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Industry-Focused Financing:
Tailored Lending Solutions for Your Journey

We offer flexible and strategic loan solutions, allowing you to seize acquisition opportunities, manage ownership transitions, and achieve your long-term goals. With our industry expertise and personalized approach, we're your partner in building a successful future.

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Industries We Serve

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.

CPA Loans

Insurance Professionals

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

Loans For Agents

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.

RIA Financing

BHPH Dealerships

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

Loans for BHPH Owners

 

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Financial Solutions

You've built your business off years of dedication, client trust, and unwavering commitment. Now, consider the future: succession, legacy, and the opportunity to grow through strategic acquisitions. We’re here to provide the financial support you need to navigate these transitions, empowering you to expand your reach and ensure your legacy thrives.

  • 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.
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How can we support your business journey?

Fill out the form below to receive more information about how our loan solutions can help you achieve your long-term goals.

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Capitalized for Your Success

Leveraging 20 years of specialized lending expertise, Oak Street Funding empowers successful professionals like you to achieve your maximum potential. 

Our strong financial backing lets us offer loans larger than those from traditional banks. As a non-SBA specialty lender, we provide unique financing options, helping you expand your practice without risking your personal assets.

Underwriting

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Partnership Beyond Lending

Beyond financial support, we provide a partnership that includes access to valuation and consulting firms on top of our deep industry knowledge. We are dedicated to understanding your specific needs, ensuring you get the right financial tools and industry resources so you and your team succeed.

Strength and Stability

Strength & Stability

With over 20 years of lending experience across various market cycles, we have proven to be a dependable and consistent non-SBA capital provider.

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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.

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Personalized Solutions

Our loans are customized based on your needs, rather than a one-size-fits-all approach. And we can tailor our loan structures to accommodate your deal needs and timeline.

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Transparency

You can reach us in the manner most convenient for you throughout the loan process. Call to speak directly with executives. Or you can also text, chat, or book an appointment online.

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Unique Loan Management System

Use MyStreet, our proprietary mobile-friendly ePortal, to easily manage your loan, apply, track status, upload documents, and download reports.

Collaboration

Collaboration

We believe in the power of relationships. We listen closely to our clients and employees, so we clearly understand and provide what they require to achieve their goals.


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Hear From Our Clients

Oak Street Funding was very pleasant to work with. It was a very long endeavor but our rep and his highly efficient admin made the whole process orderly and very easy to comply with. We received our loan in just a few days after we completed all the steps. Now that we are making the payments, we again have a designated rep who is wonderful to work with and responds to all my emails right away.

Kate Walsh Insurance Agent

Rick, Bill, Susie, Patty and all the rest of the Oak Street Team are the best financial partners we could ask for! They have helped us grow our franchise group from one location to seven over the last five years. It is so nice to do business with people that care about their customers! Excellent customer service! Highly recommend the Oak Street Team!

Matt Enderlin Registered Investment Advisor (RIA)

Oak Street Funding was there when a traditional bank was not. Our agency was only a couple of years old and they provided us with the working capital to grow. In addition, we established a credit facility (LOC) in 2020 during Covid. Karen Walker was assigned as our account rep. She has been fabulous!

Marcus Greene Insurance Agent

Oak Street had a great understanding of our business and therefore made our borrowing process straight forward and efficient. Ongoing relations are fantastic, and have been just as described up front. Couldn't ask for a better business partner.

Melinda Parks Insurance Agent

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