We’ll get you there.
You’ve worked hard to build and sustain your business. Oak Street Funding can help your legacy live on while you enjoy a well-earned retirement. Our succession loans allow incoming owners to borrow against the firm’s future fees. They provide ownership opportunities for RIA professionals and the possibilities of a continued legacy for exiting owners.
A succession or management recapitalization loan can assist in the transition of the business to the next generation. It can also be used to buy out an existing partner to restructure the ownership and maintain stability.
A Phased Approach
A typical phased approach is illustrated by the following example:
How It Works:
- The firm obtains a succession loan.
- Loan proceeds are used by incoming ownership to repurchase the existing owner’s stock.
- Equity is redistributed among succession owners.
- Loans can be structured as a one-time event or a multiple-year transaction and buyout.
RIA Loan Resources
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RIA Firm Events
- FPA NorCal
- Deal and Deal Makers Summit
- NAPFA Fall Conference
- The MarketCounsel Summit
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.
Email us below to begin the conversation.
Craig Rumler, COO, Bloomfield Hills Financial
“For our first funding, we gave Oak Street a difficult deadline to close in three weeks and their team did a super job of identifying what we needed to provide to get the deal done – most lenders would not be able to do this, but Oak Street made it happen. The process was easy, and the team was very flexible and responsive. We have already completed a second funding and plan to continue to work with Oak Street on future financing projects.”
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