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Michael Shea

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401k

401k

How to Fund Your Business Using ROBS—A Guide for Entrepreneurs

January 20, 2026 by Michael Shea PA

The ROBS process sounds complex at first, but here’s a simplified breakdown:

Filed Under: Uncategorized Tagged With: 401k, benetrends, business, cepa, ibba, investors, michaelshea, orlando, tampa, Transworld

Retirement Planning for Tampa Small Business Owners: Building Wealth with Smart Financial Tools

November 5, 2024 by Michael Shea PA

A SEP IRA can be a solid foundational piece of your retirement strategy, especially if you’re looking for a flexible, high-limit option that’s simple to administer.

Filed Under: Selling A Business, Selling Your Company, Tampa Business Sales Tagged With: 401k, cashbalance, pension, realestate, sepira

All In or All Out When. The problem of sellers wanting to sell portions of their business.

November 7, 2022 by Michael Shea PA

Sell A portion or Sell It All. The reality and complexity of selling a piece of a business.

Filed Under: Business Management Tips, Selling A Business, Selling Your Company Tagged With: 401k, bookofbusiness, exitplanning, routes, sellers, selling, sep

Benetrends and the ROBS Program: Rolling Over Your 401k to Buy A Business

July 9, 2020 by Michael Shea PA

There are limited ways to buy a business. You can pay cash, get SBA financing (tough), leverage seller financing…or use the little known but very effective ROBS program with BENETRENDS . Rollovers as business start-ups (ROBS) are arrangements in the United States in which current or prospective business owners use their 401(k), IRA or other retirement funds to pay for new […]

Filed Under: Business Management Tips, Buy a Business Tagged With: #buyabusiness, 401k, benetrends, michaelshea, Transworld

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