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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 35 years and consulted with thousand 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 20 years


Internal Perpetuation Versus Sale of the Agency

By Catherine Oak and William Schoeffler Jr. Death and taxes are as inevitable as life itself. Yet most fail to plan for the inevitable. An ounce of early preparation is worth a pound of last-minute maneuvering. Thinking through the eventual exit ahead of time allows you to build the systems and people equation that takes time. Investors lookContinue reading “Internal Perpetuation Versus Sale of the Agency”

“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@gmail.com
(707) 478-8527

2158 NW Toussaint Drive Bend, Oregon 97703

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