Burgher Haggard Professional Market Research Report
Company Overview
Burgher Haggard is a boutique professional services firm headquartered in Fort Worth, Texas, founded in 2006. The firm specializes in three primary services: Financial Administration, Consolidated Reporting, and Consulting. Catering to a diverse clientele, which includes Individuals, Family Offices, Non-Profits, Hedge Funds, and Private Equity Funds, the firm is recognized for its unique service model. It emphasizes generating actionable financial reports without providing investment management or financial planning services. Burgher Haggard charges based on time spent rather than earning commissions or percentages on assets.
Key Services and Industries Served
- Financial Administration: Streamlining client financial operations.
- Consolidated Reporting: Providing advanced insights into financial performance.
- Consulting: Offering expert advice for optimizing financial strategies.
- Industries: Focused on sectors like Energy, Real Estate & Construction, and Family Office Services.
Achievements
- Awarded the 2021 Family Wealth Report Award for Best Multi-Family Office (2.5B-5B AUA).
- Winner of the 2022 Wealth Tech Americas Award for Best Transaction Processing.
- Finalist for the 2021 Family Wealth Report awards in Best Accounting Firm and Best Business Process Outsourcing Firm categories.
Leadership Team
- Jeremy Sweek, CPA: Managing Director with a focus on real estate finance and accounting.
- Christina Ryan: Managing Director of Family Office Services, specializes in private wealth management.
- Andrew Davis: Controller with expertise in the financial administration of oil and gas services.
- Bedford Burgher: Principal with extensive experience in financial administration for Family Offices.
- Clint Haggard: Member with expertise in succession and estate planning.
Corporate Information
- Number of Employees: Approximately 59
- Revenue: $25.8 million
- Funding: $350,000
- Office Location: 2501 Ridgmar Plaza, Fort Worth, TX 76116
- Contact: Phone: 817-332-5256, Website: [www.burgherhaggard.com](https://www.burgherhaggard.com)
Financial Insights
- Estimated Annual Revenue: $8.7 million
- Revenue per Employee: Approximately $146,700
- Employee Growth: 4% increase over the last year
Competitive Landscape
Burgher Haggard is positioned among several competitors within its niche:
1. David's Salon: Revenue $43.7M, Employees 244, Growth 6%
2. Emerge | an Embark company: Revenue $5.7M, Employees 44, Growth 57%
3. MUNICIPAL ACCOUNTS and CONSULTING L.P.: Revenue $0.6M, Employees 7, Growth -71%
4. Swanson Reed: Revenue $1.4M, Employees 14, Growth 0%
5. Bland Garvey PC: Revenue $5.1M, Employees 39, Growth 5%
6. GrowthForce: Revenue $9.5M, Employees 65, Growth 2%
Competitor Highlights
- David's Salon leads in revenue, indicating large-scale operations, possibly supported by service diversification.
- Emerge | an Embark company exhibits significant employee growth, suggesting rapid operational expansion.
- GrowthForce has slightly higher revenues with a marginally larger workforce.
Strategic Position
Burgher Haggard’s steady revenue growth and employee increase indicate a strong market position. The firm's commitment to personalized, time-based service offerings sets it apart from competitors who focus on asset management commissions. This unique business approach allows Burgher Haggard to establish robust client partnerships centered around comprehensive financial complexities management.
