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Succession Loan & Partner Buy-In Loan

Succession loan or partner buy-in loan for your company’s next stage

If the next step for your business involves an ownership transition, turn to Oak Street Funding for a succession loan or a partner buy-in loan focused on your needs.

Whether you’re financing a business partner buyout or buying into a partnership, we’ll help you fulfill the transaction with a loan based upon the future cash flow of your business. Loans can be structured as a one-time event or multiple-year partner buyout or buy-in.

woman talking to man about succession
2 men discussing partner buyouts
team discussing a succession plan

Financial Solutions

Oak Street Funding’s succession loan and partner buy-in loan are financed against future income. The succession loan makes it possible to fund an existing partner buyout. We provide:

  • Loans & Lines of Credit
    Let us help you decide if a loan or a line of credit is best for you and your business
  • Customized Capital Solutions
    By offering loans up to $30MM, Oak Street Funding is well-capitalized to meet your specific needs
  • Flexible Structures
    Our cash flow lending structure allows you to leverage recurring revenue streams as collateral
  • Adaptable Terms
    With terms of up to 10 years, your loan can be customized to fit your requirements
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Ready to take the next step?

Ready to take the next step?

Since 2003, businesses like yours have grown thanks to hundreds of millions of dollars in succession loans and partner buy-in loans from Oak Street Funding, a direct, non-SBA lender.