ROBS, SBA, or HELOC? A CPA's Guide to Funding
Wed, Nov 18 · 1:00 PM ET
Michael Reeder's firm specializes in franchise buyers, and he has bought businesses himself. He walks through the full funding menu and the tax side of each choice.
Free to attend. Live Q&A included.
Your host
Michael Reeder, CPAManaging Partner, Reeder CPA GroupWhat we'll cover
- The funding menu: ROBS, SBA loans, HELOCs, 401(k) loans, franchisor financing, and cash
- How to match a funding route to your capital, credit, and risk tolerance
- The tax side of each choice, from C-corp requirements to S-corp vs. C-corp elections
- Mistakes that trip up first-time buyers
- Live Q&A. Bring your rough numbers.
General education only. This is not tax, legal, or financial advice.
Part of Franzy's free education series. New to ROBS and SBA loans? Start with the Aug 26 funding session.
More sessions on the way
We host a new session every month. Save your seat for the next one, or catch up on past sessions below.
Was It Worth It? Ask the Owners.
A candid panel of operating franchisees from different backgrounds and concepts. Panelists to be announced. Date, time, and panelists are subject to change.
- Why they got in: burnout, a layoff, building wealth, legacy, or control of their time
- How they worked through the mental and financial leap
- What year one looked like compared to what they expected
- Open audience Q&A
Watch past sessions
Missed one? Every session so far is free to watch on demand.
Oct 27 · 1:00 PM ET
What Franchise Brands Really Look For
Sep 16 · 1:00 PM ET
The Franzy Process — From First Call to Close
Caleb ClaytonFranzy Franchise AdvisorSep 9 · 1:00 PM ET
Navigating FDDs & Franchise Agreements
Harris ChernowReger Rizzo & Darnall LLPAug 26 · 1:00 PM ET
Financing Strategy: Building Your Funding Plan
Guidant FinancialFranzy Lending PartnerAug 19 · 1:00 PM ET
How to Identify Your Ideal Business Model
Harris GubinFranzy Franchise AdvisorEducation is one of our core pillars.
Franchise ownership is one of the biggest financial decisions someone can make, and the process can feel opaque from the outside. We run this series because the more informed you are going in, the better decisions you will make, whichever franchise you end up choosing. Every session is free, low-pressure, and built around the questions people usually ask too late.
Prepare
Show up to every brand conversation ready to stand out.
Plan
Get your funding, entity, and tax picture right before you sign.
Learn from owners
Hear how real franchisees made their decision.
Reserve your seat. It's free.
Next up: Wed, Nov 18 at 1:00 PM ET. Live Q&A included.