Welcome

Oak & Associates is one of the most experienced and trusted advisory firms in the insurance industry for agents and brokers worldwide.

Since its inception in 1991, Oak & Associates has been working with owners and managers to improve their business model.

Our experience is broad and our services are nimble. We offer a wide range of consulting services including business valuations, merger & acquisition consulting, sales management, and general business consulting.

Take our "Help Us Help You" survey is to give us feedback about the challenges you may be facing today and what tools, resources or programs we could provide to assist you.

"Oak & Associates were very thorough, have good contacts, are well known and well thought of in the industry. They are very helpful in making suggestions and supporting us. They coordinated and worked well with our legal and tax people as well. We would use them again and do recommend them to others. They have great experience, follow through and are available when you need them. We score them "excellent" in all areas."

Peter Brown and Harry Humphrey of Farallon Associates

"Oak & Associates worked with us in adding our first satellite office, via acquisition. The were professional, experienced and had a reasonable fee schedule. They listen well and are flexible in problem solving. We would very likely use them again…keep up the good work."

Paul Bystrowski of John O. Bronson