Category: ROBS Plans

When a ROBS owner is ready to transition out of a ROBS arrangement, it can be very expensive for the company to accomplish the exit

For the non-plan business operations of a ROBS company, it is easy to identify the company owner—it’s the so-called “ROBS owner,” who is very likely

In an earlier blog post, we describe the duty for a ROBS plan to redeem stock of the corporation at a fair market value. This

Recall that a ROBS plan is not just a funding mechanism for a new corporation but also a qualified retirement plan. After the initial funding

Whether or not you’re working with an ERISA attorney to wind down your ROBS plan, here are a few pointers for ways to minimize the

Creating a ROBS plan is tricky, and a whole industry has developed to help business founders avoid key compliance pitfalls—Is the ROBS participant an eligible

If you’ve decided to invest in your new company through its retirement plan, commonly known as doing a “ROBS” transaction, you probably are already aware

This post is the second of a two-part post on ROBS exit strategies. The expenses and tax effects of the various paths of ROBS exit