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Acquiring with Debt: Running the Numbers

Hear from Chris Hughes, Managing Director at M&A Services, as he shows an example comparing a deal with cash to a deal with debt.

May 2023 Market Update

Hear from Marc Chandler, Managing Director and Chief Market Analyst at Bannockburn Global Forex, on the most recent Federal Reserve Meeting.

MyStreet: A Loan Management System Powered By Oak Street Funding

The customized loan management system for Oak Street Funding. You can check the status of your loan application 24/7, upload and send documents electronically, send secure messages to your loan processor, and more.

Unlock the Strength of Your Business

Listen and Read Our Response to the Market and Banking Turmoil

Client Success Story: The Benefits of Debt Funded M&A Growth

Hear from Rob Santos, CEO of Arrowroot Family Office, as he discusses using debt to grow his firm without losing equity.

Client Success Story: Preparing for a Successful Succession

Oak Street Funding helped Kelly Noonan, CEO and CFO of Willow Creek Wealth Management, prepare for growth through ownership transition by providing capital to support in creating a successful succession plan.

Client Success Story: Using Debt To Support A Growth Strategy

Hear from David Hatter as he discusses how using debt was instrumental in the growth strategy for his insurance agency. He discusses managing existing debt, responsible balance sheets, and more.

The State Of CPA Successions - The Visionary Group

Hear from The Visionary Group as they answer questions about the current CPA succession market: How do you grow? How do you adapt? How do you outsource?

Client Success Story: Growing Through M&A

Oak Street Funding helped Richard Braun of Choice Insurance Agency scale and grow through acquisitions over a few years. Hear his story to learn about his growth trajectory and more.

Client Success Story: Growing Through Acquisition

Oak Street Funding helped Matt Sackett and the team at DOXA Insurance Holdings grow and scale through the years. Hear how Matt was able to grow through a strategic acquisition plan.

Cybersecurity Fraud Awareness for your Business

Smart businesses are aware they are under attack at all times. They also have plans in place to reduce their fraud risk. While mitigation practices are nearly endless, there are four main categories of risk to be aware of.

New, Simplified Partner Buy-In Financing for Your Firm

Oak Street Funding provides conventional lending expertise to CPA firms who want to add partners to their firm.

New, Simplified Partner Buy-In Financing For Your Partnership

Congratulations on becoming a partner at your firm! Oak Street Funding has created a unique partner buy-in financing solution, tailored to you and your firm with attractive rates and low fees, all part of our low stress financing process.

Debt Consolidation & Refinancing

When is the right time for debt consolidation or refinancing? The answer from Rick Dennen, Founder & CEO, might surprise you.

Diversifying Revenue Streams

In about 60 seconds, Rick Dennen, Oak Street Funding Founder and CEO, will discuss what to focus on as you look to expand your business.

Managing Cash Flow

In this episode of On Point, Rick Dennen, Founder and CEO of Oak Street Funding, talks about how managing cash flow is one of the most important things you do, especially during market downturns.

Startup Equity: Choosing the Right Partner

The first part of the 5-part series with Rick Dennen discusses startup equity, and what to look for in a partner.

Debt vs. Equity: Which is Better?

The second part of the 5-part series with Rick Dennen discusses the positives and negatives of debt and equity.

Loan Structuring: Terms and Purpose of the Debt

The third part of our 5-part series with Rick Dennen discusses the importance of understanding loan structuring.

Types of Business Ownership

The fourth part of the 5-part series with Rick Dennen discusses different types of business ownership.

Returns on Capital Investment

The final part of the 5-part series with Rick Dennen discusses what impact a capital investment can have on your business.

Client Success Story: Continued Partnership

Oak Street Funding supported Cresset through providing capital for their extensive growth. Hear from Chris Boehm as he talks about Cresset's growth.

Client Success Story: RIA Firm Partnership

Listen to James Loftin, CEO of GER Loftin Wealth Advisors, LLC, share his experience working with Oak Street Funding.

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