Three ways we help you
Cut Taxes
Ok, slash taxes. The goal is for you to take the income you want; and have the rest move tax free into your retirement account.
Our structural and fiducary work allow:
- Bigger deductions off the same business
- PRE-tax income to become NO-tax income
Gain Business
Offer your customers better terms without hurting your cash flow. Give them longer to pay and you a competative advantage.
Your 401k working accounts receivable lets you:
- Land more sales thanks to better terms
- Accept larger orders with this extra capital
- This works with any 401k balance
Add Income
Bottomline - Our job is to grow your income.
What's your ideal current/future income mix? We'll focus there; but our work is flexible so changes are easy.
- With zero limits, there's no cap to what you can put in 401k each year anymore
- Grow your business while saving on taxes, interest, and outside financing
Use Cases
Strong results in nearly any industry
Accounts Receivable & Your Company 401k
Financial-geekery with a significant ROI
Combining these seemingly unrelated areas you can take deductions from gross business income (before any kind of taxes) and put that money into your 401k. It may even enter as Roth money (tax free, forever).
You'll get to offer your clientele better terms at a net savings to you. Giving you more income in your retirement account and business growth here and now.
If you already use a line-of-credit, a factoring firm, or send business to a financing company you can think of our service this way:
Whatever you're paying them you can pay your 401k instead. …only with more flexibility and it's seamless for your clients.
Plug in a few numbers and get an idea what we can do for you.
Simple Pricing
Tailored to your business
While setup and monthly retainer costs vary significantly depending on the receivables your Plan services; they're straightforward. Most clients have a positive ROI in just a few months.
If you imagine 1%-2% of your sales and think 'that's nothing' or 'that's too much' you see why we have to talk to give a rational estimate.
...plus we'll send a tailored report covering different situations to help you and your advisors figure out what makes sense for you.
If you haven't tried our calculator yet, plug in a few numbers, and get an idea what we can do for you.
Let's Talk
We love questions & client specific scenarios
Call 888-223-2307 or use this form. We'll answer your questions & help you figure out if this'll work for you.