Articles by Bill Schoeffler and 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.

Minding Your Business: Trends to Exploit in 2017

It is a new era for our country, with President Donald Trump coming into power with the theme to “Make America Great Again.” Perhaps it is also the time to do the same for agency planning. Are there things in …

Minding Your Business: Business Exit Strategies

Every business owner will exit his or her business at some point. The key is — will it be on the owner’s terms or someone else’s? The best time to start thinking about exiting the business is when the owner …

When Selling Your Agency Does NOT Make Sense

The process of selling a business involves an amalgamation of financial, personal and external factors. Sellers should work with their advisors to create a wish list of what they want. It is equally important to create a list of what …

How to Create & Reward Exceptional Agency Leaders

It’s always difficult to admit not being good at something — especially when you are the agency owner and leader of an insurance agency. But knowing a person’s weaknesses is extremely important. Leaders who understand their own weaknesses can find …

10 Ways to Be a Competitive Buyer in a Seller’s Market

Many agency owners would like to acquire another firm that is compatible with theirs. Agency owners today want to be buyers of agencies with books that might be a great fit with the same type of business the agency already …

Using Agency Employees to Improve Leadership

In today’s business climate innovations in technology and systems have upended communication, payroll and record keeping. Even with these drastic changes one aspect of a business has yet to change, the CEO. Every company big and small has a CEO …

Gifting Agency Stock & Grantor Retained Annuity Trusts

Paul Simon wrote that there are “50 Ways to Leave Your Lover.” For business owners, there are a few less options, however, there are many more permutations of those options. For family businesses, the key is to understand everyone’s needs …

Agency Performance Enhancement with the Power of Habit

Imagine the effect on owners, managers, producers and staff if they knew how to improve anything they did by having a good understanding of how specifically the brain enforces great new habits. Managers can assist employees in learning from each …

How to Attract and Retain Great Employees

Today, successful high-performing businesses are developing creative programs to guide employees to focus on improving business performance and rewarding them for their contributions. The long-term winners will be companies that provide a flexible and challenging work environment, along with employee …

8 Industry Trends to Exploit for 2016

It is time to put on the thinking cap and roll up the sleeves to determine what needs to be done to put the firm in a great position for growth and profit in 2016. Those that like to be …