December 29, 2020
Working with Catherine Oak has been a wonderful experience – and I highly
recommend Catherine for valuation and as our front-end negotiator. We
began to consider options to take our firm to the next level, and Catherine
helped us plan the path for success.
The end result was a very desirable multiple with a substantial addition in value added services, customer support, and leadership. We simply love our new direction.
A $1mm+ revenue firm our size is not a large firm by any means, but Catherine went
the extra mile to make sure the path forward was smooth and pain minimized.
Merging or Acquiring an insurance firm is a huge life event, and I can think
of no better partner to guide anyone forward than Catherine Oak and her
team.
Thank you Catherine!
Sincerely,
Kevin C. Murphy
Owner of Sierra Insurance and
Senior Vice President of the Heffernan Ins. Group
Oak & Associates 