Business Strategies
for Growth

Risk management and insurance solutions designed to support expansion, hiring, and long-term success

Trusted by Utah's top founders.

Growth Requires the Right Protection

As businesses grow, risks change. New employees, locations, revenue streams, and partnerships introduce exposure that must be managed intentionally.

Strategic insurance planning allows business owners to grow confidently—without unnecessary risk holding them back.

How We Support Growing Businesses

Wasatch Preferred works alongside business owners to ensure insurance and risk strategies

align with growth goals—not just compliance requirements.

Anticipate Risks

Identify potential risks before they become costly problems.

Scale Coverage

Adjust coverage proactively as operations and revenue scale.

Protect Assets

Protect leadership, employees, and key tangible and intangible assets.

Avoid Gaps

Prevent dangerous coverage gaps during periods of rapid change.

Growth-Focused Planning Areas

Employee Benefits

Scalable strategy for your growing workforce.

Key Person

Leadership protection and institutional continuity.

Liability & Risk Transfer

Smart strategies to manage expansion-based risk.

Operational Risk

Property and operational footprint management.

Contractual Req's

Ensuring you meet complex insurance requirements.

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.

License information is available upon request and varies by state.

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