Diane Rosenkrantz: How To Use A Financial Consultant Advisor Before You Buy A Franchise For A Successful Outcome EP 003
Dec 02, 2020•32 min•Season 1Ep. 3
Episode description
Diane Rosenkrantz is a senior consultant with Tenet Financial Group since 2009. She trains both franchise brokers and loan brokers on the 401k/IRA Rollover Funding Option. She works with clients, brokers, and franchises throughout the county with the goal of providing the best funding option. Her specialty is educating and helping clients on the option of accessing pre-tax retirement funds for a new or existing business.
Her past experiences provided an excellent foundation for her knowledge of 401K and Profit Sharing Plans. Diane worked with their top Sensitive Plan’s and led her teams’ efforts in Plan administration, compliance, training, and customer service. She has been published in a number of leading magazines.
Here is some details in what we discussed in the episode:
· Fundability of a new business owner, based on their financials and their history
· The kind of funding it best for a certain kind of business owner
· How they should go about knowing their options and securing that funding
· The difference between funding a C corporation as opposed to an LLC
I hope you will find this podcast as fascinating as I have. Diane has some important knowledge regarding becoming a franchise owner and how exactly to pay for it.
Please let me know your thoughts!
Connect with Diane Rosenkrantz
Website: tenetfinancialgroup.com
Email: [email protected]
Connect with Ricardo Matos
Website: https://srsfranchise.com/
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