We’ll Get You There
Watch our investment advisor testimonials below to hear from some of our clients have leveraged their lending capital to grow their business.
Read our investment advisor testimonials and case studies here.
Case Study: Multi-Phase Partnership
Oak Street Funding® recently partnered with an RIA firm with approximately $1 billion in AUM. This firm developed a multi-phase growth strategy and sought a lending partner to assist with a tiered execution including acquisition, succession planning, and a line of credit.
INVESTMENT ADVISOR RESOURCES
The benefits of technology can carry a cost that doesn’t always receive much attention from franchise owners. It’s the significant increase in business risks that encompasses everything from the latest cyber threats like ransomware and denial of service attacks to...
Running a franchise business is more time-consuming than non-owners realize, and one of the biggest reasons is the amount of time involved in hiring and managing employees. Fortunately, a wide variety of apps and software can help you simplify or automate many of the...
In part one of our two part series of self-reflection, we discussed that self-reflection is an important exercise for your employees. In Part 2, we discuss how to do self-reflection. The importance of personal goals In simple terms, self-reflection will help employees...