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Apr
26
2017

Good reasons to always be acquisition-minded

Posted by OSF Staff Writer
OSF Staff Writer

You may not remember the 1992 [Read More...]






Apr
12
2017

Is your team prepared for growth?

Posted by Stefanie Turk
Stefanie Turk

Making the decision to grow your business is a big step that takes a great deal of thinking, a willingness to commit resources, and more than a little courage. It also takes the cooperation and involvement of your management team. Whether your agency is small or large, the people who help you run it have to be fully aware of and committed to your plans for growth, or else you probably won’t succeed. [Read More...]






Mar
28
2017

The Next Wave

Posted by OSF Staff Writer
OSF Staff Writer

What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up. Many Baby Boomers have already held on longer than they should, and there is a growing number of aging accounting practices with no succession plan of any kind. It is estimated that less than 25% of all accounting firms have a succession plan. This is a major area of exposure. [Read More...]



Tags: acquisitions baby boomers Bob Lewis CPA M&A mergers Millennials Oak Street oak street funding succession Succession planning
Categories: categorySuccession planning



Mar
22
2017

5 Ways to Generate Leads

Posted by OSF Staff Writer
OSF Staff Writer

Attracting and retaining customers is critical to business growth. This is why it is beneficial to develop a lead generation strategy that provides access to prospective customers, as well as nurtures existing customers. The fact is, if you do not have people who are willing to buy what you have to offer, you do not have a business. It is time to develop a strategy to efficiently and effectively target these leads. [Read More...]






Mar
16
2017

Is it time for you to expand your business?

Posted by OSF Staff Writer
OSF Staff Writer

For many years, the franchise model offered by many companies focused on owner-operators who were active participants in running their businesses. Franchisees were expected to have a more hands-on role and serve customers. In recent years, an emerging trend is multi-unit owners who leverage the advantages of larger sizes and are less involved in day-to-day operations. [Read More...]






Jan
17
2017

Should you borrow to reach your goals?

Posted by OSF Staff Writer
OSF Staff Writer

For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and equity is important. Maximizing a company’s return on equity requires a certain amount of debt. Oak Street appreciates the need for clients’ capital management strategies to align with their long term growth plans while minimizing potential cash flow vulnerabilities and works cooperatively with its clients to achieve these goals. [Read More...]






Jan
17
2017

Planning Success

Posted by OSF Staff Writer
OSF Staff Writer

 You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results equal cash. Cash equals value. All of which lead to sustainability and wealth for individuals and businesses. Having a direction, a destination aligns people, provides success benchmarks, and provides a sense of accomplishment when targets and goals are achieved. It provides structure and definition and transforms a “happening” into a managed event. [Read More...]






Nov
09
2016

Generate business by generating leads

Posted by Rick Dennen
Rick Dennen

What’s the single biggest factor in your business success? Sure, you have to have the right skills and resources. Great employees go a long way. Having the right products and services is crucial. But the number one factor is customers. If you don’t have people who are willing to buy what you offer, you don’t have a business. The more people who are willing to buy, the more your business can grow. That’s why attracting and retaining customers is critical. It’s also why it’s beneficial to develop a lead generation strategy that provides access to prospective customers. Sure, you can focus solely on people who just happen to fall into your lap. But if you want to enjoy consistent success in any economic climate, you need to develop and follow a strategy to find and target those leads. [Read More...]






Aug
30
2016

What is keeping you from growing?

Posted by OSF Staff Writer
OSF Staff Writer

Has your agency reached a plateau? Fortunately, there are ways to reignite your business and regain momentum. Here are some remarkably simple and practical ways to get your agency moving. [Read More...]






May
17
2016

Maximizing your credit score

Posted by OSF Staff Writer
OSF Staff Writer

Ever wonder why the credit score a lender receives isn’t the same as what you just received from one of the free credit report sites? Do you question why the three main credit reporting agencies never have the same score – and they sometimes vary by as much as a 100 points? Are you looking for ways you can ensure you’re maximizing the key factors that drive the credit reporting agency’s scoring models? [Read More...]





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