Trusted Advisor
With Oak & Associate’s expertise in M&A, restructuring, valuation and best practices implementation, you can trust us.
Expertise
Oak & Associates was founded in 1991 by Catherine Oak. She has been an industry consultant for over 35 years and consulted with thousands of agencies and brokerages across the country over the years.
Excellence
Oak & Associates prides themselves in providing customized professional consulting services to meet the firm’s unique needs.
Professionalism
Catherine has numerous professional designations, such as CIC, CPCU & AAI. She is an industry recognized expert and has written articles for the Insurance Journal for over 23 years.
Industry Trends to Exploit for 2025
By Catherine Oak, CRM, CIC & Bill Schoeffler Minding Your Business Agency owners must observe and learn about significant new trends in the insurance industry. The following are the critical industry trends insurance agencies should track for 2025. The field of buyers has shifted. The pace of acquisitions has slowed for a few reasons. In…
“She brought a number of buyers. I believe she was responsible for the sale and at a higher price than anticipated.”
Mark Polivka, Monarch Insurance Services, Inc.
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Meet Catherine
Get In Touch
Interested in learning more? Feel free to give me a call or shoot me an email.
catoak at gmail.com
(707) 478-8527
2158 NW Toussaint Drive Bend, Oregon 97703
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