Benetrends Financial

Benetrends Financial

Banking/Financing

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 pioneering retirement plan business funding with its Rainmaker Plan®. 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 (Rainmaker Plan®/ROBS)
  • SBA and conventional business loans, including dedicated programs for franchises
  • Equipment leasing and securities-backed lines of credit
  • Business planning assistance and fast-track loan programs for startup and franchise expansion

Value Proposition

  • Industry Specialization: Focused on the franchise sector, serving all major industries including QSR, retail, health, and home services; recognized as an IFA Preferred Vendor and works with hundreds of franchise brands.
  • Key Benefits:
    • Streamlines multi-site funding with a 97% SBA loan approval rate and pre-qualification tools for franchise leads
    • Enables debt-free, tax-advantaged business ownership via 401(k) rollovers
    • Accelerates franchise growth by converting more qualified leads quickly, 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

Dallas Kerley, president and CEO

Industry

Banking/Financing