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Franchise Funding
Resources & Guides

No fluff. No sales pitch. Just deep, practical guides on the mechanics of franchise funding — drawn from 17+ years of packaging deals and written for buyers who want to understand what they're signing.

ROBS Compliance· 15 min read

The Complete ROBS Compliance Guide

What the IRS actually requires of Rollover for Business Startups plans — plain-English interpretation of the IRS Memorandum, the 6 compliance issues, and how a qualified TPA keeps your plan bulletproof.

IRS MemorandumBRF TestingStock ValuationPermanencyExclusive Benefit
Credit Strategy· 12 min read

How Personal & Business Credit Affects Your Franchise Funding

Why your credit profile is the single biggest factor in franchise funding outcomes. Building business credit, 6 credit score myths debunked, available credit targets, and how lenders actually evaluate a business line of credit deal.

FICO ScoresBusiness Credit6 Credit MythsUtilizationUBL Evaluation
Funding Strategy· 8 min read

The 6 Benefits of Borrowing the Right Way

Most small business owners borrow the wrong way and pay for it later. This guide walks through the 6 benefits of borrowing the right way — from separating personal and business credit to maximizing tax deductions you're probably missing.

Access CapitalCredit SeparationCash FlowInterest MinimizationTax Benefits

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