Using a 401(k) to Buy a Business | Katie Marks’ Patrice & Associates Story
In this Freedom Friday episode of Journey to Business Ownership, I’m talking with Katie Marks, franchise owner with Patrice & Associates and founder of K&G Recruiting.
Katie spent years in corporate marketing and relationship management across multiple industries—financial payment solutions, warranty services, and pharmacy benefits. She loved helping people grow, but wanted more freedom to prioritize what mattered most: her faith, her family (including her 20-year-old daughter at the University of Tennessee), and yes… her two pups at her feet. 🐾
With the help of a Career Ownership Coach® from The Entrepreneur’s Source®, Katie discovered that business ownership was possible for her—even without a pile of cash in the bank.
In this conversation, she shares how she:
• Used assessments and coaching to figure out what kind of business would actually fit her
• Faced her biggest fear: “I don’t have the money to own a business”
• Learned she could use tools like her 401(k) to help fund a franchise
• Explored multiple franchise options and why she didn’t choose some of them
• Ultimately chose Patrice & Associates because of the training, validation calls, and true “family” feel
• Now enjoys the freedom to set her own schedule—right down to being able to drop everything to be with her dad when he needed her
Katie also shares her best advice if you’re on the fence about business ownership:
👉 Take the time to explore, ask lots of questions, and use validation calls with franchisees. You don’t have to have a recruiting or hospitality background to succeed—Patrice & Associates trains you and supports you along the way.
💼 Connect with Katie
Katie Marks – K&G Recruiting
Franchise Owner, Patrice & Associates
📧 KMarks@PatriceAndAssociates.com
📱 502-494-0122
🔗 LinkedIn: https://www.linkedin.com/in/katiemarks1/
Katie helps:
• Candidates find roles that are the right fit
• Companies fill those hard-to-find positions nationwide, especially when they don’t have an internal HR team
Patrice & Associates has a database of over 2 million résumés, and employers only pay when they hire the candidate Katie brings them.
Let’s start the discovery process with a free consultation. My goal is to help you discover what your future has in store, and I can’t wait to get started.
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