Today on the podcast I'm joined by Orman Anderson, CFO from Glazer’s Beer and Beverage, and RJ Martucci, a partner with PKF O’Connor Davies.

You'll hear the audio version of our NBWA presentation on A Practical Guide to Beer Wholesaler Mergers and Acquisitions.

Our presentation covers four key issues -

1. Target identification: Selling or buying, who are you valuable to, and who is valuable to you
2. Due diligence: Research, homework, what you need to do
3. Valuations and models: Current market, quantitative and qualitative measurements
4. Post acquisition: What happens after the deal is done, and how to combine the right way

Do this next:

• Learn more about the Beer Business Finance Association, we are a network of beer industry professionals who come together to network, share ideas and best practices to build a stronger beer business

Today on the podcast we hear from Lester Jones, Chief Economist for the National Beer Wholesalers Association.

Lester takes us through his 2024 U.S. Economic Outlook and Beer Industry Trends report.

His bottom line: "The economy is resilient, people are spending money, just in different ways. We need to react to that in a dynamic way."

Key Points

• How to make data driven decisions using macro economic and market data
• Consumer purchasing trends on-premise and off-premise (total spending away from home now exceeds at home spending)
• Labor and productivity data results and analysis

Resources

• Download Lester Jones' U.S. Economic Outlook and Beer Industry Trends
• Learn more about the beer wholesaler financial network

Today on the podcast we talk mergers and acquisitions and wholesaler consolidation with RJ Martucci from accounting firm PKF O'Connor Davies.

Key Points

• How to generate the maximum return on a sale
• Strategies to make the sale tax efficient
• State of mergers and acquisitions in the beer industry
• Primary motivations for sellers

Resources

• Learn more about PKF O'Connor Davies
• Get the free beer business finance newsletter