Articles by Catherine Oak

Oak is the founder of the consulting firm, Oak & Associates, based in Northern California and Central Oregon. Oak & Associates. Phone: 707-935-6565. Email: catoak@gmail.com.

Structuring a Transaction: Winning Strategies for Both Sellers and Buyers

So what is the going rate for agencies nowadays?” is the question we often hear from interested buyers and seller of agencies. Our answer always includes that the price paid is not directly related to the net proceeds, since terms …

SWOT Analysis

In past articles we have recommended that agencies perform a SWOT Analysis on themselves as part of the firm’s yearly business planning. SWOT Analysis is a very effective way of identifying a business’ Strengths and Weaknesses as well as examining …

SWOT Analysis

In past articles we have recommended that agencies perform a SWOT Analysis on themselves as part of the firm’s yearly business planning. SWOT Analysis is a very effective way of identifying a business’ Strengths and Weaknesses as well as examining …

Ten Ways to Attract and Retain Great Employees

Today, more and more organizations are changing the way they view and pay their employees. The move is away from the traditional “cost-of-doing-business” concept. Successful businesses are developing creative programs to guide employees to focus on improving business performance and …

Ten Ways to Attract and Retain Great Employees

Today, more and more organizations are changing the way they view and pay their employees. The move is away from the traditional “cost-of-doing-business” concept. Successful businesses are developing creative programs to guide employees to focus on improving business performance and …

Managing Claims

In these days of sky-high premium rates a sales person needs an edge when trying to close a sale. Many firms are adding extra services to woo new clients and retain the existing ones as well. These ideas are great. …

Managing Claims

In these days of sky high premium rates a sales person needs an edge when trying to close a sale. Many firms are adding extra services to woo new clients and retain the existing ones as well. These ideas are …

The ABCs of MGAs

The ABCs of MGAs

Be Successful by Modeling Success

One key element that differentiates humans from other animals is our ability to copy traits and skills from each other. Most animals are born with instinct that provides them with many of the skills that they need to survive. Humans—on …