Trusted Advisor

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 thousands 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.

Guerilla Actions to Grow the Agency

Several years ago I attended a five day Guerilla Business School in Los Angeles, put on by a training organization called Peak Potentials. The schools are taught by successful businessmen and woman who have made millions or even billions in their businesses.  Their goal in teaching these seminars is to educate others to be able…

“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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