Browse: Home / Investment Opportunities / Business Entities

Business Entities

Business Entities

Fund Your Entrepreneurial Spirit

At Source, we believe the entrepreneurial spirit is still the backbone of this country’s success and will provide longevity for decades to come. The self-directed process allows you to make sound business investments in upstart companies, to provide venture capital and/or to purchase founder’s stock. This type of investment may not be the best fit for the more conservative investor, but for those willing to take the higher risk for a portion of their portfolio, the self-directed process provides the perfect vehicle.

Who knows when the next Google, e-Bay or Amazon might come along. Wouldn’t it be nice to have the available resources to invest in a promising venture if you are willing to take a risk?

Timing is Everything—Be Prepared!

You can self-direct your IRA, 401k (plan must allow for self-directing), SEP IRA or Defined Benefit Plan into a qualified business. You might find one via your own research, or you might find one at one of our seminars. The most important factor in the self-directed process is the fact that you can position your portfolio to take advantage of these opportunities when they come along…or, when you find one that is right for you.

    Here are some Business Entity options you may or may not have considered:


  • Non-publicly traded companies
  • Limited Liability Companies (LLCs)
    • A legal organization that provides the tax advantages of a partnership while limiting the legal liability of the individual partners in the same way a corporation does.
  • Partnerships
    • A type of unincorporated business organization in which multiple individuals, called general partners, manage the business and are equally liable for the debts of the business
  • Public or Private Stock Offerings
    • Normally made to accredited individuals
    • State Laws will apply
    • Usually made by corporations for capitalization
  • Personal property
    • Auto Paper
    • Gold – Precious Metals
    • Commercial paper
    • Convertible notes
    • Hedge funds
    • Foreign stock
    • Royalty rights
    • Equipment and leases
    • Commodities
    • Rights and warrants
    • American depository receipts
    • Personal property
    • Insurance policies
    • U.S. Treasury bills
    • Farm real estate