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    Insurance Due Diligence Checklist   (Page 6 of 14)

    The following pages contain a detailed due diligence checklist that has been compiled from many years of M&A projects.


    While this is one of the most extensive and comprehensive due diligence checklists available for free on the internet, you should consult your lawyer and investment banker as they will likely have a few additional suggestions.


    1. Description of each property, general liability, automobile, worker’s compensation, and umbrella liability insurance policy issued to the Company, specifying:
      • Name of insurance carrier(s)
      • Annual Premium
      • Coverage
      • Claims within the last 3 years
      • Self-insured retention, co-payment, or deductible
      • Whether the policies are “occurrence” or “claims made” policies.







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