We’ll Get You There


Check out Oak Street Funding, First Franchise Capital, and First Commercial Finance in the news:

Oak Street Funding Well Capitalized to Fund More Large Deals During Continued Market Disruption
May 26, 2020
From: Yahoo Finance

DeVoe’s New Service Helps RIAs Meet Capital, Lending Needs
August 15, 2019
From: Think Advisor

RIA hunger for capital sparks lending boom 
June 10, 2019
From: Financial Planning

New Player in RIA Funding Challenges Live Oak 
October 3, 2018
From: Wealth Management

Madison Street Capital Acts as Exclusive Financial Advisor to Infiniti HR, Arranges $4.3M Growth Capital Facility with Oak Street Funding
July 18, 2018
From: Markets Insider

Identify Your Ideal Clients and Over-Deliver on Your Service Promises
May 29, 2018
From: Rough Notes

#FASuccess Ep 072: The Financial Mechanics of Buying Into An Advisory Firm and RIA Valuation Trends with David DeVoe
May 8, 2018

Finding the Right Partner to Fund RIA Growth
May 8, 2018
From: SmartBrief

Do Potential Buyers Find Your Agency Attractive?
Spring 2018
From: Exclusive Focus

Take the Initiative and Dig Deep into Three Elements of Your Business
February 26, 2018
From: Rough Notes

Failing to Keep Pace with the Times Will Result in Defeat
December 27, 2017
From: Rough Notes

Yes, Baby Boomers, the Millennials are Knocking at Your Door
October 26, 2017
From: Rough Notes

Due Diligence is a Critical Component of Acquisitions
September 21, 2017
From: Rough Notes

SWOT Analysis is a Powerful Tool for Identifying and Resolving Problems
July 27, 2017
From: Rough Notes

A Developed Plan and the Right People are Just a Few of the Key Elements
May 31, 2017
From: Rough Notes

Put this Trend to Work and Build Volume and Profits
February 27, 2017
From: Rough Notes

Are You Ready for the Next Step? What is Your Exit Strategy?
November 7, 2016
From: Rough Notes

Like Routine Car Maintenance, Don’t Put Off Making Any Plans, Decisions or Changes to your Agency
September 16, 2016
From: Rough Notes

Preparing For The Right Exit 
July 2014
From: IBA Mag

Should You Take on Debt to Grow?
February 2014

Financing sooner or later? 
December 1, 2013

Agents must heed their own advice and plan for the future: Succession Planning
November 1, 2013

Interview: Oak Street Funding’s Rick Dennen 
October 30, 2013
From: PIA West

Good Alignment Between All Parties Benefits Agency Buyout
October 21, 2013
From: Insurance Journal West

Simple Strategies for Agency Growth
August 2013
From: PIA National

Get the Expected Return on Agency Growth Investments
August 2013
From: NAPAA: Exclusive Focus Summer 2013

Should You Take on Debt to Grow?
July 14, 2013
From: PIA West Newsletter

To form a more perfect union: What Independence Day can teach us about succession
July 1, 2013

Simple Strategies for Agency Growth
May 28, 2013
From: PIA West Newsletter

Capital Shouldn’t be Obstacle to Growth in 2013
Winter 2013
From: NAPAA-Exclusive Focus

Insurance Agencies at Risk of HIPAA Violations
March 15, 2013
From: Westlaw Journal

The Bottom Line on Cash Flow
March 1, 2013 —Reprinted with permission from PIA Management Services Inc.—
From: PIA Ohio Publication

The Right Motives for Acquisitions
March 1, 2013
From: PIA of North Carolina

2013 Should be a Good Year to Borrow
January 14, 2013
From: PIA National

Thinking of an M & A?…2 Questions First
December 11, 2012
From: National Underwriter P & C 360

2013 Should be a Good Year to Borrow
December 1, 2012
From: Rough Notes-December Issue

The Five Critical Cs of Acquisitions
November 1, 2012
From: NAPAA-ExclusiveFocus

Selling your agency sooner or later? Start Planning Today
September 1, 2012
From: PIA – Mainstreet Weekly Industry News

Planning to Sell Your Agency
September 1, 2012
From: PIA Wisconsin

Don’t Allow Debt Aversion to Stunt Business Growth
August 2012
From: NAPAA-Exclusive Focus

Succession Planning: The best time to start linking your agency to the future is now
August 2012
From: RoughNotes

Plan today to sell your agency
July 25, 2012
From: Professional Insurance Agents

How to avoid common legal pitfalls when selling or buying an insurance agency
June 22, 2012
From: Westlaw Journal

5 Keys to Buyer’s Due Diligence
April, 2012
From: Underwriter’s Insider – April 2012

Is this the year for agency acquisitions?
March 12, 2012
From: National Underwriter – March 12, 2012

Manage Your Agency for Growth
March, 2012
From: Professional Insurance Agents – March 2012

Where Will Your Agency Take You?
September, 2011
From: ExclusiveFocus – Fall 2011

4 Steps to a Solid Marketing Plan
June 22, 2011
From: National Underwriter/PropertyCasualty360 – June 22, 2011

Buy, Expand, Sell: What’s Your Best Strategy for Success?
January 1, 2010
From: Agent Sales Journal

What you should know before selling your agency – August 2008
August, 2008
From: PIA Insider

Discovery Enhances Oak Street Funding’s Marketing Efforts 
January 7, 2008
From: Discovery Database

Oak Street Funding Gets $260M in Loan money – August 2006
August, 2006
From: National Underwriter

Protect Your Agency’s most Valuable Asset – August 2006
August, 2006
From: Life & Health Advisor