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Get control of your Agency's finances!
Clean out the skeletons in your financial closet and find the freedom in a clear and focused Makeover Plan offered by Oak & Associates.

We are offering two packages for your financial freedom below.

Contact us today to learn more.



desk

- a financial analysis

- a productivity analysis

- an Opinion of Value

- assistance in creation of a pro forma budget

$2,500


desk 2

This package includes the Extreme Financial Makeover above and two
of the items described below that would best suit your needs.


- a one day Strategic Agency Planning Session

- a one day Sales & Marketing Planning Session

- a one day Management & Organizational Review

- a one day Work Flow Analysis

- an E&O Audit

Let's discuss if more than two areas are desired.

$5,000


* If a report or follow-up is needed, our
time will be billed on an hourly basis.