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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

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“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

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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

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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

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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®

Have questions? Talk with our experts for more information.

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Copyright © 2018 by Oak Street Funding. Do not copy or distribute without our express written permission.  

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.