Unlock Your Business’ Financial Potential with Oak Bank’s Business Banking Solutions
At Oak Bank, we understand no two businesses are alike. Your business banking needs are unique and deserve a customized approach.
Meet Jim McNulty, SVP-Business Banking at Oak Bank. Jim specializes in banking for wealth management firms just like yours. Your dedication to your client relationships will be matched by Jim's dedication to you.
With 30 years of experience and a passion for putting his clients first, Jim is ready to get started working for you. From tailored lending solutions to streamlined and custom cash-flow management tools, let us be your partner in banking.
Meet Jim McNulty
Jim McNulty
Senior Vice President - Business Banking
Phone: (608) 250-5525
At Oak Bank, our many solutions include:
Succession Plan Financing | Your business is a part of you. Knowing how it will live into the future while also maximizing your long-term value involves a bank that knows how to be a true partner. Oak Bank and our network of professionals can help you analyze business structure, valuation, and other long-term issues, and then be at the table to help your plans become a reality. |
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Acquisition Financing | We have helped wealth management firms analyze and execute acquisitions, both large and small. As a business that relies on cash flow vs. ‘hard’ assets, having a community bank that understands you, your people, and what truly drives your success allows us to align financing and structure to help you consider acquisitions that make sense for your future. |
Building Purchase and Construction Financing | If you are looking to expand to an additional location or move from a tenant to a building owner, Oak Bank has decades of experience assisting with these transactions. Even with our sometimes-remote environment, the ‘home’ you choose can be the difference in your firm standing out, impressing clients, and growing your team. |
Growth Financing | We realize that wealth management companies often need to invest in their businesses before a new revenue stream provides positive returns and results. Flexible lines of credit and term financing can give you the correct tools to fund your growth. It’s not just the finance tools, but the up-front planning with a knowledgeable banker that can help your plans become reality. |
Treasury Management Services | Oak Bank’s tailored treasury management services are delivered by a team that is the best in the business. In addition to competitive checking accounts, we have a wide range of support products including:
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Meet The Team
Worried about the hassle of switching Banks? We can work with you to make this transition efficient by personally assisting you with the switch. Transferring auto pays, ACH transfers and payroll is our specialty. Contact one of us to assist you in building a transition plan that allows for a seamless transition.
Let our team help you figure out which account is best for your business. We can help you understand the features and benefits of each account and the services available to streamline the handling of your funds. Contact us today to get started and find the right solutions for your business.
