The advice independent agencies trust for their most important transactions and internal developments.

I initially tried to sell my insurance agency on my own, but I quickly realized I needed the expertise and guidance of someone who understood the process. That’s when I turned to Everett Shaw at BH Burke & Co, and it was one of the best decisions I made.

Read more

Everett provided invaluable advice, guided me through every step, and helped make a complicated process much smoother. I would highly recommend Everett to any agency owner considering selling their business. Don’t make the biggest decision of your career without partnering with Everett Shaw.

One of the biggest benefits of working with Burke & Co. was getting exposure to buyers I likely would have never connected with on my own. Ultimately, we found a buyer who was a great fit for my team and a deal that I felt was fair in both valuation and terms.

Read more

Selling an agency is a big decision, and working with Burke & Co. made the process much more manageable.

There was definitely some heavy lifting on the front end to prepare for the sale, but once we got through that, the process required much less of my time than I expected.

I also felt that having a broker represent me gave the opportunity more credibility and helped potential buyers take me and the sale of my agency more seriously. Just as importantly, the process gave me a much better understanding of what the market was actually willing to pay for my agency.

We explored quite a few potential buyers, but Burke & Co. handled most of those initial conversations and helped narrow the field to buyers who were both qualified and potentially a good fit. By the time I was involved, we were having meaningful conversations rather than wasting time with buyers who weren’t a good match.

I’d absolutely recommend Burke & Co. to any agency owner considering a sale, especially if they want to understand their options, attract serious buyers, and get a fair deal without having the process consume all their time.

Our experience working with Everett Shaw at B.H. Burke & Co., Inc. was a great one! Everett was the perfect fit for us. His patience, extensive knowledge and good natured disposition guided us through the acquisition process to the finish line. We would highly recommend him to anyone!

We have had the privilege of working with BH Burke & Company for over 20 years. They have helped us with numerous acquisitions, deferred compensation agreements and producer compensation plans. So, when we decided it was time to put a perpetuation plan in place, the first call we made was to Everett Shaw.

Read more

He took the time to listen to what meant most to us as we enter this new phase in our business. He was instrumental in arranging meetings with interested parties. He prepared us for the questions we would be asked as well assisting us in forming the questions we wanted answered from a perspective buyer. He attended meetings with our legal representatives and helped them to understand the nuances of the Insurance Industry.

Everett remained patient as we worked through every aspect of the deal. He prepared detailed spreadsheets comparing each of the offers we received. He helped us to look at each one and try and determine which one best met our needs. We ultimately signed our deal and sold our Agency to what we believe to be the best “fit” for us and our staff. We are so thankful for his help, his encouragement, his knowledge, and his kindness as we worked through this process.