INSURANCE FOR
BUSINESS STRATEGIES FOR
Business Strategies
for Exit Planning
Preparing your business—and your protection—for a successful transition.
Trusted by Utah's top founders.
Exit Planning Starts Earlier Than You Think
Whether an exit is years away or already on the horizon, planning ahead protects business value and reduces uncertainty.
Insurance plays a key role in ensuring transitions happen smoothly—without unnecessary risk or disruption.
How Insurance Supports Exit Planning
Wasatch Preferred supports business owners by aligning insurance strategies with exit and
succession goals—working alongside your professional advisory team.
Address Risks
Ensure key operational risks are addressed prior to transition.
Ownership Protection
Ensure ownership changes are properly protected and formalized.
Leadership Continuity
Support leadership continuity through the transition process.
Evolving Coverage
Adjust protection as the business prepares for a clean exit.
Exit Planning Insurance Considerations
Buy-Sell & Transition
Integrated ownership transition strategies.
Key Person & Leadership
Insurance for leadership team continuity.
Valuation Risk Mitigation
Protecting value during the diligence and sale phase.
Pre/Post Coverage
Risk adjustments throughout the transition cycle.
CEPA Coordination
Seamlessly aligning with Value Advisory goals.
Ready to Protect & Grow Your
Business?
Get a personalized strategy that aligns your insurance, risk management, and business value
goals.
Insurance products are offered through Wasatch Preferred.
Coverage availability and eligibility vary by carrier and state.
CEPA advisory services are provided in a non-fiduciary,
non-investment advisory capacity and do not include legal,
tax, or investment advice.
Insurance services are provided by properly licensed agents.