Food & Beverage Talk by Morgan & Westfield: Recent Episodes
Morgan & Westfield
Food & Beverage Talk, brought to you by Morgan & Westfield (www.morganandwestfield.com), a global leader in mergers & acquisitions for mid-market companies in the food and beverage industry. We bring you exclusive interviews with the top experts in the industry to provide you with insight and guidance on how to build your company's bottom line and maximize value for eventual sale.
Access show notes on all Food & Beverage Talk podcasts at www.morganandwestfield.com/food-and-beverage-talk RSSVERIFY
Show Summary: This episode focuses on an AI agri-tech startup aimed at helping the produce industry increase profitability and sustainability. David Kat discusses how Neolithics’ technology allows for non-destructive testing of fruits and vegetables to assess quality and taste without damaging the produce. The technology aims to align the interests of all players in the food value chain, significantly reducing waste, saving growers, distributors, and consumers money, and ensuring that high-quality produce reaches consumers.
View the complete show notes for this episode.
Want To Learn More?
- Food and Beverage M&A
- Top 5 M&A Value Drivers for Tech & Software Companies
- A Guide to Valuing Tech, Software & Online Businesses
Additional Resources:
- Selling your business? Schedule a free consultation today.
- Download The Art of The Exit: The Complete Guide to Selling Your Business
- Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
- Download Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.
Show Summary: Jonathan Gardner, a seasoned deal maker with extensive experience in strategic sourcing, discusses the importance of relationships and value-add services in the food and beverage industry. He shares insights from his tenure at Starbucks, Dell, and GM; stresses the significance of leveraging technology, such as AI and machine learning, to enhance procurement processes and improve cost savings; and underscores the importance of making procurement conversations more contextual and strategic.
View the complete show notes for this episode.
Want To Learn More?
- Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business
- M&A University
- Art of the Exit
- Acquired
Additional Resources:
- Selling your business? Schedule a free consultation today.
- Download The Art of The Exit: The Complete Guide to Selling Your Business
- Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
- Download Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.
Show Summary: Geoff Coltman, Senior VP at Catena Solutions, discusses M&A integration in the food and beverage sector. He emphasizes the importance of understanding the human element and the “why” behind decisions. Geoff highlights the challenges of maintaining regular communication and the need for open communication and partnership with organizations to ensure successful change management. He also discusses the importance of starting with the end goal in mind and ensuring alignment and communication throughout the integration process.
View the complete show notes for this episode.
Want To Learn More?
- M&A University
- Art of the Exit
- Acquired
- M&A Basics: Building a Sellable Business
Additional Resources:
- Selling your business? Schedule a free consultation today.
- Download The Art of The Exit: The Complete Guide to Selling Your Business
- Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
- Download Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.
Show Summary: For this episode, withhold judgment on genetic engineering and listen to this hands-on, honest look at the benefits of GMOs and genetic engineering. Dr. Zack Abbott is a microbiologist and pioneer in the world of genetic engineering with the world’s first genetically engineered probiotics. He is on a mission to elevate the conversation about GMOs, diving into how the human microbiome can help build and sustain health and what the future holds for engineered probiotics.
View the complete show notes for this episode.
Want To Learn More?
- Top 5 M&A Value Drivers for Tech & Software Companies
- Do Buyers of Businesses Pay for Potential?
Additional Resources:
- Selling your business? Schedule a free consultation today.
- Download The Art of The Exit: The Complete Guide to Selling Your Business
- Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
- Download Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.
Show Summary: Rich Kottmeyer, investment banker and food and agriculture turnaround specialist shares his extensive knowledge of M&A activity and growth potential in the food and agriculture industry. This complex industry is experiencing fundamental changes driven by consumer preferences, technological advancements, and global conflicts. This is leading to new avenues for investments, and multiples ranging from 5-30 times EBITDA across different sub-sectors in the food and agriculture markets.
View the complete show notes for this episode.
Want To Learn More?
- Food and Beverage M&A Overview
- The Importance of Preparing for Due Diligence
- Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions by Dr. Dan Ariely (Author)
Additional Resources
- Selling your business? Schedule a free consultation today.
