When a medical, aesthetic, or wellness business changes ownership,
insurance becomes part of the transaction. WMPG helps acquirers,
investors, and portfolio operators understand the insurance
considerations that can affect a business before the transaction,
through the transition, and as the organization grows.
Before a transaction
Understand the insurance before you close.
Insurance should be part of the acquisition review, not something
addressed after ownership changes. WMPG helps identify
considerations involving current coverage, claims history,
services, locations, providers, and other operational exposures.
- Review the target's existing insurance structure
- Identify coverage considerations that may affect the transaction
- Consider claims-made policy and continuity issues
- Identify insurance questions that should be addressed before closing
During a transition
Keep insurance connected to the ownership change.
A change in ownership can affect policies, insured entities,
providers, locations, and business operations. WMPG helps
stakeholders work through the insurance considerations that arise
during the transition.
- Coordinate insurance considerations around ownership changes
- Review claims-made and tail considerations where applicable
- Account for changes to entities, locations, and operations
- Keep insurance planning aligned with the transaction timeline
As the business grows
Build insurance into the growth plan.
Acquired businesses often continue to change after the transaction.
New services, providers, locations, and operating models can all
create new insurance considerations. WMPG helps keep those changes
connected to the insurance review process.
- Review insurance considerations as services are added
- Address changes involving providers and locations
- Support expansion across a growing organization
- Keep insurance considerations visible as the business evolves
Portfolio visibility
Create a more consistent approach across the portfolio.
A growing portfolio can make insurance difficult to manage when
every business operates differently. WMPG can help establish a
more consistent framework for understanding insurance across
medical, aesthetic, and wellness businesses.
- Improve visibility across multiple businesses and locations
- Identify recurring insurance considerations across the portfolio
- Support a more consistent approach to insurance planning
- Coordinate insurance considerations as the portfolio expands
