Why Agency Owners Trust Oakview
"Because your clients deserve more than a 1-800 number or a private equity–backed corporate brand."
Legacy
Preservation
We honor your brand, relationships, and client loyalty.
Local Presence Continuity
We keep your agency rooted in its community.
Team & Client Stewardship
We strive to retain your team and treat your clients like family.
Seller-Friendly Flexibility
We welcome seller financing and tailor every transition to your goals.
Who We’re Looking For
Independent agencies ideally in Northern CA, within 100 miles or less
Owners nearing retirement or looking to reduce operational/management duties
Agencies with clean books and strong community roots
Farm and Agribusiness-centric agencies are a plus
Sellers who care deeply about their clients' transition into a new agency
Agencies that share similar core values
"Oakview made the process seamless. They respected everything I built and gave me peace of mind about the next chapter."
— Former Agency Owner
Let’s Talk (Confidentially)
Whether you’re ready now or just exploring your options, we’d love to connect.
Mariah Davis – President
(530) 674-5054
Scott McClarrinon – Vice President
(530) 674-5054
M&A Contact From
Confidential form used to connect you to our agency to discuss your succession plan