We’re very fortunate to have had the opportunity to have Catherine Oak of Oak & Associates assist us in the sale of our Insurance Brokerage. There are some rough waters out there when trying to navigate your way through the process and she guided us from beginning to end.
Her vast experience in Brokering Insurance Businesses, creating the necessary Valuation/profile ahead of the sale and acting as a Price Negotiator on our behalf was impressive. Key to our success was the portfolio of interested buyers she works with regularly and they also value her expertise which brought legitimacy to us as sellers.
Thank you Catherine for making this a very successful and financially beneficial event for us.
Jon & Lisa Matosian