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MGAs: We’re headed to 2018 MarshBerry Peak Performance January 28-30 in Park City, Utah. See you there!

Franchise Whitepaper: A Guide to Financial Statements

RIAs: We'll be at NAPFA Large Firm Forum, February 5-7 in San Diego

Franchise: We are looking forward to the AKFCF Annual Convention on Feb 6-9 in Orlando, FL. Hope to see you there!

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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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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.