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Resource Directory

ABA Advisors, LLC
National brokerage and consulting firm specializing in the sale, acquisition and merger of accounting and tax practices. Contact Chuck Hayes to learn more.

Akins Professional Brokerage
National firm specializing in the brokerage of CPA, EA, tax and accounting practices. Contact David Akins, CPA to learn more.

Naab Consulting
Your complete source for accounting practice sales, mergers and acquisitions. Contact Larry Naab, CPA to learn more.

The Visionary Group
National firm providing custom searches to help CPA businesses seeking to grow through mergers and acquisitions or those looking to sell. Contact Bob Lewis to learn more.

 

How to get in on conversations about succession

It’s been said that if you don’t make a plan, the world will make one for you. That’s especially true when it comes to your career. If you don’t approach your work with goals and a way to get there, you’re leaving the future in the hands of your employer and the...

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Recruiting: tactics for adding talent

The business community’s appreciation for the value of what CPAs know has increased in recent years. That’s great news, except for those responsible for finding and hiring CPAs. With so many companies eager to put that financial brainpower to work, a highly qualified...

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CPA Practice Events

  • Rainmaker Superconference
    May 30-June 1
  • AICPA Engage
    June 11-14
  • 2018 MI CPA Business Show
    June 27-28
  • CalCPA CPE Week
    August 7-11
  • Texas CPA Expo
    December 7-8

Learn More

To learn more about financing options for your business, please contact one of our knowledgable experts. We can answer any questions you may have, and suggest the best route for moving forward.

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Tina Nguyen, CPA

“Oak Street Funding has financed two loans for me, and we were able to close both within 30 days. I was very happy with the level of customer service provided by the team, and I received frequent updates regarding my loan status. I would definitely recommend Oak Street to others, and I look forward to working with them again in the future.”

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