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.
Insurance Agent Loan Products
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.
When you are starting an agency from scratch as I was, you don’t always have a consistent cash flow. My working capital loan from Oak Street Funding was instrumental in allowing me to scale up.
This was the most organized and smoothest loan process I have ever experienced. Everything went as I was told. Thank you for such a smooth process.
Oak Street Funding is one of the few sources for an insurance agency in securing a loan when acquiring a book of business. Oak Street is a trusted financial partner who understands the insurance business.