M&A Insurance Due Diligence/Audit

When preparing to make a new investment, how can you be reassured that the target company carries adequate insurance protection to cover the risks you might be assuming?

TA Services Agency has developed a proprietary, state-of-the-art Insurance Due Diligence Matrix to guide you through what can often be a tedious and complex process for those not accustomed to examining these critical provisions when negotiating a deal.  On a flat fee basis, TA Services Agency members will audit the insurance program of a potential investment, and provide a written report and coverage matrix based on findings and recommendations.

TA Services Agency members will also provide this service for existing portfolio companies on a pre-negotiated fee basis, to help NVCA members access their enterprise risk exposures and make appropriate recommendations to minimize loss on invested capital due to an uninsured or underinsured loss.

Find an agent near you!