Oak Street Funding - Invidious

Oak Street Funding

As a business lending expert in specialty financing, Oak Street Funding has been successful nationwide in fulfilling the unique capital needs for insurance businesses, investment advisors, certified public accountants (CPAs), buy-here pay-here dealerships, as well as third-party servicing for commercial, specialty financing portfolios.

Our passion, client and employee-focused mindset as well as access to capital will continue to drive our commitment to fulfill client needs while also providing an empowering work environment for our employees.

That’s what we are all about.

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8:28

Growing Firms in 2026: What To Prepare For

Oak Street Funding

Shared 2 days ago

10 views

36:59

S8. EP. 1 - Next Generation CPAs: The State of Accounting in 2026 with Evans May Advisory

Oak Street Funding

Shared 2 weeks ago

31 views

20:48

AI's Growing Impact: How Tech Will Reshape Client Engagement

Oak Street Funding

Shared 2 weeks ago

9 views

22:48

S7. Bonus - Best of 2025

Oak Street Funding

Shared 2 months ago

30 views

38:45

2026 Outlook: Strategic Insights & Planning with MarshBerry

Oak Street Funding

Shared 2 months ago

15 views

34:34

Inside Insurance M&A: Due Diligence & Contracts with M&A Services

Oak Street Funding

Shared 2 months ago

8 views

7:39

Don't Wait: Plan Succession

Oak Street Funding

Shared 2 months ago

26 views

15:50

S7. EP. 7 - Underwriting for M&A with Oak Street Funding

Oak Street Funding

Shared 3 months ago

42 views

8:02

Navigating Mergers and Acquisitions

Oak Street Funding

Shared 3 months ago

16 views

34:11

Preparing for G2: Planning Ahead with DeVoe & Company

Oak Street Funding

Shared 3 months ago

25 views

23:12

S7. EP. 6 - M&A Cybersecurity Considerations with KSM and Reveal Risk

Oak Street Funding

Shared 3 months ago

32 views

4:18

Getting Ahead: Rate Cuts & Deals

Oak Street Funding

Shared 4 months ago

6 views

33:04

Cybersecurity Trends and Risks in 2025 with KSM and Reveal Risk

Oak Street Funding

Shared 4 months ago

9 views

6:28

Debt vs. Equity: Financing Your Business

Oak Street Funding

Shared 4 months ago

25 views

33:22

Inside Insurance M&A: Valuation & Deal Structure with M&A Services

Oak Street Funding

Shared 5 months ago

56 views

24:23

Decoding The New Tax Bill: With Evans May Advisory

Oak Street Funding

Shared 6 months ago

53 views

14:09

Decoding The New Tax Bill: With Evans May Advisory Part 2

Oak Street Funding

Shared 6 months ago

5 views

13:28

Decoding The New Tax Bill: With Evans May Advisory Part 1

Oak Street Funding

Shared 6 months ago

12 views

23:03

S7. EP. 4 - Accelerate Agency M&A: The DeLuca Agency Story

Oak Street Funding

Shared 6 months ago

7 views

14:05

U.S. Tariff Impacts: 2025 Tariff Update

Oak Street Funding

Shared 6 months ago

3 views

23:13

Leaving Your Legacy: Building an Exit Strategy

Oak Street Funding

Shared 7 months ago

14 views

26:19

S7. EP. 3 - Path to Succession: Navigating Partner Buy-In

Oak Street Funding

Shared 7 months ago

329 views

7:47

2025 SBA Changes

Oak Street Funding

Shared 7 months ago

16 views

26:01

Responding to Uncertainty: Mid-Year Outlook

Oak Street Funding

Shared 7 months ago

13 views

8:09

Clearview Insurance: Scratch To Success

Oak Street Funding

Shared 8 months ago

20 views

16:29

Scratch to Success: The Clearview Insurance Growth Story

Oak Street Funding

Shared 8 months ago

92 views

4:57

DryStone Capital: Debt Funded Innovation

Oak Street Funding

Shared 10 months ago

104 views

16:43

S7. EP. 1 - Persistence in Innovation with DryStone Capital

Oak Street Funding

Shared 11 months ago

160 views

26:55

S6. EP. 5 - Strategic Growth: Building Buy-In and Driving Results with Alicia Chandler

