Get A Quote

We’ll get you there.

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

Using debt as a tool for growth

“Neither a borrower nor a lender be,” cautioned Polonius in “Hamlet.” William Shakespeare’s advice has gone on to form an attitude about debt that has survived countless generations. Most insurance professionals are financially conservative by nature, and their...

read more

Succession Leadership Roadmap

He’s a great employee with a good head for business. You’ve hired well over the years, but he really stands out. As you watch him deal with your clients and analyze his numbers, you’re confident that, when the time is right, he’ll be ready to take your business’s...

read more

CPA Practice Events

  • Rainmaker Superconference
    May 30-June 1
  • AICPA Engage
    June 11-14
  • 2018 MI CPA Business Show
    June 27-28
  • CalCPA CPE Week
    August 7-11
  • Texas CPA Expo
    December 7-8

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.”

Who we are...

Have questions? Talk with our experts for more information.