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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


Using Agency Employees to Improve Leadership

By: Catherine Oak In today’s business climate innovations in technology and systems have upended communication, payroll and record keeping. Even with these drastic changes one aspect of a business has yet to change, the CEO. Every company big and small has a CEO and their decision-making ability is key to successful growth. A truly greatContinue reading “Using Agency Employees to Improve Leadership”

“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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