your objectives and keep you within safe legal bounds.

The CEO Plan is not a cookie cutter. It can be tweaked and tailored to accommodate the most complicated of circumstances.

If you took a standard distribution from your 401(k) to fund your business, you’d lose about 35 to 40% in taxes and penalties.

With The CEO Plan™, you’re not subject to any tax or penalties. Instead, you get what’s yours – all of it. Your only expense is a single flat fee that includes the legal set up of your new company.