RIA PRACTICE

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Lessons Learned with Rick Dennen Part 1: Start Up Equity

Lessons Learned with Rick Dennen Part 1: Start Up Equity

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 2: Debt vs. Equity

Lessons Learned with Rick Dennen Part 2: Debt vs. Equity

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 3: Loan Structuring

Lessons Learned with Rick Dennen Part 3: Loan Structuring

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 4: Types of Ownership

Lessons Learned with Rick Dennen Part 4: Types of Ownership

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 5: Investment of Capital Impact

Lessons Learned with Rick Dennen Part 5: Investment of Capital Impact

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Whiskey and War Stories

Whiskey and War Stories

On June 27th, 2019, 3 retired Green Berets shared their story with a captivated audience of over 350 at Notre ...
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FEATURED BLOGS

Choosing Fixed- or Variable-Rate Business Financing

Choosing Fixed- or Variable-Rate Business Financing

Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting working capital, many lenders have not tailored their financial products to borrower’s requirements. For borrowers, that usually meant variable rates that were based off of benchmark indices such as the prime rate. Unfortunately, the inherent volatility of those indices often made it difficult to ensure cash flows are sufficient to repay your obligations.
Of Interest Rates and Inversions

Of Interest Rates and Inversions

The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting great calamities, until the next heavily hyped topic distracts everyone’s attention.
Dealing with Panicked Clients

Dealing with Panicked Clients

Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers.  The context of the scene notwithstanding, this is often how it can feel when having to deal with panicking clients; as if your words are but one addition to an entire mountain of noise, quickly drowned out and just as quickly forgotten.
Capitalizing your CPA practice’s succession plan

Capitalizing your CPA practice’s succession plan

If you’ve developed a plan to address the future viability and ownership of your CPA practice, congratulations. You’re ahead of most practices. But having a plan to govern who may become partners or how they’ll be selected is only part of what you need to consider....

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