ROBS Pioneer Since 1983

Benetrends Review 2026: The Original ROBS Provider

Benetrends invented ROBS (Rollover for Business Startups) in 1983, making them the original pioneer in retirement-funded business financing. With 40+ years of experience, they've helped over 15,000 entrepreneurs turn their retirement savings into successful businesses.

4.5/5
|BBB Rating: A+|40+ Years Experience
4.5

The Verdict

Recommended

Benetrends is a solid ROBS choice with unmatched 40+ years of experience. Slightly lower fees than competitors, but fewer additional services. Great for straightforward ROBS needs.

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Benetrends at a Glance

Founded
1983
Minimum Required
$50,000
Setup Fee
~$4,995
Monthly Admin
$129/mo
BBB Rating
A+
Businesses Funded
15,000+
Experience
40+ years
Support
Phone & Email

Benetrends: Pros and Cons

The Good

  • Invented ROBS in 1983 (40+ years experience)
  • Slightly lower fees than competitors
  • A+ BBB rating with strong reputation
  • 15,000+ successful business fundings
  • Deep expertise in franchise funding
  • SBA loan assistance available
  • Strong relationships with franchise brands
  • No hidden fees or surprise costs

The Bad

  • Fewer additional services than Guidant
  • Online dashboard not as modern
  • No in-house payroll services
  • Customer support can be slower
  • Less marketing/branding resources

The Benetrends Story: ROBS Pioneers

In 1983, Benetrends founder Leonard Fischer pioneered a revolutionary concept: using retirement funds to start a business without taxes or penalties. What became known as ROBS (Rollover for Business Startups) was born.

Before Benetrends, entrepreneurs had two options: take a taxable distribution from their retirement (losing 30-40% to taxes and penalties) or borrow money and take on debt. Benetrends created a third path.

Today, Benetrends has helped over 15,000 entrepreneurs fund businesses ranging from franchises to independent startups. Their deep relationships with major franchise brands make them particularly strong for franchise buyers.

Benetrends Fees

Fee TypeAmountNotes
ROBS Setup Fee~$4,995Includes C-Corp, 401(k) plan, all docs
Monthly Administration$129/monthOngoing compliance and admin
Annual Cost~$1,548/yearBased on monthly admin fee
State Filing FeesVariesDepends on state of incorporation
SBA Loan AssistanceIncludedNo extra fee for SBA guidance

Benetrends' fees are slightly lower than Guidant Financial, saving ~$120/year on administration.

Benetrends vs. Guidant Financial

FeatureBenetrendsGuidant Financial
Setup Fee~$4,995~$5,000
Monthly Fee$129$139
Experience40+ years20+ years
Businesses Funded15,000+25,000+
BBB RatingA+A+
SBA Loan ServicesYesYes
Payroll ServicesNoYes
Modern DashboardLimitedYes
Franchise RelationshipsStrongGood

Bottom line: Benetrends offers lower fees and more experience, while Guidant provides more comprehensive services. Choose Benetrends for straightforward ROBS needs; choose Guidant if you want additional services like payroll.

Who Should Use Benetrends?

Ideal For

  • Franchise buyers (strong franchise relationships)
  • Entrepreneurs wanting proven track record
  • Budget-conscious buyers (lower fees)
  • Those who value experience over tech features
  • Simple ROBS needs without extra services
  • Those combining ROBS with SBA loans

May Not Be Ideal For

  • Those wanting modern online dashboard
  • Businesses needing payroll services
  • Those preferring quick email support
  • Tech-savvy entrepreneurs wanting apps
  • Those needing extensive hand-holding

Benetrends FAQ

What does Benetrends charge for ROBS?

Benetrends charges approximately $4,995 for ROBS setup and around $129/month for ongoing administration. This is slightly lower than competitors like Guidant Financial.

Is Benetrends the original ROBS company?

Yes, Benetrends pioneered the ROBS funding method in 1983. They literally invented the concept of using retirement funds to start a business tax-free, making them the original ROBS provider.

How does Benetrends compare to Guidant?

Benetrends has more experience (40+ years vs 20+) and lower fees, but Guidant offers more additional services like payroll and a modern online dashboard. Both have A+ BBB ratings.

Does Benetrends help with SBA loans?

Yes, Benetrends assists clients who want to combine ROBS funding with SBA loans for additional capital. This is included in their services at no extra charge.

What's the minimum retirement funds needed?

Benetrends requires a minimum of $50,000 in eligible retirement funds (401k, IRA, 403b, etc.) to use their ROBS services.

Is Benetrends good for franchises?

Yes, Benetrends has particularly strong relationships with major franchise brands. They're one of the top choices for franchise buyers using ROBS funding.

Our Verdict: Benetrends

4.5 / 5

Benetrends is a solid, proven ROBS provider with unmatched experience in the industry. If you want lower fees and don't need extra services like payroll, Benetrends is an excellent choice. Their 40+ years of experience and strong franchise relationships make them particularly good for franchise buyers.