- Download The Art of The Exit: The Complete Guide to Selling Your Business
- Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
- Download Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.
Show Summary: Marc returns to discuss the twists and turns you can expect as an entrepreneur. Early in 2020, Marc was ready to sell his company for a whopping $80 million, but then COVID hit, and the deal died. In this episode, Jacob and Marc discuss the interesting journey he has taken since then, a journey that includes a merger, an acquisition, an oversight with large repercussions, and a brand-new business.
View the complete show notes for this episode.
Want To Learn More? * M&A Due Diligence | Checklist & Overview * M&A Closing Process | A Complete Guide * M&A Non-Compete Agreement | A Complete Guide * Culture, Cash, and Cannabis: Lessons from a Serial Entrepreneur
Additional Resources:
- Selling your business? Schedule a free consultation today.
- Download The Art of The Exit: The Complete Guide to Selling Your Business
- Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
- Download Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.
View the complete show notes for this episode.
Let’s talk spirits in this engaging discussion of all things whiskey. Charlie Rodman, a venture capitalist and whiskey expert, shares his knowledge of the spirits industry, emphasizing the importance of finding the right product for every individual. He discusses the intricacies of whiskey distillation, including grain sourcing and maturation in oak barrels, the future of the industry, the emergence of craft distilleries with innovative new brands, and adapting to evolving consumer preferences.
What You’ll Learn * About the Industry: The whiskey industry is diverse, with a wide range of flavors and styles to suit different consumer preferences. * About the Marketplace: Heirloom grains and contract distillation are emerging trends that are shaping the whiskey industry and the rise in craft distilleries. * About Consumers: The alcohol industry is evolving, with younger consumers exploring alternatives like non-alcoholic options and cannabis-infused products. * About Opportunities: Breaking into the whiskey market can be challenging due to regulatory hurdles, but there are opportunities for innovative brands to differentiate themselves.
Want More? Related Resources: * Food and Beverage M&A Industry Trends * Food and Beverage M&A * M&A Basics | Why Do Business Owners Sell Their 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 * Alcohol and the F&B Industry – A Global Perspective with Alain Barbet * Cannabis Drinks – The Latest Craze in an Evolving Market with Paulo Sobral * The Art and Science of Building a Spirits Brand for Acquisition with Guillaume Thomas
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 Overview * Business Valuation Basics: 9 Critical Concepts to Understand * Business Exit Plan & Strategy Checklist | A Complete Guide * Preparing 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
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 Down * Why 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
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
View the complete show notes for this episode.
What are the most common mistakes sellers make when it comes to selling a middle-market company? M&A expert Jim Stevenson shares tips and strategies for preparing a company for acquisition. He discusses common mistakes such as not planning for an exit or not presenting a company in the best possible light, the importance of cultural fit, the need for a clear and compelling business story to attract potential buyers, and the value of hiring experts in the M&A process to increase value and successfully sell.
What you’ll learn:
- Preparing for Sale: Strategies to groom your business and prepare a go-to-market strategy.
- Company Culture: Why it’s important to consider cultural fit between companies for operations and post-merger integration.
- Customer Needs: The importance of understanding customer needs and how your product or service solves problems.
- Expert Advice: Why you need expert help to maximize value and sell your company.
Want More? Related Resources:
- Business Exit Plan & Strategy Checklist | A Complete Guide
- Tips on Preparing Your Business for Sale
- M&A Basics: Building a Sellable 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:
- An Expert’s Views on Effective Post-Merger Integration Strategies with Ben de Haldevang
- A Buyer’s Perspective — Why the Human Side is More Important Than Money in M&A Transactions with Austin King
- A Lawyer, a Banker, and a Seller Walk Into a Bar … with Michael Frankel
- Expert Advice from a Buyer – Why You Should Prepare Your Business for Sale with Scott Hile
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
The shift from synthetic to biological solutions in agriculture is gaining traction, with the growth of technology creating peptides to control crop-infecting diseases getting the attention of investors and farmers alike. Chad Pawlak offers an insightful look into the new technology of this product that is much faster to market and has less potential harmful impact on humans. He covers the history and role of peptides in farming today, clarifies the threat around aflatoxins, and discusses the future for natural solutions to fight diseases in crops.
