Oak & Associates who specialize in financial and management consulting for independent insurance agencies, including valuations, mergers acquisitions, sales and marketing planning as well as perpetuation planning.
Oak & Associates provides a variety of consulting and valuations services, as well as training programs & seminars.
Catherine is very knowledgeable about the industry and business model topics. She engages with the audience for the purpose of teaching, interacting and development. Over a two year span she created seminars on critical industry and business-related issues addressing state of the state, trends, options, solutions, tools, sales and solutions. She was our Board of Directors’ unanimous choice to continue to invite back to speak to our association members.
Catherine is wise and can see the big picture. She has performed fair market valuations for us and provided consulting advice over the years. She also assisted me in buying DHW and helped me personally through many hurdles we encountered. I highly recommend Catherine to any organization. Her ability to add value is superior.