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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?

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.