Oak Street Funding is an expert in financing for insurance businesses, investment advisors, and CPAs. Follow us on LinkedIn to see more @ Oak Street Funding
Indianapolis, IN
Joined May 2011
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Oak Street Funding retweeted
Alicia Chandler of @OSFunding provides a fantastic checklist for advisors to follow when considering launching their own RIA. @wealth_mgmt wealthmanagement.com/busines…
Oak Street Funding retweeted
🚨 Last Chance!
🗓️ Date: Wednesday, August 21st
⏰ Time: 10am PT / 1pm ET
Join us for a webinar featuring industry experts from FP Transitions and Oak Street Funding.
Claim your spot before it's too late 👉 hubs.ly/Q02LZkz90
#Mergers #Acquisition #Succession #FinServ
Oak Street Funding retweeted
Last session of the DeVoe M&A+ Summit and we are so grateful to these experts for leaving us with creative and unique ways to Finance Your M&A or succession plans.
The agreed consensus is to get your books and ducks in a row & do your due diligence on lenders.
#DeVoeSummit2023
Oak Street Funding retweeted
FP Transitions & Oak Street Funding: Collaborating for the Client ow.ly/93UC50Poho6 @FPTransitions @OSFunding
Oak Street Funding retweeted
How the Next Generation of Advisors Can Buy Into Their Firms ow.ly/zCaZ50PfAN5 @OSFunding #advisors #funding
Oak Street Funding retweeted
Acquisitions: The Process & Accompaniment of Organic Growth ow.ly/qbyn50P9GRB @OSFunding
Oak Street Funding retweeted
A word from @OSFunding: As a business lending expert in specialty financing fulfilling the unique capital needs for certified public accountants (mergers and acquisitions, succession and owner buyouts, working capital, business debt consolidation). oakstreetfunding.com/
Oak Street Funding retweeted
Recent and upcoming tax changes could have a big effect on RIAs and their clients. @rdennen summarizes a recent webinar hosted by @OSFunding featuring trusted CPAs who gave insights into what's coming.
wealthmanagement.com/high-ne…
Oak Street Funding retweeted
CPA firms and lenders are natural allies, writes Rick Dennen of Oak Street Funding @OSFunding. The true benefits of a strong partnership with a lender go beyond helping a CPA firm's clients or providing referrals. trib.al/Gqx8NVS
Oak Street Funding retweeted
PERSPECTIVES: Times change, and so do the strategies you need to beat the competition. Working with business owners to support their cash needs, our team hears and sees best practices for organic growth in action. insideindianabusiness.com/ar…
Oak Street Funding retweeted
@osfunding's Susie McEuen vs FP Transitions' Seth Davis - LIVE at @orionwealthtech Stadium!
It's the final countdown at #SchwabIMPACT.
#UpYourGame in 2023. Come on and get it!
#FPInsights #Fintwit
Oak Street Funding retweeted
PERSPECTIVES: Business owners exploring financing options often wonder how lenders decide whether their business qualifies for a loan. The basics come down to what’s known as the Five Cs of credit. insideindianabusiness.com/ar…
Oak Street Funding retweeted
For firms looking to fund their internal or external succession plans with outside capital, our panel of experts from @OSFunding, @PPCLOAN, @LiveOakBank, and @Wintrust are sharing the myriad of pitfalls to avoid and best practices to follow.
#MASummit22
Oak Street Funding retweeted
The Great Retirement is giving up-and-coming CPAs an opportunity for new partners to buy into existing #accounting firms. But how can they do it? During partnership planning, design and discussion, be sure to cover these 4 essential topics: trib.al/S6wGWP0
Oak Street Funding retweeted
Rick Dennen of Indy-based Oak Street Funding is among Hoosier entrepreneurs featured in our latest BizVoice®. See how innovation is paying off for this lending firm. Read: bizvoicemagazine.com/wp-cont… #entrepreneurship #entrepreneurs @OSFunding
Oak Street Funding retweeted
DeVoe Elevate attendees are enjoying the panel with lending experts from @OSfunding @LiveOakBank @PPCLOAN. They are sharing real life examples of ways firm owners can use a business loan to finance an M&A deal, succession plan, or ownership restructuring. #DeVoeElevate22
Oak Street Funding retweeted
Hear from these RIA financing experts at DeVoe Elevate in two short weeks.
Find out creative ways firm owners can fund an ownership change, M&A transaction, or succession plan.
Learn more today: devoeandcompany.com/elevate
Oak Street Funding retweeted
Join @DavidDeVoe1 in 30 minutes to hear the latest on RIA growth trends and more. info.oakstreetfunding.com/on… @KirstenPetras
This Thursday, tune in to hear @DavidDeVoe1 weigh in on the state of the industry and emerging growth trends. info.oakstreetfunding.com/on…
Oak Street Funding retweeted
We are pleased to announce another great session has been added to the DeVoe Elevate agenda. Come learn from these financing experts in the session, "The G2 Financing Equation" happening in Las Vegas next month. See you there: devoeandcompany.com/elevate
