B H Burke

B. H. Burke & Co., Inc. (BHBCo), based in Cheshire, Connecticut, has been a leading provider of business-valuation and consulting services to independent insurance agencies and brokerages since its founding in 1983. Our team of experienced professionals has worked with hundreds of agencies and carriers across the United States, Canada, and Mexico, as well as with several banks and other financial institutions.

Our founder and chairman, Brian H. Burke, is a frequent speaker and writer on agency issues and brings a wealth of knowledge and expertise to the table. Brian is also a Director of InsurBanc, a federally chartered financial institution that specializes in lending and other services for the insurance-agency community.

Our Services

At BHBCo, we offer a wide range of services to help insurance organizations reach their long-term business goals. Our services include:

• Mergers & Acquisitions: We represent both sellers and buyers, facilitating transactions for multiple parties. Our team has extensive experience in mergers and acquisitions and can help you make the smartest decisions for your business.
• Business Valuation: Our ASA-certified appraisers provide accurate and reliable business valuation appraisals ranging from full certified reports to presentations used for planning. We can help you understand your agency's value and how to build value to achieve your business objectives.
• Perpetuation Planning: We provide perpetuation consulting for family and non-family situations and agencies of all sizes. Our team can help you plan for the future and ensure a smooth transition for your business.
• BHBCo Visioning SM: Our visioning service helps you change your near-term plans and budgets to meet your goals for the future. We work with you to create a clear vision for your business and develop a plan to achieve it.
• Producer & Owner Compensation: We design attractive incentive-compensation arrangements and account-equity programs to help you retain and motivate your top producers and owners.
• Profitability & Productivity Analysis: We analyze your agency's sources of underlying profitability and overall ROI. Our team can help you identify areas for improvement and increase your profitability and productivity.

Recent Engagements

As experienced financial advisors, we have helped hundreds of clients maximize opportunity and minimize risk when selling, purchasing, merging, or contracting with other business entities. Our recent engagements include:

• Representing a large agency group in the sale of multiple agencies to a publicly traded broker
• Assisting a regional broker in the acquisition of a number of agencies in a specific state
• Providing valuation and consulting services to a bank-owned agency in connection with a planned divestiture
• Representing a family-owned agency in the sale to a larger regional broker
• Providing valuation and consulting services to an agency in connection with a partnership buyout