Whiskey and War Stories

Whiskey and War Stories

On June 27th, 2019, 3 retired Green Berets shared their story with a captivated audience of over 350 at Notre Dame Stadium in South Bend, IN. After the 9/11 attacks, these soldiers deployed to Afghanistan and defeated the Taliban presence in 2 months' time. Their story, popularized by the film "12 Strong", earned them the name Horse Soliders. After their service was complete, they founded American Freedom Distillery and Horse Solider Bourbon.Hear their incredible story.
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Webinar The Realities of Selling Your Agency to a Large Organization

Webinar The Realities of Selling Your Agency to a Large Organization

Planning to sell your agency? In a Q&A session - The Realities of Selling to a Large Organization. You’ll hear valuable insight from a former successful owner who, prior to a merger, grew his agency by 800% and received several awards from multiple insurance agencies and associations. He will share his real-world experience selling to a large organization. Does he have any regrets? Sign up now as he addresses these questions and more: What are the most important characteristics a seller should look for in a buyer? How does selling to a large organization affect the owner? Clients? Employees? What is one thing owners can do well in advance to prepare for selling that they may not have considered?
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Webinar Keys to Successful Agency Management

Webinar Keys to Successful Agency Management

Whether you’re a new or experienced agency principal, this high level discussion on agency management will deliver applicable tips to help your business thrive. Our presenter, Mike Mensch of Agency Brokerage Consultants, will cover a full gambit of key areas so you won’t want to miss this presentation. Topics include: • Financial Management • Marketing • Hiring and compensation • Sales and processes Mike is a certified Merger & Acquisition Master Intermediary and managing partner of Agency Brokerage Consultants. He oversees the firm's valuation and M&A engagements, and has worked with retail and wholesale P&C and L&H brokerages around the country. Mike’s webinars with Oak Street have consistently generated hundreds of attendees and his recorded presentations have been viewed by thousands of agents.
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First Franchise Capital Testimonial – Don

First Franchise Capital Testimonial – Don

Listen to Don, a multi-unit Panera Bread® franchisee, tell us why he chose First Franchise Capital as his financial partner, how his experience went, and more.
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First Franchise Capital Testimonial – Christopher Johnson

First Franchise Capital Testimonial – Christopher Johnson

Listen to Christopher Johnson tell us why he chose First Franchise Capital as his financial partner, how his experience went, and more.
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First Franchise Webinar Attractive Employer Provided Health Benefits

First Franchise Webinar Attractive Employer Provided Health Benefits

Michael Haffey from Gravie discusses offering attractive employer provided health benefits in this changing environment.
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First Franchise Webinar Grow Your Franchise Restaurant Business

First Franchise Webinar Grow Your Franchise Restaurant Business

Fred LeFranc and Lynette McKee from Results Thru Strategy team up to discuss growing your franchise business.
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Using Debt to Grow Your Business – A Lender’s Insight

Using Debt to Grow Your Business – A Lender’s Insight

Listen to a 30 minute webinar presented by First Franchise Capital® that will address the most common questions restaurant franchisees have about how franchise lenders look at deals.
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Webinar Mergers & Acquisitions – Due Diligence and Contracts

Webinar Mergers & Acquisitions – Due Diligence and Contracts

We hear and read about best practices for successful mergers and acquisitions, but what is the process really like? Join us for our final webinar in this series, "Mergers & Acquisitions, Due Diligence and Contracts" with Chris Hughes of Merger & Acquisition Services. Chris will leave you with a better understanding of the following: Diligence Process and Timing Financial, Legal and Operational Diligence Diligence Obstacles Key M&A Contracts Asset Purchase Agreement, Non-compete, Employment Agreements Key Terms and Contracts Minimizing Execution Risk
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Insurance Industry Client Testimonial

Insurance Industry Client Testimonial

See why thousands of insurance agencies have turned to Oak Street to meet their funding needs.
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Navigating Purchase Price in Advisor Acquisitions

Navigating Purchase Price in Advisor Acquisitions

In this webinar presented by Noël P. Goudreau, Esq. of Miller Canfield, RIAs have the opportunity to learn about purchase price considerations, common valuation methodologies, offset and adjustments to purchase price, and tax allocation issues.
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Navigating Purchase Price in Advisor Acquisitions

Navigating Purchase Price in Advisor Acquisitions

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What are primary credit capacity parameters when borrowing

What are primary credit capacity parameters when borrowing

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What is the biggest struggle you are seeing insurance agencies face while striving to grow

What is the biggest struggle you are seeing insurance agencies face while striving to grow

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RIAs Live Q&A with Oak Street Funding

RIAs Live Q&A with Oak Street Funding

In this recorded Live Q&A, Oak Street Funding sales reps and executives address some of the most frequently asked questions our RIA borrowers have.
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How to Acquire Your First or Next Accounting or CPA Practice

How to Acquire Your First or Next Accounting or CPA Practice

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Succession Planning for Insurance Professionals

Succession Planning for Insurance Professionals

Have you thought about succession planning but don't know exactly where to start. Maybe you have started planning but need a fresh approach. This dynamic webinar, presented by David Grau, Sr., JD, President of FP Transitions, will provide the detail that you will need to begin planning for the future today. Topics include: • Building a sustainable business for long term growth • Retiring gradually - on your own terms - while maximizing your business value • Retaining next generation talent by creating an ownership opportunity
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Who is Oak Street Funding

Who is Oak Street Funding

Who is Oak Street Funding
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Insurance Industry Client Testimonial

Insurance Industry Client Testimonial

See why thousands of insurance businesses have turned to Oak Street to meet their funding needs.
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Webinar: Maxizmizing LinkedIn for Prospecting

Webinar: Maxizmizing LinkedIn for Prospecting

It is no secret that the power of social media continues to disrupt even the most seasoned of professional’s prospect pipeline management strategies. Today, top agents and brokers have learned the secret to harnessing the power of LinkedIn to drive traffic, build lists, and stimulate growth. In Digital Marketing – Maximizing Your LinkedIn Success, participants will learn the value of social media and how LinkedIn may play a key role in any prospect pipeline strategy. Join us as Matt O'Neil, Director of Creativy for Beyond Insurance, teaches you how to: Understand the role social media plays in effective prospecting, Leverage LinkedIn to find new prospective clients Effectively navigate LinkedIn for sales
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