Amplify Your Success with Custom Financing

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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

 

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Certified Public Accountants

As an experienced CPA, you've gained the trust of your clients and have mastered how to best guide them toward their goals. Now, it's time to focus on solidifying your legacy.

Secure Your Legacy

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Insurance Professionals

Control how you grow your agency or specialty insurance business and define your future with our funding.

Define Your Future

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Investment Advisors

You’ve worked hard to achieve remarkable success as an investment advisor, and you know your needs best. Let our sophisticated tools and strategies help you stay ahead.

Stay Ahead of the Competiton

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BHPH Dealerships

Grow your Buy Here Pay Here auto dealership portfolio with our financing.

Grow Your Portfolio

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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.
Kathy Yeary Customer Service

Ready to build on your success?

Partner with Oak Street Funding and unlock the full potential of your business. Fill out the form below to learn how our customized financial solutions can help you achieve your long-term goals.

Exclusive Funding for Top Professionals

Leveraging 20 years of lending expertise, we help successful individuals like you reach their maximum potential. Unlike other lenders, we’re a non-SBA, specialty lender, meaning you can receive funding without having to borrow against your personal assets.

Underwriting

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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.

Client Testimonials

 

Experience the difference for yourself

Please provide your contact information and we will reach out to you within 24 business hours.