Oak Street Funding, a preferred vendor of Chalice Advisor Lending Solutions, can provide financial services professionals access to capital to fuel growth. Oak Street Funding supports professionals through all stages of the business life cycle: from transition or acquisition, to debt consolidation, through succession or sale.
For Oak Street Funding, it is not just a transaction, but a relationship supporting your success.
  • Funds can be used for:
  • • Mergers and acquisitions
  • • Working capital
  • • Business debt restructuring
  • • Partner buy-ins/buyouts and successions
  • Oak Street Funding offers:
  • • Loans up to $30 million
  • • Preferred terms up to 10 years
  • • Line of credit options
  • • In-house processing and servicing
Take advantage of Oak Street Funding's direct, non-SBA, cash-flow based financing without borrowing against your personal assets.

Join Succession Link for free to get prequalified for a loan with Oak Street Funding

Oak Street Funding LLC: Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to California Department of Business Oversight, Finance Lenders License (#6039839).