Industry Knowledge | Powered by Oak Street Funding | CPAs

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

Acquisition financing

Acquisition Financing: What It Is and How It Works

Simple plan for CPA partner buy-ins

A Simple Plan: 4 Keys to Partner Buy-ins

Strategic Growth: Turning Ambition into Actionable Plans

Strategic Growth: Turning Ambition into Actionable Plans

Strategic Planning: Your Key to Navigating Change

Strategic Planning: Your Key to Navigating Change

2025 Tax Outlook: M&A and Succession

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

SWOT analysis

Planning for Sale or Growth? Do a SWOT Analysis

Leveraged buyout | Oak Street Funding

Leveraged Buyout: Protecting Your Practice with a Mandatory Buyout Clause

Election Implications | Oak Street Funding

Election Implications: What's Next?

M&A Tax Laws Post-TCJA | Oak Street Funding Blog

Decoding Deals: Navigating M&A Tax Considerations in the Post-TCJA Landscape

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