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Register for one of our upcoming CPA webinars:

There are no webinars currently scheduled. Please check back for more opportunities, or enjoy one of our previously recorded investment advisor webinars below.

View one of our previously recorded CPA webinars:

How can Oak Street help CPAs buy or sell a practice?
What are some pitfalls to expect when growing through acquisition?
What is the underwriting process?

What determines your interest rate from Oak Street Funding?
What financial documents are needed to request a loan?
What are the requirements for borrowing from Oak Street?
What lending model does Oak Street use for acquisitions?
When should a business start the leadership succession process?
Why are some businesses unprepared for future perpetuation?
What do CPAs typically use loans for?
What are the differences between SBA lenders and non-SBA lenders, such as Oak Street?
What separates Oak Street Funding from traditional lenders?
How to Acquire Your First or Next Accounting or CPA Practice
In this webinar, Troy Patton, CPA, of Patton and Associates LLC, discusses various topics in-depth relating to acquisition, including valuation, the state of the market, pitfalls, contracts, financing terms, due diligence, and case studies.

Live Q&A with Oak Street Funding
Join Oak Street Funding CPA leaders and executives as they answer some of the most frequently asked questions our borrowers have regarding practice financing options, the state of the profession, and what it’s like to really work with us.

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Using technology to enhance the client experience

Using technology to enhance the client experience

Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular...

Choosing Fixed- or Variable-Rate Business Financing

Choosing Fixed- or Variable-Rate Business Financing

Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting working capital, many lenders have not tailored their financial products to borrower’s requirements. For borrowers, that usually meant variable rates that were based off of benchmark indices such as the prime rate. Unfortunately, the inherent volatility of those indices often made it difficult to ensure cash flows are sufficient to repay your obligations.
Of Interest Rates and Inversions

Of Interest Rates and Inversions

The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting great calamities, until the next heavily hyped topic distracts everyone’s attention.
Dealing with Panicked Clients

Dealing with Panicked Clients

Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers.  The context of the scene notwithstanding, this is often how it can feel when having to deal with panicking clients; as if your words are but one addition to an entire mountain of noise, quickly drowned out and just as quickly forgotten.