Seller Financing / Seller Carry Back

February 12, 2015 | By Mark Nolan

Q: Where do I book/record seller financing (seller carry back) for my 401k business financing corporation transaction?

A: A seller carry back is not a stock/equity purchase but rather financing that the seller is providing to the ROBS 401k funded C-Corporation. As such, this transaction is documented between the corporation and the seller as a loan. It would be reflected on the Corporation’s book as a debt obligation rather than a stock/equity investment. As such, no stock certificates are issued in connection with seller financing.

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401k Business Financing FAQs

About Mark Nolan

Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodian and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations. Learn more about Mark Nolan and My Solo 401k Financial >>

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