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Resources for Agents

Oak Street Funding, the industry leader in providing loans to insurance agents and brokers, is uniquely qualified to offer insurance professionals resources to buy, build and sell insurance agencies.

Additional resources can be found by visiting the Oak Street Funding site.

Build an Agency

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Latest OSF Blogs

Guest Article: Excerpt from 7 Ways an M&A Advisor Simplifies the Process

Mon, 20 May 2013 12:00:00 GMT

In 2012, there were approximately 300 reported sales of independent insurance agencies and brokerages. We know from experience that many of these transactions and nearly all larger sellers—as in all other industries—turn to the guidance of an independent advisor when they’re thinking of conducting a merger or acquisition. Is it really more prudent to engage an advisor than to simply go it alone?  Read Full Article Here



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