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
Many agency owners would like to acquire another firm that is compatible with theirs. Agency owners today want to be buyers of agencies with books that might be a great fit with the same type of business the agency already writes. So, what is it that makes buyers more attractive to sellers? In our consultingContinue reading “10 Ways to Be a Competitive Buyer in a Seller’s Market”
“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.