Skip to main content

Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice

Written by Customer Service on . Posted in Mergers And Acquisitions.

BOSTON, Nov. 01, 2021 (GLOBE NEWSWIRE) — Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Better Business Planning, Inc., an insurance agency specializing in employee benefits solutions. Terms of the deal were not announced.

Based in Itasca, Illinois, Better Business Planning is a multi-generational family business of seasoned benefits professionals with a strong presence in the Chicagoland area specializing in designing and implementing customized employee benefits solutions. The firm also offers a variety of complementary services capabilities, including benefits and payroll administration, human resources consulting, and payroll consulting.

“Our specialist approach to risk enables us to consistently exceed client expectations,” said John Greenbaum, National Employee Benefits Practice Leader for Risk Strategies. “We are excited to bring Better Business Planning’s expertise to our growing national benefits capabilities and welcome them to the Risk Strategies family.”

Founded in 1977 by James Bellinger, Better Business Planning has been led since his retirement in 2014 by his sons, who joined the company starting in 1993. The firm has built a strong presence in a variety of industries, delivering benefits services to education, non-profits, law firms, architects and management services, industrial supplies, and agriculture, among others.

“Risk Strategies was a natural fit for Better Business Planning and our clients. We now have the ability to leverage the strength of a top national broker to enhance our client partnerships while still providing service to our local communities,” said Jeffrey Bellinger, Vice President of Better Business Planning.

The Better Business Planning team will join the Risk Strategies National Employee Benefits Practice and have access to additional robust capabilities and resources to further support and grow its client base. In addition to strengthening its leading national Employee Benefits Practice, the acquisition of Better Business Planning bolsters Risk Strategies’ strong Midwest presence.

To learn more about Risk Strategies, please visit www.risk-strategies.com.

About Risk Strategies

Risk Strategies is a specialty national insurance brokerage and risk management firm offering comprehensive risk management advice and insurance and reinsurance placement for property & casualty, employee benefits, and private client risks. With 25 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities and individuals, and has access to all major insurance markets. Ranked among the top brokers in the country, Risk Strategies has over 100 offices including Boston, New York City, Chicago, Toronto, Montreal, Grand Cayman, Miami, Atlanta, Dallas, Nashville, Washington DC, Los Angeles and San Francisco. riskstrategies.com

Media Contact
Mike Moses
Senior Account Executive
rsc@matternow.com
617-775-9150

Disclaimer & Cookie Notice

Welcome to GOLDEA services for Professionals

Before you continue, please confirm the following:

Professional advisers only

I am a professional adviser and would like to visit the GOLDEA CAPITAL for Professionals website.

Important Notice for Investors:

The services and products offered by Goldalea Capital Ltd. are intended exclusively for professional market participants as defined by applicable laws and regulations. This typically includes institutional investors, qualified investors, and high-net-worth individuals who have sufficient knowledge, experience, resources, and independence to assess the risks of trading on their own.

No Investment Advice:

The information, analyses, and market data provided are for general information purposes only and do not constitute individual investment advice. They should not be construed as a basis for investment decisions and do not take into account the specific investment objectives, financial situation, or individual needs of any recipient.

High Risks:

Trading in financial instruments is associated with significant risks and may result in the complete loss of the invested capital. Goldalea Capital Ltd. accepts no liability for losses incurred as a result of the use of the information provided or the execution of transactions.

Sole Responsibility:

The decision to invest or not to invest is solely the responsibility of the investor. Investors should obtain comprehensive information about the risks involved before making any investment decision and, if necessary, seek independent advice.

No Guarantees:

Goldalea Capital Ltd. makes no warranties or representations as to the accuracy, completeness, or timeliness of the information provided. Markets are subject to constant change, and past performance is not a reliable indicator of future results.

Regional Restrictions:

The services offered by Goldalea Capital Ltd. may not be available to all persons or in all countries. It is the responsibility of the investor to ensure that they are authorized to use the services offered.

Please note: This disclaimer is for general information purposes only and does not replace individual legal or tax advice.