December 2016 - Oak Street Funding

Are your CPA firm’s clients going gray?

Dec 15, 2016 | CPA Practice, CPA Practice - Acquire Buy, CPA Practice - Working Capital, CPA Practice Debt Restructure, CPA Practice Sell/Succession

There’s a funny thing about high school and college reunions: when we arrive, we’re shocked at how old everyone looks. We can pretend that we’re not aging, but we can’t escape the fact that we’re growing a little older every day. Retirement may not be in our immediate...
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Are your firm’s clients going gray?

Dec 15, 2016 | RIA Firm, RIA Firm - Sell/Succession, RIA Firm - Working Capital, RIA Firm Acquire Buy, RIA Firm Debt Restructure

There’s a funny thing about high school and college reunions: when we arrive, we’re shocked at how old everyone looks. We can pretend we’re not aging, but we can’t escape the fact that we’re growing a little older every day. Retirement may not be in our immediate...
read more

What is keeping you from growing?

Dec 15, 2016 | Insurance Agency, Insurance Agency - Working Capital, Insurance Agency Acquire Buy, MGA/Broker

Has your agency reached a plateau? Fortunately, there are ways to reignite your business and regain momentum. Here are some remarkably simple and practical ways to get your agency moving. Take a time-out One of the best ways to recharge your batteries is to spend time...
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Maximizing LinkedIn

Dec 6, 2016 | Insurance Agency - Working Capital

It seems that each month brings new social media platforms. It’s hard for busy agents to stay on top of all the platforms, and even tougher to use them for marketing your agency and generating leads. However, there’s one social media platform that’s well-suited for...
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Are your CPA firm’s clients going gray?

Are your firm’s clients going gray?

What is keeping you from growing?

Maximizing LinkedIn

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