BKS Annual reports share our progress.

In keeping with our policies of transparency and accountability, BKS publishes annual reports detailing our growth and important changes that have occurred at our firm and in the industry over the past year. See BKS annual reports below for updates on our growth and progress.

annual-report-cover2015-2016 Annual Report

Highlights:

 

2014-2015 Annual Report

Highlights:

 

 

 2013-2014 BKS Annual Report

Highlights:

  • BKS-Partners enjoyed an organic growth rate of 24%, with BRP growth equaling 43%.
  • Opened an office in Ft. Myers, an effort led by BKS-Partners Managing Advisor Janette L’Heureux.
  • Converted our agency management system to Sagitta, allowing for better workflows, data management and expanded reporting capabilities.

 2012-2013 BKS Annual Report

Highlights:

  • Posted industry-leading growth of 20.5% and a client retention rate of 97.4%.
  • Created Baldwin Risk Partners to serve as a holding company for our continued investments into new insurance and risk management assets in December 2012.
    • Baldwin Krystyn Sherman Partners, The Villages Insurance Partners and Medicare Insurance Partners are the member companies that make up Baldwin Risk Partners.

2011-2012 BKS Annual Report

Highlights:

  • Launched our new brand in 2011 and posted organic growth of 22% during 2011 and 31% during the first half of 2012.
  • Created our initial presence in Sarasota/Bradenton through our merger with NexGen Benefits.

2010 BKS Annual Report

Highlights:

  • Clients gave us their continued support in 2010, with a retention rate in excess of 98%.
  • Opened our Naples office, which is led by Garrett Gardi.
  • Achieved record growth by increasing organic revenues by 28%.