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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
Live Q&A with Oak Street Funding
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...