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INSURANCE AGENCY

Using debt as a tool for growth

May 23, 2018

Is your agency prepared for digital disruption?

Jul 19, 2018

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Webinar On Demand: Q&A, Capital Options for Insurance Agencies

“One of the few sources for an insurance agency in securing a loan when acquiring a book of business. Oak Street is a trusted financial partner who understands the insurance business.” – Richard Morache

MGA / BROKER

Driving growth: Outshine your competitors in 2018

January 29, 2018

Succession Leadership Roadmap

December 12, 2017

Planning Success

Sep 12, 2018

Steep rise in Mergers & Acquisitions in 2018

Aug 22, 2018

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Q&A with Brad Kronland: Your borrowing questions, answered.

“Industry knowledge was definitely an advantage to working with Oak Street. The niche you serve shows there’s a lot of gray area but you explained things well.” – Rick Maldonado

RIA FIRM

How is your communications strategy?

May 1, 2018

Be a part of your firm’s succession plan

April 16, 2018

Are you creating a legacy or capital?

Aug 2, 2018

Are you ready for disruption and correction?

Jul 12, 2018

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Webinar: Navigating Purchase Price in Advisor Acquisitions

For our first funding, we gave Oak Street Funding a difficult deadline to close in three weeks…most lenders would not be able to do this, but Oak Street made it happen. – Craig Rumler

With banks, you tell them you have $150M in managed assets and they look at you like you’re speaking French. [Oak Street] knows our industry and how to value those assets. – Joshua Harmon

The process was easy, and the team was very flexible and responsive. We have already completed a second funding and plan to continue to work with Oak Street on future financing projects. – Craig Rumler

It’s hard to truly understand what we, as business owners, are doing, and what I was trying to achieve from a capital infusion. So I appreciate Oak street Funding being instrumental in completing this. – Anonymous RIA

I would absolutely recommend Oak Street Funding to a colleague if their needs align. I would push for them to talk to Oak Street. I don’t know anyone else who loans on cash flow. – Ron Brock

Correspondence was very easy. Oak Street Funding had a very logical approach about analyzing risk. It was a great process. – Joshua Harmon

CPA PRACTICE

Mandatory buyouts: when it’s time for a partner to go

May 24, 2018

Should you finance buyouts with capital or outside financing?

May 1, 2018

Are you creating a legacy or capital?

Aug 6, 2018

A simple map for partner buy-ins

Aug 2, 2018

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Want to buy or sell a CPA practice? Check out our CPA Practice Exchange

The process was really well done. I was very pleased. I didn’t know I would need to borrow money, since the need came up late in the game, so the turnaround time was impressive. – Doug McVey

Oak Street Funding has financed two loans for me, and we were able to close both within 30 days. I was very happy with the level of customer service provided by the team. I would definitely recommend Oak Street to others. – Tina Nguyen, CPA

FRANCHISE RESTAURANT

Invest in remodeling today, boost sales tomorrow

January 24, 2018

5 Due Diligence Keys When Buying a Franchise Location

October 17, 2017

Strategic ways to reduce employee turnover

Aug 23, 2018

5 steps to take before you grow

Jun 13, 2018

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Download our free e-book: "4 Tips to Compete for the QSR Customer's Dollar"

“I have used First Franchise Capital for years, and they always provide excellent service. First Franchise Capital understands the restaurant business, and I appreciate their commitment to develop the exact loan package I need.” – Dawn Lafreeda, Denny’s®

“We’ve been with First Franchise Capital for many years. The communication is very transparent and the lending process is pretty simple. There’s not a lot of turnover so you have the same contact person which allows you to build a strong relationship.” – Peggy Hunt, Papa John’s®

“My experience was tremendous. It’s not often lenders exceed expectations, but First Franchise Capital provided a simplistic approach to financing and my loan was funded quicker than originally estimated.” – Angelo Freites, Checkers®

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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 California Department of Business Oversight 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.

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CPA Blog: Are you creating a legacy or capital?

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