Don’t Overlook Insurance on Your Deal

In this episode Sam Foreman interviews Tyler Fee from Fee Insurance Group to explore the often-overlooked but essential role insurance plays in the M&A process. Tyler discusses key topics such as the importance of tail policies, the risks of last-minute insurance planning, and how hidden coverage gaps or past claims can impact a deal’s final valuation. They emphasize why both buyers and sellers need proactive, strategic insurance planning well in advance of a sale to protect themselves, maximize valuation, and ensure smoother transitions. Practical advice on cyber risks, employment practices liability, and building a strong risk management culture makes this episode a must-listen for anyone preparing to buy or sell a business.  

 

Watch the video episode here: https://youtu.be/nHXr66pw0Mo