With Oak & Associate’s expertise in M&A, restructuring, valuation and best practices implementation, you can trust us.
Oak & Associates was founded in 1991 by Catherine Oak. She has been an industry consultant for 35 years and consulted with thousand of agencies and brokerages across the country over the years.
Oak & Associates prides themselves in providing customized professional consulting services to meet the firm’s unique needs.
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 20 years
A strategic business plan is very important to make sure that the business is successful. So why is it that only 15% of small businesses actually have a plan! It may seem like a daunting task to write out the firm’s strategic business plan but after reading this blog it will be understood why theContinue reading “Strategic Planning Basics”
“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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Interested in learning more? Feel free to give me a call or shoot me an email.
catoak at gmail.com
2158 NW Toussaint Drive Bend, Oregon 97703
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