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Tuesday, June 22, 2021

Whitlock Group Adds Business Broker To Advisory Role

Last updated Monday, March 3, 2014 08:33 ET

Firm helping people use retirement plan monies to purchase a business, adds business broker to consultant role

Sugar Land, USA, 03/03/2014 / SubmitMyPR /

The Whitlock Group, a firm offering assistance to those wishing to use their retirement plans to purchase a business, announced today the addition of Bob Fariss to an advisory role. Fariss works for a business brokerage service. He will be providing services to help clients of The Whitlock Group/Walker Advisory with the acquisition of existing businesses.

Fred Whitlock, Principal at The Whitlock Group, said, "I am delighted to have Bob Fariss help our clients in their purchases of existing businesses. The Whitlock Group, through our arrangements, assists clients with the nuances of using their IRA's, 401k plans and other retirement plans to purchase businesses tax-deferred and penalty free. Bob's role will be to assist our clients when they need the help of a business broker. He also will assist with tax structure issues."

The Whitlock Group guides clients wishing to finance the purchase of businesses including franchises. The company assists clients with the fiduciary mandates through a Texas-based business advisory service and it helps clients with the "Entrepreneur Retirement Plan of America" -- a turnkey solution inclusive of professional trustee, administrative, management, and investment services.

The Whitlock Group also guides its clients to experts on business valuation, machinery and equipment appraisals and related services often needed during the purchase of an existing business.

Interested parties may reach Fred Whitlock at the website or by calling (888) 432-6804. Media inquiries may reach The Whitlock Group through the same means.


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