Whether you’re maturing, expanding, or planning to exit your agency, growth should be a common theme. Growing agencies, after all, typically generate greater profits for their owners and are among the most attractive businesses to potential buyers.
From hiring a producer to upgrading technology or launching new marketing campaigns, growth strategies require an investment. Oak Street Funding provides insurance agents and brokers with capital for growth, acquisitions, successions and more.
Borrow against the future commissions from your book of business or the book you plan to purchase without tapping into your personal credit. From initial growth, through the development and eventual divestiture of your firm, Oak Street Funding’s experience and expertise from completing thousands of insurance financing transactions can help you obtain capital.