Oak Street Funding |

Take a look at our customer testimonial from RIA Firm Founder and President James Loftin!

Oak Street Funding® Now Offers Customizable Financing Up to $30MM

Franchise: Get to Know Generation Z

Listen to Rick Dennen, CEO of Oak Street Funding® and First Franchise Capital®, in our 5-part vlog series discuss his personal experience raising debt and equity capital to grow his business.

We are excited to announce the First Franchise Capital® Pay It Forward Program! Check out the details in our press release.

Try our interactive calculator to compare fixed rates vs. variable rates

Check out our video resources!

Managing the cost of disruption

January 7, 2019

Consolidating business debt can improve focus and growth

Jun 20, 2019

Competition: The Race Toward the Future

Jun 6, 2019

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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

The digital landscape is changing the customer journey.

Jun 6, 2019

Fear of Change: Embracing New Ways for a Successful Future

Jun 6, 2019

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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

Of Interest Rates and Inversions

Sep 13, 2019

Dealing with Panicked Clients

Sep 6, 2019

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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

Of Interest Rates and Inversions

Sep 13, 2019

Dealing with Panicked Clients

Sep 6, 2019

Learn More

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

How to bring your franchise restaurant into a new market

October 22, 2018

Strategic ways to reduce employee turnover

August 23, 2018

The Importance of Self-Reflection Part 2

Sep 9, 2019

The Importance of Self-Reflection Part 1

Jul 31, 2019

Learn More

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.

18.206.48.142, 23.220.148.156, 63.233.60.82, 127.0.0.1

We’ll Get You There.

Take a look at our customer testimonial from RIA Firm Founder and President James Loftin!