B H Burke

Experienced Guidance for Insurance Agencies and Brokerages

Founded in 1983, B. H. Burke & Co., Inc. (BHBCo) has established itself as a trusted partner for independent insurance agencies and brokerages across the United States, Canada, and Mexico. Led by Brian H. Burke, a seasoned industry expert and frequent speaker, our team offers a comprehensive range of services designed to empower agencies to navigate the dynamic landscape of the insurance industry.

Our Commitment

Our mission is to empower independent agencies to maximize their value, optimize performance, and achieve their unique business goals. We achieve this through:

• Data-driven insights: We leverage industry expertise and advanced analytics to deliver actionable recommendations tailored to each agency's circumstances.
• Data-driven approach: We employ a scientific and data-driven approach to assess agency performance across various metrics, including profitability, productivity, and risk management.
• Tailored solutions: We partner with you to develop strategic plans and implement solutions that align with your unique needs and aspirations.

1. Mergers & Acquisitions

• Representation for both sellers and buyers in agency transactions.
• Due diligence assessments and valuations.
• Negotiation and documentation support.

2. Business Valuation & Perpetuation Planning

• Comprehensive valuations of agencies for planning purposes.
• Consulting on succession planning and perpetuation strategies.

3. Producer & Owner Compensation

• Design and implementation of competitive incentive programs.
• Analysis and optimization of producer compensation models.

4. Profitability & Productivity Analysis

• Comprehensive review of agency finances and operations.
• Identification of cost-saving measures and revenue-boosting opportunities.

5. BHBCo Visioning SM

• Strategic planning and budgeting to achieve specific business goals.

Why choose B. H. Burke & Co., Inc.?

With over three decades of experience, BHBCo offers unparalleled expertise and a track record of successful engagements. Our clients praise our:

• Data-driven approach to insights and recommendations.
• Personalized guidance from experienced industry professionals.
• Client-focused communication and collaborative approach.