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THE BRIDGE®: RIA EDITION, FALL 2019

We all have incredibly full plates – needing to balance operations, production, reputation, excellence, and opportunity along with the back office responsibilities of human resources, accounting, and IT. Somewhere between keeping the company running and finding new sources of revenue, the current state of your business may be overlooked. Oftentimes, the best opportunities to grow and improve may result from an overhaul.

This season’s Bridge magazine, “Destination: Refresh,” focuses on enhancing what you already have in order to reinvigorate your company for renewed and improved results.

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Using technology to enhance the client experience

Jan 2, 2020

Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular...

Choosing Fixed- or Variable-Rate Business Financing

Nov 1, 2019

Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting working capital, many lenders have not tailored their financial products to borrower’s requirements. For borrowers, that usually meant variable rates that were based off of benchmark indices such as the prime rate. Unfortunately, the inherent volatility of those indices often made it difficult to ensure cash flows are sufficient to repay your obligations.

Women Strengthen the RIA Industry

Oct 9, 2019

Unfortunately, more often than not, buyers rush headlong into a purchase decision and either sabotage an opportunity to buy a great book of business, purchase the wrong book of business, or poorly manage the transition and lose clients in the process.

Grow Smarter: How to Avoid the Biggest Mistakes Buyers Make in an Acquisition

Sep 25, 2019

Unfortunately, more often than not, buyers rush headlong into a purchase decision and either sabotage an opportunity to buy a great book of business, purchase the wrong book of business, or poorly manage the transition and lose clients in the process.

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Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to a California Department of Business Oversight Finance Lenders License (#6039829). The materials on this website are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this content, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.

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