The Chapple Insurance Group Transaction Advisory Team is adept at asking the right questions, digging deep into company policies and data, and providing the analysis necessary for good decision making. Armed with the right information, you’ll have the power to make the best offer, close the best deal, and manage ongoing operations to maximize your investment.
Identify key areas of concern for Buyer
Evaluate Target’s Business Mode
Gather data/policies/SPD’s
Review policies for adequacy/deficiency of limits and deductibles
Compliance review, including healthcare reform and ERISA
Review target’s exposure to losses and potential liabilities
Market analysis, provide a comprehensive look at competing carriers/coverage options
Review of self-funded plans and adequacy of reserves
Review contract requirements
Develop Risk Analysis
Establish compliance baseline
Create close and post-close punch list
Deliver final recommendations
Reps & Warranties Insurance – protects against financial loss resulting from a breach of a representations and warranties clause
Tax Opinion Insurance – transfers risk related to consequences of tax issues, past or future
Specific Issue Insurance – protects against issue identified in the due diligence process
Claim or Litigation Buyout – covers the costs of a court judgment, approved settlement or defense costs incurred in litigation up to an agreed cap
Strategic planning & execution
Risk management
Human capital consulting
Financial and budget analysis
Renewal negotiations
