Heuer Insurance Agency

Catherine made selling my agency easy, again thank you!
After working with Catherine on our family perpetuation several years ago, it made sense to reach out again once we decided to look for a partner to sell out legacy agency too. We had already started the process with a local agency but knew we needed to pull in an expert – and looking back, we are very glad we did!
Catherine brought great value to our deal, and we took comfort knowing she was there to look out for us as negotiations began. Catherine brought a great team with her. Without her recommendations, we don’t think we would have gotten the deal done in the two-month window we had.
I will certainly recommend Catherine and Oak & Associates to all of our friends and colleagues when the opportunity arises. Thank you, Catherine, for making this a reality!
– Adam Heuer