Catherine Oak was very instrumental in bringing the right buyer to me for our firm. For years we assumed perpetuation would be the answer. However, Catherine sat down with me and performed an in depth review of the pros and cons of Perpetuation vs Acquisition. The picture became very clear that Acquisition was the way to go for our agency.
Oak & Associates helped us clean up several issues which brought more value to our bottom line. With Catherine’s help and guidance along the way, the transition went very smoothly. She is a real pro, and knows the in’s and out’s of the Independent Agency System.
I would highly recommend Catherine Oak and Oak & Associates!
Larry T. Hughston, CIC