Industry Knowledge | Powered by Oak Street Funding (11)

How to win an agency acquisition

How to Win An Agency Acquisition

April 26, 2022 •Oak Street Funding

Interest rate increase independent insurance agencies financing

The Impact of Rate Increases on Independent Insurance Agencies

April 6, 2022 •Oak Street Funding

m&a deal killers

5 M&A Deal Killers: Common Deal Breakers in Transactions

March 31, 2022 •Oak Street Funding

Capital gains tax

Capital Gains Tax and Selling Your Business

March 10, 2022 •Oak Street Funding

Six tax strategies

6 Tax Strategies from a Reformed CPA, Now Business Owner

March 4, 2022 •Oak Street Funding

Clear vision to bring success

How Does A Clear Vision Bring Success?

March 3, 2022 •Oak Street Funding

Acquisition best practices

Planning an Acquisition in the New Year? Use These Best Practices

February 22, 2022 •Oak Street Funding

Tax season prepare clients for bank loans

Tax Season is the Best Season to Prepare Clients for Bank Loans

February 8, 2022 •Oak Street Funding

How to partner with a lender

How to Partner with a Lender

February 8, 2022 •Oak Street Funding

Future of RIAs

The Future of Financial Advisors is Bright .. For Those Who Adapt

January 13, 2022 •Oak Street Funding

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