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Working Capital

Businesses have working capital needs throughout their life cycle, from the development stages to divestiture. When it’s time to take your CPA practice to the next level through organic growth, Oak Street Funding can help.

A capital injection loan may be used to grow your business in any number of ways. For example, you could use the money to launch a new initiative to automate client services. Or you might want to expand into a new specialty which requires additional staff training and resources. You may have outgrown your current space and need funds to lease a larger office or building, or maybe you need to do a build-out to update and improve your existing space.

CPA Practice Financing

  • Loans up to $2.5 million
  • Flexible terms up to 10 years
  • Line of credit options
  • Quick, guided process
  • Cash-flow based financing

Uses of Capital

  • Mergers & Acquisitions
  • Successions and Owner Buyouts
  • Business Debt Consolidation

CPA Practice Resources


Signs that it’s time to acquire

One of the most effective ways to expand your agency’s business is to acquire another agency. Whether you purchase a local competitor or an agency in a nearby town, an acquisition instantly increases the size of your book of business and gives you new opportunities...

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7 Ways to Actually Grow

by Tommy McDonald, Vice President – MarshBerry WRITE 20% NEW BUSINESS. In our experience, understanding the metrics needed to produce predictable profitable organic growth is #1. Less than 10%* of the industry can produce new revenue in excess of 20% of prior year...

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10 Success Habits for Business Leaders

Working in the insurance industry can be both a challenging and a rewarding experience. That’s why it’s even more important to have the right qualities and habits to succeed. Here are ten of the most common traits of highly successful business men and women: 1....

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CPA Practice Events

    June 12-15 in Las Vegas
  • MICPA Management Info & Business Show
    June 18-29 in Novi

Learn More

To learn more about financing options for your business, please contact one of our knowledgable experts. We can answer any questions you may have, and suggest the best route for moving forward.

Email us below to begin the conversation.

Tina Nguyen, CPA

“Oak Street Funding has financed two loans for me, and we were able to close both within 30 days. I was very happy with the level of customer service provided by the team, and I received frequent updates regarding my loan status. I would definitely recommend Oak Street to others, and I look forward to working with them again in the future.”

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