Steve Mahlum, MVP Insurance

Steve Mahlum, MVP Insurance

August, 2018

To Whom it May Concern:

When I decided to sell my agency, I asked a few other agency managers who they would use for a consultant to help me through the process. All included Catherine Oak of Oak & Associates as being one of the top candidates. After talking with each of them, I felt it was a pretty easy decision to hire Catherine based upon her knowledge and experience in this arena.

Initially I wanted to attempt to cut expenses and was working hard to come up with the required information for the buyer on my own, with an assist from Catherine. I soon discovered that it was best left up to Catherine to organize all of the required data for submission. That way I could continue to concentrate on the business while she concentrated on the sale of it.

Catherine did a great job of organizing all of the required date needed for submission and went above and beyond to make sure that the details were taken care of as well. She was familiar with the process from the beginning to the end and that helped the process, the negotiations and the final result in a very positive way.

I highly recommend Catherine Oak of Oak & Associates for any of your consulting needs.  Please let me know if you need to discuss further.

Steve Mahlum