SERVICES
Oak & Associates provides a variety of consulting and valuations services, as well as training programs & seminars.
Acorn Retainer
Program
Would you like to have regular access to an expert consultant that not only knows the industry, but also knows your agency? Oak & Associates has a service called
The Acorn Program in which our consultants work with you and your agency on a regular basis. This allows the owner to keep on top of the key issues impacting the firm and tap unbiased, expert advice on what needs to be done. Just like the acorn grows into the mighty oak tree, your firm will develop into a powerful and successful business.
Consulting and Company Strategic Work
Services
include mergers & acquisitions, business valuation,
strategic business planning, perpetuation planning and,
management & operational studies. Our experience working
with hundreds of independent agencies, provides us with the
experience and insight that allows us to focus on the
important issues and get quick results.
Our custom designed consulting services help streamline business operations and improve productivity and profitability through these services:
Mergers and Acquisitions
Whether you are looking to buy, sell or merge, Oak & Associates can assist you in finding the right parties and close the deal. We can assist you if you need help on structuring the new entity.
Compatibility Analysis
We highly recommend that the parties perform a Compatibility Analysis prior to any transaction. It often helps to have a third party who is unbiased toward any party for this analysis. We are able to ask the tough questions and quickly get to the heart of the issues for all of you.
Fair Market Valuation
There are many reasons why one would need a Fair Market Valuation of an agency: the merger of agencies, the sale or acquisition of an agency, the divorce of a business owner, internal purposes such as sale of some stock, and perpetuation and estate planning.
Management & Operation Studies
Is your business running efficiently? We can review the management structure as well as the workflow within an agency. We can help you design a new organization or just refine the existing structure to make it more productive and profitable.
Strategic Planning
Successful agencies are pro-active rather than re-active. Oak & Associates will work with the owners and key staff to develop an overall Strategic Business Plan or a specific Sales & Marketing Plan.
Owner and Producer Compensation Studies
How much can you afford to pay a producer? Are all owners getting paid at a level equal to their work contribution to the agency? We can review your compensation plans to make sure that the agency is paying the owners and producers what it can afford to pay.
Perpetuation Planning
An effective exit strategy will take time to develop. Owners without a perpetuation plan may not receive top dollar for their firm and may end up owing extra taxes. Oak & Associates will work with you to map out a plan for a smooth and tax efficient transition.
General Consulting
Very often an agency owner is involved with some situation or problem in which they have no experience or would like a third party opinion. Oak & Associates can provide consulting on an hourly basis to help resolve these issues.
Mergers & Acquisitions
Compatibility Analysis
Management & Organization Studies
Product Analysis
Owner & Sales Compensation Plans
Financial Analysis
Management and Executive Coaching
Evaluation of Distribution Systems
Annual Business Planning Meetings/Retreat
Systems & Procedures Review
Sales and Marketing Planning
Productivity Studies
Strategic Alliances
Determination of Target Markets
Streamlining Annual Game Plans
Team Building
Seminars and Workshops
We have a variety of seminars or workshops available or can custom design a program to fit any length meeting on a variety of management, sales or financial subjects.
Business Valuations
We will establish a fair market value of a firm and provide consulting work for a variety of needs:
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Merger, Acquisition or Sale |
Buy/Sell Agreement |