Debt Consolidation and Debt Refinance
Welcome to On Point. In this first episode of Successfully Navigating Business Through Disruption, Rick talks about debt consolidation and ...
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Whiskey and War Stories
On June 27th, 2019, 3 retired Green Berets shared their story with a captivated audience of over 350 at Notre ...
James Loftin, GER Loftin Wealth Advisors, LLC
James Loftin, GER Loftin Wealth Advisors, LLCSITE LINKSFOLLOW USLinkedInFacebookTwitterYoutubeCONTACT INFOPhone: 866-625-3863 Email: osf@oakstreetfunding.com Text START to (317) 854-5146 for Industry ...
Lessons Learned with Rick Dennen Part 5: Investment of Capital Impact
In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
Lessons Learned with Rick Dennen Part 4: Types of Ownership
In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
Lessons Learned with Rick Dennen Part 3: Loan Structuring
In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
Lessons Learned with Rick Dennen Part 2: Debt vs. Equity
In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
Lessons Learned with Rick Dennen Part 1: Start Up Equity
In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
Selling Your Insurance Business
There are many reasons you may have for selling your business. Regardless of your motivation, the only reason is yours ...
Acquiring an Insurance Business
Serious about growing your insurance business? Often the easiest and most profitable way to grow is to acquire someone else’s ...
Growing Your Insurance Business
Growing a business always requires additional effort, time and money. Learn how an infusion of working capital can support your ...
When acquiring other stores, what are some things to pay attention to?
Listen to Vice President of Sales, Adam Pleva, for more insight ...
What are the key components in determining loan requirements and structure?
Listen to Executive Director of Sales, Bill Nicholson, for more insight ...
What are the common reasons someone would not get approved for a loan?
Listen to Executive Director of Sales, Bill Nicholson, for more insight ...
What are some of the biggest mistakes people make when trying to borrow?
Listen to Executive Director of Sales, Bill Nicholson, for more insight ...
How will rising interest rates affect me and my business?
Listen to Executive Director of Sales, Bill Nicholson, for more insight ...
Mergers and Acquisitions in the RIA Industry
We hear and read about best practices for successful mergers and acquisitions, but what is the process really like? Join ...
Valuation & Deal Structure in the RIA Industry
We hear and read about best practices for successful mergers and acquisitions, but what is the process really like? Join ...
Webinar Trends and Traits of Successful Insurance Agencies
Discover key management principles that help agencies thrive. Agency Brokerage Consultants, a broker with a strong history of arranging M&A ...
