Media & Press

The Big 3 Behind a Healthy Succession

Accounting Today

3 Steps To Thriving In Changing Markets

Financial Advisor

The Importance of Women in Succession Planning

Wealth Management 2024 Market Outlook

How to Evaluate a Capital Provider

Big I

ECHELON Partners Deals & Dealmakers Summit: Ask The Experts

Wealth Solutions Report

Opportunity Now and in 2024

InsuranceThoughtLeadership.com

Unlocking Succession Gridlock

WealthManagement.com

Choosing a Fixed- or Variable-Rate Loan When Financing a Growth Opportunity

Big I

Two cooks in the kitchen? Dealing with leadership overlap

Inside Indiana Business

Dealing With Leadership Overlap

Financial Advisor

5 Steps for Healthy Practice Transitions

CPA Practice Advisor

Fueling Agency Growth Through Succession Planning

Insurance Journal

CPAs and lenders, a dynamic duo for better business

Accounting Today

The Impact of Recent Tax Changes on Forecasting

WealthManagement.com

Financing Insurance Agency Expansion with Debt or Equity?

Big I

Ideas for Organic Growth in 2023

Inside Indiana Business

Need a loan? This is how lenders evaluate your business

Inside Indiana Business

Time is Fleeting: Lending Approval Explained

WealthManagement.com

Ready to retire? Consider a partner buy-in

Accounting Today

How Advisors Can Take Control Of Their Firms In Life And Death

Financial Advisor

Oak Street Funding: Innovation Pays Off for Lending Firm

BizVoice

6 Tips for Working With an Underwriter at a Lending Institution

Big I

It Takes A Community to Support Community

Inside Indiana Business

What to Consider When Choosing A Variable- or Fixed-rate Loan

Inside Indiana Business

Worn Out from Tax Season? Don’t Sell, Plan Your Succession

Accounting Today

Lead with a Steady Vision in Unsteady Times

WealthManagement.com

The Reality of Interest Rate Increases

Inside Indiana Business

Pursuing M&A in the Right Way

Goering Center News

Cybersecurity: It’s a Mutual Responsibility in the Business Community

Inside Indiana Business

What Interest Rate Increases Mean for Independent Insurance Agency Financing

Independent Agent

6 Tax Strategies from a Reformed CPA, Now Business Owner

Inside Indiana Business

Tax Season is the Best Season to Prepare Clients for Growth

Accounting Today

Planning an Acquisition in the New Year? Use These Best Practices

Inside Indiana Business

How to Partner with a Lender

Insurance Journal

Thinking Acquisition? Analyze the Risks Versus Rewards

Inside Indiana Business

Oak Street Funding joins Wealth Engineering Family of Companies' Expert Sourcing Consortium

Oak Street Funding, a First Financial Bank company specializing in loan products and services for insurance agents, CPA firms, and financial advisors, announces it is now a member of The Wealth Engineering Family of Companies’ Expert Sourcing Consortium.

Robert Burt named legal counsel for Oak Street Funding and First Franchise Capital

Oak Street Funding and First Franchise Capital, wholly-owned subsidiaries of First Financial Bank, specializing in loan products and services for lines of business including CPAs, RIAs, and insurance agents, announces Robert Burt has assumed the position of legal counsel for Oak Street Funding.

Partnership Provides SIAA Members with Access to Tailored Capital Solutions to Propel Agency Growth

Oak Street Funding, a First Financial Bank company specializing in loan products and services to insurance agents, CPA firms, and financial advisors, announces a new partnership with Strategic Insurance Agency Alliance (SIAA). The partnership makes Oak Street Funding a preferred capital provider.

Alicia Chandler Promoted to President of Oak Street Funding and First Franchise Capital

Oak Street Funding and First Franchise Capital, wholly-owned subsidiaries of First Financial Bank, specializing in loan products and services for lines of business including CPAs, advisors, insurance agents, and QSR franchises, announces today Alicia Chandler has been promoted to president.

Oak Street Funding Launches OnPoint Series of Podcasts, Webinars and Videos

Oak Street Funding announces its new OnPointSM series of podcasts, webinars and videos for business leaders. OnPoint 2022 topics will include: financing solutions, capital gains tax implications, mergers and acquisitions, cybersecurity, succession planning and partner buyouts.

Oak Street Funding Announces 50% Increase in Lending Limit for CPAs

Oak Street Funding announces today it is doubling the lending limit for customers to support mergers and acquisitions, successions, technology investments and growth-focused initiatives. Oak Street Funding is now providing loans of up to $30 million for CPA businesses.