Amplify Your Success with Custom Financing
Oak Street Funding®, a non-SBA, specialty lender, empowers top professionals like you based on your future revenue, not your personal assets.
Industries We Serve
Certified Public Accountants
Insurance Professionals
Investment Advisors
Financial Solutions
As a non-SBA, specialty lender, we provide a variety of loan solutions that are customizable to your needs as a CPA, insurance agent, investment advisor, MGA, or BHPH dealership including:
- ACQUISITION LOAN
Looking to acquire an insurance agency, CPA practice, or investment advisor firm? We can help guide you through that process. - SUCCESSION & PARTNER BUY-IN LOAN
Make a well-deserved financial exit while we position future owners for long-term success. - WORKING CAPITAL LOAN
Get ahead with a working capital loan to hire new employees, upgrade technology, or launch a new marketing campaign. - DEBT RESTRUCTURE LOAN
Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity.
How Do We Help?
You’ve worked really hard to build your business.
As you continue to move forward, doesn’t it make sense to work with an experienced lending partner?
We provide the capital you need to support your business today and your successes tomorrow.
Strength & Stability
With 20 years of lending experience across various market cycles, we have proven to be a dependable, non-SBA capital provider.
Industry Expertise
We have dedicated lending experts focused on specific cash-flow businesses who are well supported by in-house specialists, including underwriting, legal, and servicing.
Personalized Solutions
Our loans are customized based on your needs, rather than a one-size-fits-all approach. And, we can tailor our processes to accommodate your deal timeline.
Unique Loan Management System
Take control of managing your loan by using our ePortal, MyStreet, our mobile friendly, proprietary loan management system.
Local Decision Making
You can reach us in the manner most convenient for you. Call to speak directly with executives. Or, you can also text, chat or book an appointment online.