Protect the Business: How to Diligence Insurance Pre-Close

Insurance may not be the first thing buyers think about during diligence—but overlooked coverage gaps, unexpected costs, and uninsurable risks can materially affect a deal.

Join August Felker of Oberle to learn what acquisition entrepreneurs should understand about insurance before closing on a business.

Drawing on 15 years of insurance due diligence experience, and a two-time searcher himself, August covers:

• What insurance due diligence involves and why it matters
• The different types of insurance buyers may encounter during an acquisition
• The most important lessons Oberle has learned from reviewing deals
• Which coverages are essential, and which may simply be nice to have
• New insurance products acquisition entrepreneurs are increasingly purchasing
• What buyers should expect from insurance pricing over the next year

You’ll leave with a clearer understanding of how to evaluate a target company’s insurance program, identify potential risks, and secure the right coverage before taking ownership.