Benetrends Financial

Banking/Financing

Benetrends Financial

401(k) rollover funding, SBA loans, and equipment leasing

Company Overview

Benetrends Financial specializes in innovative funding solutions for franchisees and small business owners, notably creating the ROBS (Rollover as Business Startups) funding solution. With over 40 years in business, the company supports business growth through compliant, efficient capital solutions tailored to the needs of franchise systems and entrepreneurs, providing expertise from funding approval to long-term support.

Services Offered

  • 401(k)/IRA Rollover funding (ROBS and ROBS+)
  • SBA and conventional business loans, including dedicated programs for franchises
  • Equipment and fleet financing
  • Business planning assistance and unsecured financing for startup and franchise expansion

Value Proposition

  • Industry Specialization: Focused on the franchise sector, serving brands across all industries, including QSR, retail, health, and home services; recognized as an IFA Preferred Funding Partner and works with hundreds of franchise brands.
  • Key Benefits:
    • Provides multiple funding solutions design to meet the individual needs of franchisees and small business owners
    • Enables debt-free business funding using eligible retirement funds through ROBS
    • Accelerates franchise growth by helping candidates identify and secure the right funding solution, supporting franchisors’ unit expansion targets
  • Franchise Expertise:
    • Deep experience in franchise financing, evidenced by dedicated franchisor partnership programs
    • Commitment supported by CEO’s leadership roles in the International Franchise Association (IFA)
    • Proud record of serving over 30,000 entrepreneurs—including franchisees of leading national brands—and offering franchise-specific compliance and consulting resources

Company Snapshot

Year Founded

1983

Headquarters Location

Lansdale, PA

Key Executives

Rocco Fiorentino, CFE, President & CEO; Ali Kraus, CFE, CMO

Industry

Banking/Financing