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.

So, What is My Agency Worth’

One of the more recurring questions we get asked as business consultants and appraisers is “can you do a quick and dirty valuation for my business?” Now we can appreciate someone asking for a ballpark valuation, however, a back of …

So, What is My Agency Worth’

One of the recurring questions we get asked as business consultants and appraisers is “can you do a quick and dirty valuation for my business?” Now we can appreciate someone asking for a ballpark valuation, however, a back of the …

Not too late for Agency Reviews

Even though we are one third of the way through 2002, it is still not too late to see how the agency has performed for 2001. There are no more excuses. The holiday season is gone, taxes are paid, and …

Management for the 21st Century

What ever happened to Total Quality Management (TQM)? Was it a concept that ended up on the trash heap of old management thinking? TQM has been around for a long time and will continue to be around for a while …

Management for the 21st Century

What ever happened to Total Quality Management (TQM)? Was it just another passing fad? Was it a concept that ended up on the trash heap of old management thinking? TQM has been around for a long time and will continue …

Management for the 21st Century

What ever happened to Total Quality Management (TQM)? Was it just another passing fad? Was it a concept that ended up on the trash heap of old management thinking? TQM has been around for a long time and will continue …

Making a Producer an Owner

There comes a time for many agencies when the owner is faced with the decision on whether or not to make a producer an owner of the firm. Like most important management decisions, there is no correct single answer. Why …

How to Retire from a Lifetime’s Work

Oak & Associates often provides advice to agency owners that are considering retirement. A common problem is that people in their 60s and beyond have devoted their lives to the job of running their business, often at the expense of …

Planning Ahead: How to Retire from a Lifetime’s Work

A common problem with agency owners that are considering retirement is that some individuals in their 60’s and beyond have devoted their lives to the job of running their businesses, often at the expense of personal enjoyment. They may find …

Customer Service at Its Best: Defining the’Perfect’ CSR

When asked to list the major strengths of their agency, most owners usually include the agency’s quality of service to the client. In the typical agency, the customer service representative is the foundation of good service. Logically, one can say …