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Acquire/ Buy

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.

CPA Practice Resources


Your smartest investment may be technology

As accounting firms consider strategies for growing their business and increasing their scope, most will focus on the same familiar avenues. They might consider adding more professional or support staff. Another common thought is buying another firm in town or in a...

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The Next Wave

What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up. Many Baby Boomers have already held on longer than they should, and there is a growing number of aging accounting practices with no succession plan of any kind. It is...

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SBA funding for CPAs may not be the best choice

A CPA practice ready to pursue a growth strategy will probably need some degree of outside funding. And since most CPA practices view themselves as small businesses, they may assume the best source is a Small Business Administration (SBA) loan obtained with the help...

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CPA Practice Events

    June 12-15 in Las Vegas
  • MICPA Management Info & Business Show
    June 18-29 in Novi

Learn More

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.”

Have questions? Talk with our experts for more information.