We’ll Get You There
FREQUENTLY ASKED QUESTIONS
Why do CPAs need Oak Street Funding?
Why should I do business with Oak Street Funding?
Is Oak Street Funding a direct lender?
What are the steps involved in obtaining financing from Oak Street Funding?
How long will it take to put my financing in place?
What fees will I have to pay to complete a financing?
What if I do not like the financing alternatives presented to me?
What is your interest rate?
What length of terms do you offer?
Can I borrow additional funds before my loan is paid off?
What ongoing commitments will I have with Oak Street Funding once I have a loan funded?
How can I use my funds?
If you’ve developed a plan to address the future viability and ownership of your CPA practice, congratulations. You’re ahead of most practices. But having a plan to govern who may become partners or how they’ll be selected is only part of what you need to consider....
As a longtime partner in your CPA practice, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your practice serves its clients, to gain a greater reward for...
A simple map for partner buy-ins Typically, CPA firms devote a great deal of thought to partner retirements. That’s no surprise, given that most CPAs work hard throughout their careers to ensure they are able to make the most of their post-retirement years. But it’s...
We all like to think that we’ll know when it’s time for us to walk away from work for good. In fact, many of us are so eager for the things we’ll be able to do when we retire that we look forward to it. Some obligatory lunches with longtime colleagues, transition...