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Indianapolis-based Oak Street Funding, a First Financial Bank company, specializes in lending for niche business owners including CPAs, registered investment advisors and insurance agents. Oak Street Funding leaders are available for interviews, bylines and podcasts related to lending and financing topics including working capital, succession planning, acquisitions, debt consolidation and more.

Media Contact:
Rae Hostetler, Hostetler Public Relations
Representing Oak Street Funding
317-733-8700  |  Rae@HostetlerPR.com

 

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Video Coverage

Exclusive Video Coverage Powered by Oak Street Funding

 

Rick Dennen - Team Members Module

Transition in Leadership

Advisorpedia

Collaborating for the Client - Team Members Module

Collaborating for the Client

Advisorpedia

Susie McEuen - Team Members Module

Conventional Loans and Succession Planning

Advisorpedia

Bruce Warren - Team Members Module

Acquisitions & Organic Growth

Advisorpedia

Alicia Chandler - Team Members Module

Succession Planning in the Current Market

Edge TV

Susie McEuen - Team Members Module (2)

The ABC's of a Successful Acquisition

Edge TV

Alicia Chandler Gladstone - Team Members Module

Successful Succession Plans in 2023

Gladstone M&A Conference

Succession Success Through Partner Buy-In

Succession Success Through Partner Buy-In

DeVoe ELEVATE Panel

Alicia Gladstone Conference 2024

Alicia Chandler at Gladstone Group's M&A Conference

Published Articles

AI in a CPA practice brings benefits and responsibilities

Accounting Today

Selling an Agency: Plan Early for Peace of Mind

Insurance Journal

What You Need to Know About Agency M&A in 2024

Big I

Use Financing Tools to Survive and Thrive

Inside Indiana Business

Myths and Realities of Succession Planning

Wealthmanagement.com 2024 Midyear Outlook

Ten Tips For Advisors Considering Independence

WealthManagement.com

Rick Dennen of Oak Street Funding: 5 Things You Should Do To Become a Thought Leader In Your Industry

Authority Magazine

Grow or Go: 6 Considerations for Selling or Buying a Firm

Accounting Today

Insurance M&A – A 2024 Outlook

Insurance Journal

Successful Founder Buyouts – A Case Study

WealthManagement.com

The Big 3 Behind a Healthy Succession

Accounting Today

3 Steps To Thriving In Changing Markets

Financial Advisor

The Importance of Women in Succession Planning

Wealth Management 2024 Market Outlook

How to Evaluate a Capital Provider

Big I

ECHELON Partners Deals & Dealmakers Summit: Ask The Experts

Wealth Solutions Report

Opportunity Now and in 2024

InsuranceThoughtLeadership.com

Unlocking Succession Gridlock

WealthManagement.com

Choosing a Fixed- or Variable-Rate Loan When Financing a Growth Opportunity

Big I

Two cooks in the kitchen? Dealing with leadership overlap

Inside Indiana Business

Dealing With Leadership Overlap

Financial Advisor

5 Steps for Healthy Practice Transitions

CPA Practice Advisor

Fueling Agency Growth Through Succession Planning

Insurance Journal

CPAs and lenders, a dynamic duo for better business

Accounting Today

The Impact of Recent Tax Changes on Forecasting

WealthManagement.com

Financing Insurance Agency Expansion with Debt or Equity?

Big I

Press Releases

Oak Street Funding joins Wealth Engineering Family of Companies' Expert Sourcing Consortium

Oak Street Funding, a First Financial Bank company specializing in loan products and services for insurance agents, CPA firms, and financial advisors, announces it is now a member of The Wealth Engineering Family of Companies’ Expert Sourcing Consortium.

Robert Burt named legal counsel for Oak Street Funding and First Franchise Capital

Oak Street Funding and First Franchise Capital, wholly-owned subsidiaries of First Financial Bank, specializing in loan products and services for lines of business including CPAs, RIAs, and insurance agents, announces Robert Burt has assumed the position of legal counsel for Oak Street Funding.

Partnership Provides SIAA Members with Access to Tailored Capital Solutions to Propel Agency Growth

Oak Street Funding, a First Financial Bank company specializing in loan products and services to insurance agents, CPA firms, and financial advisors, announces a new partnership with Strategic Insurance Agency Alliance (SIAA). The partnership makes Oak Street Funding a preferred capital provider.

Alicia Chandler Promoted to President of Oak Street Funding and First Franchise Capital

Oak Street Funding and First Franchise Capital, wholly-owned subsidiaries of First Financial Bank, specializing in loan products and services for lines of business including CPAs, advisors, insurance agents, and QSR franchises, announces today Alicia Chandler has been promoted to president.

Oak Street Funding Launches OnPoint Series of Podcasts, Webinars and Videos

Oak Street Funding announces its new OnPointSM series of podcasts, webinars and videos for business leaders. OnPoint 2022 topics will include: financing solutions, capital gains tax implications, mergers and acquisitions, cybersecurity, succession planning and partner buyouts.