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Accent
Capitalize Your Success

Oak Street Funding serves the CPA, insurance, wealth management, and buy-here pay-here (BHPH) industries.

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Accent

Loan Solutions

You've built your business on years of dedication, client trust, and unwavering commitment. Now, consider the future: succession, legacy, and the opportunity to grow through acquisition. We provide you with a custom, non-SBA capital solution to expand your reach and ensure your legacy thrives.

 

  • ACQUISITION LOAN
    Looking to acquire an insurance agency, CPA practice, or investment advisor firm? We have the flexible capital solutions you need.
  • WORKING CAPITAL LOAN
    Get ahead with a working capital loan to hire new employees, upgrade technology, or launch a new marketing campaign.
  • DEBT RESTRUCTURE LOAN
    Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity.

Accent

Partnership Beyond Lending

Your business deserves a partner, not just a lender. With our deep industry knowledge, you gain a team that truly understands your challenges and can provide the resources you and your team need to succeed at every stage of your growth.

 

Your Partner Beyond
Closing

Even after closing your loan, Oak Street Funding remains a committed resource and partner.

Customized, Non-SBA Solutions

We offer flexible loan solutions and terms, tailored to your business' specific goals.

Specialized Cash Flow Funding

Leverage 20+ years of specialized funding expertise and a fully in-house team.

Ready to take the next step?

Please provide your contact information and one of our Development Specialists will reach out to you within 24 business hours.