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

Contact Our Team