Episodios

  • The Art and Science of Building a Spirits Brand for Acquisition
    Jul 17 2024
    View the complete show notes for this episode. “If you build it, they will come” is an expression that applies to starting a company as well as a baseball field. Thinking about what buyers want and avoiding the pressure to sell in a specific timeframe can help you increase your company’s value when the time comes to sell. With 25 years in M&A in the wine and spirits industry, Guillaume Thomas helps sellers understand what buyers look for in a consumer brand. He also shares how he has used these same lessons to start his own company, which has grown out of his four-generation family cognac business. What You’ll Learn Branding: How to build a consumer brand with long-term value and growth potential in mind in the age of social media and influencers.Exit Planning: How planning for the eventual sale of a business can impact growth, including what the drivers are behind multiples and how they change specifically in the spirits industry.Valuation: The importance of realistic valuations, the impact they have on negotiations, and why it is critical to understand the buyer’s motivations.Sales and Marketing: Focus on building brand loyalty with customers and end consumers since the reorder rate is a critical metric in consumer goods for strategic buyers. Want More? Related Resources: Selling a Business: A High-Level OverviewBusiness Valuation Basics: 9 Critical Concepts to UnderstandBusiness Exit Plan & Strategy Checklist | A Complete GuidePreparing Financial Statements When Selling a Business Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Listen to Other Episodes You’ll Never Get Pricing Right, But How Can You Get Better with Mark Stiving The Emotional Rollercoaster of Buying or Selling a Business with Drew Bisping Financial Due Diligence – Why It’s Important to Prepare for the Sale of Your Company with Patrick O’Connell Top Criteria a Corporate Acquirer Looks for in an F&B Company with Ben Cosgrove
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    1 h
  • Culture, Cash, and Cannabis: Lessons from a Serial Entrepreneur
    Jul 4 2024
    View the complete show notes for this episode. What You’ll Learn M&A Evolution: Learn about the M&A transactions that resulted in the formation, growth, sale, and reformation of two multi-million dollar companies.ASME Certification: Insights into the challenges involved in working with international suppliers and the importance of confirming valid certification. Cannabis Industry: An overview of the layers of the cannabis industry and its evolution, from manufacturing through to consumer sales.Corporate Culture: How the culture of a company can be organically grown and fostered through the hiring process to bring passion to the workplace. Want More? Related Resources: Crossroads: Deciding to Sell Your Business vs. Doubling DownWhy do Companies Acquire Other Businesses?Business Valuation: A List of Factors to Consider Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Listen to Other Episodes Cannabis M&A – The Highs and Lows of an Emerging Market with Charles Alovisetti A Buyer’s Perspective — Why the Human Side is More Important Than Money in M&A Transactions with Austin King How Your Employees Can Impact the Value of Your Business with Marco Robert Everything You Want To Know About the Cannabis Industry with Nick Brandis Cannabis Drinks – The Latest Craze in an Evolving Market with Paulo Sobral
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    58 m
  • Navigating Food and Beverage Regulations for Mergers and Acquisitions
    Jun 21 2024

    View the complete show notes for this episode.

    What you’ll learn:

    • F&B Oversight: An overview of the key regulatory agencies involved in food and beverage manufacturing and how to ensure compliance, including FDA, USDA, FTC, and state-level requirements.
    • Innovation: How new drugs and technologies are impacting consumer preferences and forcing industry innovation.
    • Due Diligence: Common legal issues that arise in food and beverage M&A transactions and how to address them through proper due diligence.
    • Preparation: Best practices for compliance programs and how following a Plan-Do-Check-Act cycle meets regulatory objectives and helps prepare your company for sale.

    Want More? Related Resources:

    • Food and Beverage Industry Trends
    • Food Industry Statistics and M&A: Food Industry Trends that can Affect M&A Activity
    • How To Maintain Confidentiality When Selling Your Business
    • Tips on Preparing Your Business for Sale

    Additional Resources:

    • Planning to sell your business? Schedule a free consultation today.
    • Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
    • Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal

    Listen to Other Episodes:

    • Complexities of Managing the F&B Supply Chain with Eran Mizrahi
    • An Inside Look at What a Middle-Market F&B Buyer Looks For with Malcolm Peace
    • The Art & Science of Selling a Mid-Sized Business with Jonathan Brabrand
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    48 m
  • From Insights to Impact: Using Consumer Research to Drive Brand Success
    Jun 11 2024

    View the complete show notes for this episode.

    Connecting with consumers is key to building effective product positioning. Kathy Guzmán Galloway offers expert advice on how to identify and avoid three major pitfalls to branding and positioning an F&B product. She discusses effective branding, establishing a strong identity, fostering memorable brand name recall, and connecting with consumers on an emotional level. The challenge of brand positioning is never done, but you can evolve with your consumers and stay front and center on the shelves.

