Contributing Editors Michelle Wilson Lee Ann Davis
The Bridge is a newsletter produced by:
Oak Street Funding 11350 N. Meridian Street Suite 600 Carmel, Indiana 46032 866-625-3863
Potential borrowers are responsible for their own due diligence on acquisitions. Loans and lines of credit subject to approval. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. The materials in this paper are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this paper, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.
10
Finding Clues Online
Using the Web and social media to conduct due diligence for an acquisition
12
When Not to Cash Out
The 10 worst reasons to sell your insurance agency
6 Buyer Beware
Why acquisitions often end in regret instead of rejoicing
Email Prospecting
that Delivers Get more sales messages delivered to improve your pipeline