OnPoint with Oak Street Funding

Oak Street Funding

OnPoint with Oak Street Funding is a monthly podcast hosted by Bridget Haight. Each episode, Haight examines business trends, opportunities, and mini-trainings with actionable takeaways to empower listeners to grow their businesses. We host Industry Experts and Influencers within the Financial Services Industry. In each episode, you’re bound to learn a new perspective or strategy to support your company. Want to learn more? Call 844-353-8022 to speak to an Oak Street Funding team member today.

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OnPoint with Oak Street Funding

Episodes (25)

Dec 15, 2023 Approaching Independence: Practice Planning for Transition with Bristal Lane Group
Dec 8, 2023 S4 EP. 5 - Strategic Planning: Implementation and Getting Employee Buy-In
Nov 15, 2023 S4 EP. 4 - Business Agility: Thriving in Changing Markets with Paul Lally

OnPoint with Oak Street Funding

Dec 15, 2023
37 minutes
34 MB

In the second episode of Approaching Independence, Susie and Matt discuss practice planning for transition. They talk about what it takes to go independent, managing your cash flows efficiently, a brief 2024 outlook, and the keys to relationships with vendors and clients.

OnPoint with Oak Street Funding

Approaching Independence: Practice Planning for Transition with Bristal Lane Group

Oak Street Funding

00:00 -36:41