The beauty of a partnership with Directed Equity is we do the heavy lifting: pre-qualifying retirement funds, business setup, paperwork, transactions, tax planning, and ongoing support.

Here’s a glimpse into how a typical transaction works:

• Refer to Directed Equity a client with insufficient liquidity for a small business bank loan.

• Through directEDUCATE, Directed Equity pre-qualifies client to invest in a select franchise or proven business opportunity.

• Client uses 401(k) or other retirement funds to invest in business.

• Directed Equity establishes C corporation, oversees the rollover and investment, and facilitates all documentation for client via directINVEST.

• You take credit for closing the deal and connecting your client to a viable business opportunity.

Directed Equity is in the influential position of working with all sides of the small business community—so all parties benefit. Leveraging a diverse team with backgrounds in accounting, tax law, small-business ownership and franchising, we help entrepreneurs fund ventures through a variety of solutions – all under one roof.

Our signature lending services not only open entrepreneurs’ eyes to accessing retirement funds tax- and penalty-free for direct business capital, but also educate them on intelligent long-term financial and tax planning and wealth accumulation.

As a subscriber we'll continue to send you valuable information about small business financing to help you make informed decisions. We take care of our clients through our personalized service and we look forward to helping you on your financing journey.