Kevin C. Murphy, SVP & Owner of Sierra Insurance

“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!”