    What you’ll learn

    • Learning About Your Consumer: Insights into how a company can get to know its consumers well enough to successfully position its brand in the market.
    • Effective Research: Tips on how to do effective consumer research with any budget from $0 on up.
    • Knowing What Makes You Different: Find the difference that consumers care about enough to compel them to switch to your product.
    • Brand Promise: That one thing that the consumer cares about enough to choose your product over another.

    Want More? Related Resources:

    • Crossroads: Deciding to Sell Your Business vs. Doubling Down
    • Should I Sell My Business?

    Additional Resources:

    • Planning to sell your business? Schedule a free consultation today.
    • Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
    • Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal

    Listen to Other Episodes:

    • Creating Unforgettable Branding for the F&B Consumer with Alexandra Liebler
    • How To Avoid Launching a Product No One Wants To Buy with Bernard Verkaaik
    • Building a Brand for Success: Prioritizing Consumers Over Investors with Chris Hunter
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    47 m
  • Alcohol and the F&B Industry – A Global Perspective
    May 24 2024

    The history of alcohol in the U.S. is varied and influences the F&B sector nationwide. International business advisor and beverage industry expert Alain Barbet gives a global perspective on the alcoholic beverage industry and trends in the U.S. The discussion includes views on alcohol around the world, differences in attitude and consumption in Europe vs. the U.S., differences in regulations and distribution within the U.S., the impact of premiumization, and the megatrend of craft food and beverage products.

    View the complete show notes for this episode.

    Learn More:

    • Food and Beverage M&A
    • M&A Advisors to the Food and Beverage Industry

    Additional Resources:

    • Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business.
    • Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired
    • Planning to sell your business? Schedule a free consultation today.
    • To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

    Listen to Other Episodes:

    • Behind the Scenes of a Shark Tank Success
    • Saving the Planet One Plant-Based Food Company at A Time
    • Evolution and Growth Potential in the Craft Brewing Industry

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    52 m
  • Building a Brand for Success: Prioritizing Consumers Over Investors
    May 15 2024

    This interview with Koia founder Chris Hunter covers important lessons on building a company for eventual sale while prioritizing the brand and consumers. He emphasizes listening to customers over investors, navigating profitability pressures, strategic acquisitions, and the entrepreneurial journey.

    Want More? Related Resources:
    • Blackout Punch: An Entrepreneur’s Journey from Chaos to Clarity by Chris Hunter
    • Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business by Jacob Orosz
    • Additional Resources:
    • Planning to sell your business? Schedule a free consultation today.
    • Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
    • Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
    • To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

    Listen to Other Episodes

    • Building a Brand Name – A Love Affair with Chocolate
    • The Challenges and Benefits of Moving to Plant-Based Proteins
    • Top Criteria a Corporate Acquirer Looks for in an F&B Company
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    51 m
  • Rags to Riches – From Busboy to a $70 Million Startup Valuation
    May 9 2024

    This episode of Food & Beverage Talk gets personal in discussing the challenges of entrepreneurship and working in the food and beverage industry. Nabeel Alamgir is the co-founder and CEO of Lunchbox, a digital ordering and marketing platform specifically for the restaurant industry. He talks about his experiences with three start-ups, lessons learned from mistakes, the successes and challenges experienced with Lunchbox, advice on forming partnerships, and the importance of honesty in marketing and sales.

    View the complete show notes for this episode.

    Want More? Related Resources:

    • Buy-Side Food and Beverage M&A
    • M&A Advisors to the Food and Beverage Industry

    Additional Resources:

    • Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business
    • Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired
    • Planning to sell your business? Schedule a free consultation today.
    • To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

    Listen to Other Episodes:

    • Behind the Scenes of a Shark Tank Success
    • Saving the Planet One Plant-Based Food Company at A Time
    • Evolution and Growth Potential in the Craft Brewing Industry
    Más Menos
    57 m
  • Farm to Fork – A Discussion of the Agricultural Supply Chain
    May 1 2024

    The agricultural industry’s broad supply chain and complex distribution system feed the world. Cale Rice, VP of lending with National Bank Holdings, brings his passion and extensive experience to the table to discuss financing, banking, and the challenges that exist for the food and agricultural industry. He discusses the complexities of the supply chain, factors that impact the commodity markets, advice about taking on debt, and the influence of technology on growth and productivity in agriculture.

    View the complete show notes for this episode.

    Learn More About This Episode:

    • Buy-Side Food and Beverage M&A Advisory
    • Food and Beverage M&A

    Additional Resources:

    • Planning to sell your business? Schedule a free consultation today.
    • Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
    • Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
    • To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

    Listen to Other Episodes:

    • Bringing a Niche Food Product to the Marketplace
    • Leveraging Marketing Data for Success in the Food & Beverage Industry
    • How Artificial Intelligence Is Impacting the Food Industry
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    1 h y 1 m