Unlocking Franchise Success: Financing Strategies and ROBS Insights with Kelly Krueger

The Franchise Insiders "Inside Scoop" Podcast

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Unlock the secrets to franchise success with insights from expert guest Kelly Krueger, a senior consultant at Benetrends. Discover how you can transform your retirement savings into a thriving business with the Rollover as Business Startups (ROBS) program. Learn how this innovative financing option lets you invest pre-tax retirement funds into your franchise without hefty taxes or penalties, offering immediate capital and a long-term retirement strategy.
Join us as we explore the benefits and complexities of franchise financing, from the tax efficiencies of ROBS to the nuances of setting up tailored retirement plans within your business. Kelly emphasizes the importance of being a W-2 employee in your franchise and how to manage your salary flexibly. We also navigate the world of SBA loans, debunking myths, and highlighting the key borrower responsibilities and the impact of economic factors like interest rates on these loans.
Finally, we shed light on diverse investment strategies for aspiring franchise owners. Whether you're considering an SBA loan, a HELOC, or borrowing against brokerage accounts, we discuss the advantages and limitations of each. We reflect on the role of economic trends in shaping franchise opportunities, particularly in blue-collar sectors. With Kelly Krueger’s guidance, this episode promises to inspire and equip you with the financial knowledge to turn your entrepreneurial dreams into reality.

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Разделы

1. Unlocking Franchise Success: Financing Strategies and ROBS Insights with Kelly Krueger (00:00:00)

2. Franchise Financing and ROBS Explained (00:00:22)

3. Franchise Funding and Tax Strategies (00:07:42)

4. Planning for Franchise Success (00:18:53)

5. SBA Loans and Franchise Financing (00:24:31)

6. Exploring Franchise Investment Strategies (00:33:20)