If you’re like most RIAs, one of the first pieces of advice that you share with nearly every client is to keep their portfolio diversified. In fact, most of us learned that “don’t put all your eggs in one basket” message long before we began careers in the investment... read more
Consider a CPA heavy-tax practice with a lot of 1040 clients. I hate to break the bad news, but most CPA firms do not want to acquire that practice. The exception will be very high-end 1040 fee clients, but even then, unless the firm has a wealth management practice,... read more
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.