We’ll Get You There

Thank you for your interest in our whitepaper, “Quickly Enhancing RIA Firm Value.”

Please complete the form to the left to access the whitepaper.

Are you interested in selling your RIA Firm? Oak Street Funding provides loans to cash flow-based businesses.

Funds can be used for:

  • Mergers and acquisitions
  • Working capital
  • Business debt restructuring
  • Partner buy-ins/buyouts and successions

We offer:

  • Loans up to $30 million
  • Flexible terms up to 10 years
  • Line of credit options
  • In-house processing and servicing

Oak Street Funding is a direct, non-SBA lender. We will not sell your loan to another organization.*


*Subject to terms and conditions of loan documents

Have questions? Talk with our experts for more information.