Planning Strategies to Reduce Risk When Approaching a Transaction

In this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Stephanie Hyde with PE Risk and Wayne Crowther from Odell Studner about risk management while a company moves through an event such as selling the company or going public. They discuss what to think about at the entity level to mitigate, control and manage risks as well as key planning strategies to reduce risks on the individual side.

 

“It’s really important that you think about having those insurances in place, what they’re going to cost you on an annual basis and then thinking about what it’s going to cost you when you put those policies into run-off at the time of a transaction close.” -Stephanie Hyde [04:18]

 

What You Will Learn:

• [02:26] Issues to think about before a company goes public
• [04:32] The one-time and ongoing costs when gearing up for a sale
• [06:47] Things to look for in a purchase and sale agreement
• [08:51] What to decide before a company files an IPO
• [11:21] Why have an contingency plan with personal risk management
• [13:31] Where to secure disability insurance coverage
• [15:16] How they advice during the selection of liability limits

 

Resources:

Visit our website: https://sarian.hightoweradvisors.com

Visit PE Risk: https://www.pe-risk.com

Visit Wayne Crowther: https://www.odellstudner.com