As a Certified Public Accountant (CPA), you are a part of one of the most trusted and ethical professions, and your clients rely on you to help them achieve their goals. But don’t forget about your own. Doesn’t it make sense to work with a partner who specializes in lending to your industry, one who provides a relationship-based approach and has the capital you need to support your practice today and your successes tomorrow? Partner with Oak Street Funding and we’ll get you there.
FLEXIBILITY TO GROW
Obtain capital based on your biggest asset – future revenue – which gives you the flexibility to grow regardless of where you are in your business life cycle.
CONTROL OF YOUR TIME HORIZON
We customize financial solutions and have flexible loan terms, so you can take charge of how you want to manage your business finances.
ALIGNED WITH YOUR BUSINESS MODEL
Our unique cash-flow analysis, fast turn times, industry knowledge, and innovative technology are aligned to how you run your business.
FREEDOM TO REINVEST
Interest-only loans are available to allow you to free up capital and invest in your business today in order to grow tomorrow.
SMART BORROWING FOR YOUR FUTURE
Our loans fit your business needs and are non-SBA so you can keep personal and business assets separated.
CPA Practice Loan Products
When you need a business loan, Oak Street Funding offers a variety of financial solutions, customized to meet your business needs.
Leverage an acquisition loan – it’s a great way to expand your business beyond organic means.
Working Capital Loan
Get a working capital loan to propel your business forward by hiring an employee, upgrading technology, or launching new marketing campaigns.
We help existing owners make well-deserved financial exits while positioning future owners for long-term success.
Business Debt Restructure Loan
Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity.
Oak Street Funding has financed two loans for me, and we were able to close both within 30 days. I was very happy with the level of customer service provided by the team. I would definitely recommend Oak Street to others.
Everyone was extremely pleasant. I had many questions, but I always received a quick response. Everyone was very helpful.