Oak Street Funding

Shared 11 months ago

147 views

47:05

2025 Outlook: What to Expect in the Year Ahead

Oak Street Funding

Shared 11 months ago

28 views

29:07

S6. EP. 4 - Tax Implications in 2025 with Rob Roach and Steve Blake

Oak Street Funding

Shared 1 year ago

140 views

19:45

S6. Bonus - Best of 2024

Oak Street Funding

Shared 1 year ago

242 views

44:01

Election Special: Tax & Market Implications

Oak Street Funding

Shared 1 year ago

10 views

1:05:49

CFA Society of Indianapolis - M&A For Investment Advisors

Oak Street Funding

Shared 1 year ago

25 views

35:50

S6. EP. 3 - From The Carson Group: Know Your Worth with Alicia Chandler

Oak Street Funding

Shared 1 year ago

76 views

33:36

S6. EP. 2 - Propelling Growth to Fuel Your Legacy

Oak Street Funding

Shared 1 year ago

40 views

5:38

Mid-Year Economic Update

Oak Street Funding

Shared 1 year ago

15 views

26:10

S5. EP. 5 - Deep Dive into the 5C's of Credit

Oak Street Funding

Shared 1 year ago

35 views

28:35

Beyond Underwriting: Strategy and Insights

Oak Street Funding

Shared 1 year ago

23 views

13:55

S1. Ep. 4 - Using Capital and Equity Effectively with Jane Saxon of Somerset CPAs and Advisors

Oak Street Funding

Shared 1 year ago

34 views

21:01

S2. Ep. 1 - A Founder's Story - Jim Roe of Arlington/Roe

Oak Street Funding

Shared 1 year ago

17 views

31:32

Uncover M&A Opportunities: Bridge Loans and Deal Creativity

Oak Street Funding

Shared 1 year ago

62 views

2:17

Building Advisory at Your Firm

Oak Street Funding

Shared 1 year ago

18 views

19:51

S5. EP. 4 - M&A Deal Creativity for Advisor Growth with MarshBerry

Oak Street Funding

Shared 1 year ago

44 views

17:32

S3. EP. 1 - A Founder's Story - with Leslie Nester of Fox Insurance Agencies

Oak Street Funding

Shared 1 year ago

23 views

10:14

S2. Bonus Episode - The Value of Inclusivity: A Conversation with Kirsten Petras and Sarah Turner

Oak Street Funding

Shared 1 year ago

11 views

21:34

S2. Ep. 3 - Hiring and Retaining Diverse Talent with Sarah Turner of The Faurote Group

Oak Street Funding

Shared 1 year ago

12 views

1:13

Approaching Independence with Bristal Lane - Highlight Reel

Oak Street Funding

Shared 1 year ago

12 views

0:50

Leadership Myths

Oak Street Funding

Shared 1 year ago

10 views

1:03:34

How to Sell Your CPA Firm

Oak Street Funding

Shared 1 year ago

27 views

23:05

S1. EP. 5 - Managing a Business Through Decades of Disruption with Jim Roe of Arlington/Roe

Oak Street Funding

Shared 1 year ago

22 views

18:52

S1. Ep. 2 - Setting Up a Tax-Efficient Business Structure

Oak Street Funding

Shared 1 year ago

33 views

0:41

New, Simplified Partner Buy-In Financing For Your Partnership

Oak Street Funding

Shared 1 year ago

18 views

0:37

New, Simplified Partner Buy-In Financing for Your Firm

Oak Street Funding

Shared 1 year ago

19 views

2:44

Cybersecurity Fraud Awareness for your Business

Oak Street Funding

Shared 1 year ago

14 views

3:42

Client Success Story: Growing Through M&A

Oak Street Funding

Shared 1 year ago

28 views

28:28

Unlock Market Opportunities: Strategies for Growth & Funding

Oak Street Funding

Shared 1 year ago

13 views

26:43

S2. EP. 2 - Modern Leadership Lessons with Paul Leroue of Wipfli

Oak Street Funding

Shared 1 year ago

24 views

21:07

S5. EP. 3 - Understanding Advisor Independence with Business Transition Solutions

Oak Street Funding

Shared 1 year ago

8 views

1:58

Acquiring with Debt: Running the Numbers

Oak Street Funding

Shared 2 years ago

85 views