We’ll Get You There


How can Oak Street help CPAs buy or sell a practice?
What are some pitfalls to expect when growing through acquisition?
What is the underwriting process?

What determines your interest rate from Oak Street Funding?
What financial documents are needed to request a loan?
What are the requirements for borrowing from Oak Street?
What lending model does Oak Street use for acquisitions?
When should a business start the leadership succession process?
Why are some businesses unprepared for future perpetuation?
What do CPAs typically use loans for?
What are the differences between SBA lenders and non-SBA lenders, such as Oak Street?
What separates Oak Street Funding from traditional lenders?
How to Acquire Your First or Next Accounting or CPA Practice
In this webinar, Troy Patton, CPA, of Patton and Associates LLC, discusses various topics in-depth relating to acquisition, including valuation, the state of the market, pitfalls, contracts, financing terms, due diligence, and case studies.

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Live Q&A with Oak Street Funding
Join Oak Street Funding CPA leaders and executives as they answer some of the most frequently asked questions our borrowers have regarding practice financing options, the state of the profession, and what it’s like to really work with us.

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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....

Are you creating a legacy or capital?

As a longtime partner in your CPA practice, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your practice serves its clients, to gain a greater reward for...

A simple map for partner buy-ins

A simple map for partner buy-ins Typically, CPA firms devote a great deal of thought to partner retirements. That’s no surprise, given that most CPAs work hard throughout their careers to ensure they are able to make the most of their post-retirement years. But it’s...

Mandatory buyouts: when it’s time for a partner to go

We all like to think that we’ll know when it’s time for us to walk away from work for good. In fact, many of us are so eager for the things we’ll be able to do when we retire that we look forward to it. Some obligatory lunches with longtime colleagues, transition...

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