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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


Your smartest investment may be technology

As accounting firms consider strategies for growing their business and increasing their scope, most will focus on the same familiar avenues. They might consider adding more professional or support staff. Another common thought is buying another firm in town or in a...

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Is your team prepared for growth?

Making the decision to grow your business is a big step that takes a great deal of thinking, a willingness to commit resources, and more than a little courage. It also takes the cooperation and involvement of your management team. Whether your agency is small or...

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Should you borrow to reach your goals?

For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and equity is important. Maximizing a company’s return on equity requires a certain amount of debt. Oak Street appreciates the need...

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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.”

Have questions? Talk with our experts for more information.