Take your agency business to the next level. Acquire an agency with minimal out-of-pocket cost by leveraging the power of its commission stream.
Ready to sell? You can open up the sale of your insurance agency to a broader landscape of prospective buyers.
Should you take on debt to grow? Rick Dennen has worked with hundreds of insurance agency owners helping them to determine if taking on debt is the best choice. The decision always comes down to the following questions... Read more >
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Oak Street® expands strategic markets team to address the demand for larger loans for agencies, program administrators, MGAs and more. Read more >
For most agencies, the best type of exit plan is a succession plan. After all, your book of business won't disappear the day that you walk out of the office for the last time. You may transition the business to a family member or a trusted employee, or you may sell it to another agency. To ensure that those actions acheive your objectives, you need a sucession plan... Read more >
Potential borrowers are responsible for their own due diligence on acquisitions. Loans and lines of credit subject to approval. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. The materials on this website are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this content, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.