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Navigating Economic Change and Business Optimization: From the Desk of Rick Dennen

May 7, 2025 •Oak Street Funding

Acquisition financing

Acquisition Financing: What It Is and How It Works

April 10, 2025 •Oak Street Funding

Simple plan for CPA partner buy-ins

A Simple Plan: 4 Keys to Partner Buy-ins

March 28, 2025 •Oak Street Funding

Strategic Growth: Turning Ambition into Actionable Plans

Strategic Growth: Turning Ambition into Actionable Plans

March 27, 2025 •Oak Street Funding

Strategic Planning: Your Key to Navigating Change

Strategic Planning: Your Key to Navigating Change

March 18, 2025 •Oak Street Funding

2025 Tax Outlook: M&A and Succession

The 2025 Tax Outlook: Planning for M&A and Succession

February 18, 2025 •Oak Street Funding

SWOT analysis

Planning for Sale or Growth? Do a SWOT Analysis

January 30, 2025 •Oak Street Funding

Leveraged buyout | Oak Street Funding

Leveraged Buyout: Protecting Your Practice with a Mandatory Buyout Clause

December 12, 2024 •Oak Street Funding

Election Implications | Oak Street Funding

Election Implications: What's Next?

December 5, 2024 •Oak Street Funding

Merger and Acquisition Loans for RIAs | Oak Street Funding Blog

Merger and Acquisition Loans for RIAs: A Consultative Approach

November 20, 2024 •Oak Street Funding

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