Oak Street Funding (oakstreetfunding.com) is an expert in financing for insurance businesses, investment advisors, certified public accountants (CPAs), and Buy Here Pay Here auto dealerships.

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.

Our services include:
-	Business acquisition loans
-	Succession loans
-	Partner buy-in loans
-	Working capital loan
-	Business debt consolidation loans

Connect with us:
-	Twitter: @OSFunding
-	Facebook: Oak Street Funding

Insurance

Oak Street Funding

Rick Dennen

Alicia Chandler

David Christman

The Underwriting Team at Oak Street Funding assesses and evaluates the creditworthiness and risk profiles of potential borrowers in the insurance, investment advising, CPA, and auto dealership sectors. They analyze financial statements, conduct due diligence, and determine loan eligibility for business acquisition, succession, partner buy-in, working capital, and debt consolidation loans, ensuring that loan terms align with both client needs and company guidelines.

Underwriting Team

About

Team members

Other teams at Oak Street Funding

Strategic Markets Team

Marketing Team

Leadership Team