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
By Catherine Oak and Bill Schoeffler Regardless of agency size, sometimes it is difficult to get access to all the markets that might be needed for the agency’s clients. Most standard markets will have some sort of volume requirement and some might limit the number of appointments in a region. So, what are the options if the agencyContinue reading “Things to Consider When Using Agency Partnership Groups”
“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.
See all testimonials
Get In Touch
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
Subscribe to Oak & Associates latest research on best practices in the Insurance Industry.