Oak Street Funding

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

[Oak Street Funding @OSFunding]

Today we support and celebrate the national recognition of Juneteenth, a day to celebrate the official ending of slavery in the United State of America.

In the words of Frederick Douglass, "We have to do with the past only as we can make it useful to the present and the future."

[Oak Street Funding @OSFunding]

May we remember and honor those that have served our country. Happy Memorial Day from @OSFunding!

[Oak Street Funding @OSFunding]

[#MarketUpdate] The Federal Reserve holds steady on rates at 4.25-4.50%.

Amidst economic uncertainties, the current climate offers a prime opportunity for companies to pinpoint areas where they can establish a more robust foundation for future growth: https://t.co/bM4rcBf2kh

[Oak Street Funding @OSFunding]

The Spring 2025 edition of The Bridge® is now available for advisors!

In this issue of our biannual publication, you'll find industry knowledge on topics such as strategic planning, growth through M&A, and enhancing the customer experience. Read now: https://t.co/2DScMXlRHD

[Oak Street Funding @OSFunding]

Wishing you a Happy Easter weekend from Oak Street Funding!

*We will be closed on Friday, April 18th in observance of Good Friday.

[Oak Street Funding @OSFunding]

⏩COMING SOON: The Bridge magazine Spring 2025 edition!

The upcoming issue of our annual publication includes industry knowledge on: strategic planning, growth through M&A, and enhancing the customer experience. Stay tuned! | #OakStreetFunding #RIA #Advisors #CPA #Insurance

[Oak Street Funding @OSFunding]

[#MarketUpdate] The Federal Reserve holds steady on rates at 4.25-4.50%. Despite economic uncertainties, the market is ripe for business acquisitions and investments.

Do you have the right financial partner to power your growth? https://t.co/uCCs5KG4xf

[Oak Street Funding @OSFunding]

Strategic planning lays the foundation for growth. Is your plan in place?

Alicia Chandler, President of Oak Street Funding, discusses growth strategies, strategic planning, and attracting talent in 2025 on the latest #OnPointPodcast: https://t.co/WKciRYVoPR

[Oak Street Funding @OSFunding]

Stay tuned for our upcoming #OnPointPodcast episode featuring Alicia Chandler!

Alicia Chandler, President of @OSFunding, is joined by Susie McEuen to discuss growth strategies, strategic planning, and attracting talent in 2025. | #OakStreetFunding #RIA #CPA #Insurance

[Oak Street Funding @OSFunding]

[LIVE] Join us LIVE as @rdennen provides insights into the year ahead, including M&A activity, strategic planning, and talent shortages: https://t.co/iA5iBizv3h | #OakStreetFunding #RIA #CPA #Insurance #MarketOutlook

[Oak Street Funding @OSFunding]

[WEBINAR] Join @rdennen, Founder & CEO of @OSFunding, this Friday, February 7th, as he provides insights into the year ahead.

Rick will answer your questions regarding potential disruptive forces, utilizing technology, and more: https://t.co/9gOyPaA5LX

[Oak Street Funding @OSFunding]

[WEBINAR] Join @RDennen of @OSFunding as he provides insights into the year ahead.

Rick will answer your questions regarding:
▶️M&A activity amongst changing tax policies
▶️Strategic planning
▶️Attracting and retaining talent

Register now: https://t.co/ZFdnunHqMf

[Oak Street Funding @OSFunding]

"The time is always right to do what is right." - Dr. Martin Luther King Jr.

Today we honor his life and legacy. #MLKDay

[Oak Street Funding @OSFunding]

Thinking about succession or M&A in the new year? Tax benefits indicate this year may be ideal.

Steve Blake of @CBZ joins Rob Roach of @OSFunding on our latest #OnPointPodcast episode to discuss tax implications in 2025 and strategies for business owners: https://t.co/rlfiJuN9CT

[Oak Street Funding @OSFunding]

Join @rdennen, Founder & CEO of @OSFunding, as he provides insights into the year ahead.

Rick will answer your questions regarding potential disruptive forces, utilizing technology, and more. Register here: https://t.co/OR7Htf6utF | #Insurance #RIA #CPA

[Oak Street Funding @OSFunding]

Stay tuned for our upcoming #OnPointPodcast episode!

Steve Blake of @CBZ Advisory joins Rob Roach, Director of Underwriting at @OSFunding, to discuss tax implications in 2025, their impact on the M&A landscape, and tax-effective strategies for business owners.

[Oak Street Funding @OSFunding]

Happy New Year from the @OSFunding team! May 2025 bring you happiness and success.

[Oak Street Funding @OSFunding]

Happy Holidays from @OSFunding! ❄️🎁

We wish everyone a warm and joyous time with loved ones this holiday season!

[Oak Street Funding @OSFunding]

🦃 Happy Thanksgiving from @OSFunding! 🦃 Today, we are thankful for our amazing team and all they do. Wishing you a joyous holiday filled with good food and gratitude!

[Oak Street Funding @OSFunding]

[LIVE] Join us LIVE as @MarcMakingSense and Steve Blake of @CBZ as they discuss potential policy changes, growing during uncertainty, and more as we approach 2025: https://t.co/yOBBJnWis8 | #OakStreetFunding #RIA #CPA #Insurance #MarketUpdate