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Curtis Martin

3 years ago

I was introduced to Benetrends through my Business...

I was introduced to Benetrends through my Business coach, Linda Kirk with The Entrepreneur's Source. After deciding on the business model to invest in I needed to rollover my 401K for a new business franchise and the folks at Benetrends handled EVERYTHING for me. It was almost an effortless transaction on my end. Benetrends did all of the heavy lifting and walked me through each step of the process. To say that this was an amazing experience would be an understatement. These folks felt my enthusiasm to start my own company and were excited to help. Before talking to them I had no idea that I could use my 401k as an investment vehicle to purchase my own company.

Jelena Kuchar (who was incredible to work with!!!!) oversaw the entire process and guided me/introduced me to all of the personnel who picked up QUICKLY and helped me along the way. Once the company was established and Traynor Capital carried the burden of transferring my funds out of Fidelity and into my new company, we were off to find a small business loan for additional operating capital. Jelena with the help of Michael Nguyen walked me through each step in the process. Michael was invaluable in helping me create the myriad of documents needed to apply for the loan and then work through each offer to find the best for our needs.

Jamila Rimmer was a blessing on helping get my business setup, incorporated and getting the tax id's, EIN and all that I needed to have a turnkey startup.It was amazing working with her, as I had 1,000 questions and she was wonderfully patient with me answering each question in turn and introducing me to other companies to help with getting setup. I must also add a note of thanks to Jamila for introducing me to TASC who setup our Healthcare HRA account.

If you're in the search for a team of extremely competent, patient and enthusiastic professionals to help get you going on your startup I cannot recommend Benetrends enough. They truly made me feel like they were part of my team. They were always courteous and VERY quick to reply to any questions. Now that the business is up and running I will have an ongoing relationship with Benetrends to handle all of the regulatory details of my 401K owned business and I couldn't be happier working with them. All in from the first phone call with Jelena we were done with the company creation, 401K transfer, and loan processing within six weeks time. It was an incredible experience and I couldn't have accomplished it without them.

To everyone at Benetrends, thank you for helping get Fighter Tribe, Inc. & GreaseBusters of the Triad up and running! Without you, we would still be fumbling through what needed to be done.

Curtis Martin

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