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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


Things to Consider When Using Agency Partnership Groups

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.

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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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