Oak Street Funding understands the needs of insurance professionals and goes beyond providing financing. Our articles, white papers, monthly webinars and other resources help agents, brokers and MGAs find good leads, develop effective marketing strategies, adjust to changes in the market, master sales and much more.
Planning to sell your agency? The Realities of Selling to a Large Organization provides valuable insight from a former successful owner who, prior to a merger, grew his agency by 800% and received several awards from multiple insurance agencies and associations. Read his real-world experience selling to a large organization. What are the most important characteristics a seller should look for in a buyer? How does selling to a large organization affect the owner? Clients? Employees? These and other questions are addressed. Read more >
Acquire an agency > Sell an agency > Succession planning > Growing Your Agency >
The Bridge provides industry trends, best practices and information to help you grow and stay competitive. In the latest edition:
Maximizing LinkedIn: Get connected and share your expertise.
Special Event Marketing: Special events to market your business?
Leads: Generate business by generating leads.
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Take your agency to the next level by learning the principles behind business planning. This webinar will introduce a process to enhance your ability to create visions, set goals, benchmark progress, build relationship networks and break through frustrations.
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Are you always seeking new ways to grow your business or manage it more efficiently? Our monthly webinars can help you meet your goals with information and perspectives form experienced industry professionals. Sign up to receive email invitations or see the next webinar.
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Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to a Department of Corporations California Finance Lenders License (#6039829). 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.