For Buyers: How to Buy a Business with Your Retirement Funds

05 May 2025 • 35 min • EN
35 min
00:00
35:32
No file found

Did you know that you can use your retirement funds to buy a business? Jeremy Ames, co-founder and CEO of Guidant Financial, explains how individuals can invest in a business using a 401(k) rollover. This episode of M&A Talk covers the basics of a 401(k) rollover, including the requirements, the risks, and how to replenish your 401(k) after the sale is done. View the complete show notes for this episode.   Want To Learn More?  Retirement Funds Financing When Buying or Selling a Business Small Business Acquisition Financing Morgan & Westfield’s Buyer’s Guide Guidant Financial   Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

From "M&A Talk: #1 Podcast on Selling a Business"

Listen on your iPhone

Download our iOS app and listen to interviews anywhere. Enjoy all of the listener functions in one slick package. Why not give it a try?

App Store Logo
application screenshot

Popular categories