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Organic growth isn’t your only option. Oak Street Funding can help take your practice to the next level through an acquisition or merger. Acquiring another practice is a great way to grow and see quick results. However, it is very important to acquire only transparent sellers. The key to a successful acquisition is a thorough due diligence process.
There are many types of acquisitions. For example, funds may be used to acquire either a book of business or an entire business. Funds may also be used to buy into a business, for example by purchasing a percentage of stock or other ownership interest.
Have questions? Contact one of our loan experts to learn more.
One of the common weaknesses inside CPA firms is their inability to consistently sell and deliver consulting. They have the attention and trust of their clients, but fail to suggest other services because the infrastructure inside most firms is not set up to deliver...read more
There are many circumstances that can kill a merger or acquisition. This article will profile basic and advanced mistakes applicable to the CPA profession; however, these deal killing concepts can be applicable to any industry. One major mistake can be the decision to...read more
Consider a CPA heavy-tax practice with a lot of 1040 clients. I hate to break the bad news, but most CPA firms do not want to acquire that practice. The exception will be very high-end 1040 fee clients, but even then, unless the firm has a wealth management practice,...read more
CPA Practice Events
- AICPA ENGAGE
June 12-15 in Las Vegas
- MICPA Management Info & Business Show
June 18-29 in Novi
To learn more about financing options for your business, please contact one of our knowledgable experts. We can answer any questions you may have, and suggest the best route for moving forward.
Email us below to begin the conversation.
Tina Nguyen, CPA
“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, and I received frequent updates regarding my loan status. I would definitely recommend Oak Street to others, and I look forward to working with them again in the future.”