ROBS Advisory Group LLC

About ROBS Advisory Group LLC

ROBS Advisory Group provides advisory and educational guidance for entrepreneurs considering Rollovers as Business Startups funding, business ownership, and retirement-funded startup capital. We help individuals understand how ROBS funding works before using eligible retirement savings to start a new business, buy an existing business, or invest in a franchise. ROBS can be a powerful funding strategy for qualified entrepreneurs, but it is not right for everyone. It involves business structure, retirement plan rules, provider coordination, tax considerations, ongoing responsibilities, and real business risk. Our role is to help entrepreneurs make informed decisions before moving forward. We provide founder-led ROBS advisory, business consulting, readiness review, funding strategy discussion, and referral coordination with independent partner professionals. We help clients understand the process, evaluate opportunities, compare funding options, identify planning questions, and prepare for conversations with qualified providers. ROBS Advisory Group is not a ROBS setup firm, law firm, CPA firm, investment advisor, securities firm, valuation firm, or retirement plan administrator. We do not provide legal, tax, accounting, bookkeeping, investment, securities, valuation, plan administration, or ROBS setup services. Technical services are performed by qualified third-party professionals. Whether exploring a startup, franchise, acquisition, or expansion, ROBS Advisory Group helps entrepreneurs understand the risks, responsibilities, provider roles, and next steps involved in ROBS funding. Better business decisions start with better questions. Our goal is to help entrepreneurs approach ROBS funding and business ownership with practical insight, realistic expectations, and a clearer path forward.