View the complete show notes for this episode.
Want More? Related Resources:
- Advancing the Next-Generation of Sustainable Plant Health Solutions
- Genvor sets its sights on commercialisation after completing listing
- Aflatoxins: A Global Concern for Food Safety, Human Health and Their Management
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
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
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
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
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
Iconic branding will stick in a consumer’s mind for years. Presenting a consistent brand experience across every touchpoint is critical to a successful marketing campaign for any F&B product. Branding expert Alexandra Liebler shares insights on how to build brands and deliver profitable growth. She discusses building brand experience and creating emotional connections, shares insights into how branding has changed over time, and highlights the branding points of memorable global brands.
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
Functional beverages are sweeping the markets, and the intersection between mental wellness and organic living meets at the first plant-based smoothie made from whole coconut – Genius Juice. Alex Bayer, founder of Genius Juice, discusses the evolution of his company, scalability, supply chain issues, launching a new product line, and building a sustainable business. Hear insights from this entrepreneur who has imagined, developed, and marketed a niche food product and garnered investment partners on the TV show Shark Tank.
View the complete show notes for this episode.
Learn More:
- Food Industry Trends that Can Affect M&A Activity
- Specialty Food Manufacturing
- The Serious Sweet Company Acquires John Bull Confectioners in the UK
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
Chocolate makes the world go round – at least it does for Sarris Chocolates. William Sarris discusses the growth and evolution of a small family chocolate company into a major player in the independent chocolate business, Sarris Chocolates. He discusses the universal love of chocolate, the company’s growth from the family’s basement to a destination retail shop, the production facilities that produce over 3000 chocolate novelties, and how this family has built a brand that continues to evolve and grow.
View the complete show notes for this episode.
Learn More:
- Food Industry Trends that Can Affect M&A Activity
- Specialty Food Manufacturing
- The Serious Sweet Company Acquires John Bull Confectioners in the UK
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:
- Hot Cocoa – From Cottage Industry to Regional Favorite
- What Does It Take To Bring a Small Chocolate Snack To a Large Market?
- The Sweet Coconut Success That Led to Shark Tank Interest
Combining an entrepreneurial spirit with his passion for the planet and compassion for animals, Brett Christoffel is trying to make Texas the largest plant-based protein producer in the USA while creating a company that also makes money. He discusses the health benefits to people and the planet of plant-based proteins, the manufacturing process, finding the right co-packer, handling taste testing, and the challenges in bringing snacks to the marketplace through independent retailers and Amazon.
View the complete show notes for this episode.
Learn More:
- Food and Beverage Retailers
- Specialty Food Manufacturing
Resources Mentioned
- 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
If 95% of food start-ups fail, how can entrepreneurs hope to get new products into the marketplace? Bernard Verkaaik offers expert advice on the competitive challenges start-ups face, what acquirers look for when they consider buying an F&B start-up, tips on building a brand that is difficult to replicate, the importance of scalability and how often consumers replace a product, when to work with a co-manufacturer, how the right broker can help get products on shelves, and what gets a retail buyer’s attention.
View the complete show notes for this episode.
Learn More:
- Business Broker and M&A Advisor Fees: A Comprehensive Guide
- Do I Need To Hire a Local Business Broker?
- M&A Basics | Why Do Business Owners Sell Their 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
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- How a Start-up Company Is Leading a Snack Food Revolution
- The Future of Food & Beverage Distribution
- Tips for CPG Brands Looking for the Right Co-Packer
Impact investing can make a difference in regenerative agriculture. Will Harris, a 4th-generation farmer in rural Georgia, talks about the evolution of the beef industry into a vertically integrated food system, the positive impacts of grass-fed beef, and the benefits to animal welfare – areas that are returning to being valued aspects of food production. Will weaves this into a broader discussion of how to make farming more sustainable, more environmentally friendly, and more beneficial to us all.
View the complete show notes for this episode.
Learn More:
- The Food and Beverage M&A Update
- Food and Beverage Industry Trends
- History of the Global Food Industry
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:
- Farm to Fork – A Discussion of the Agricultural Supply Chain
- Farm to Table – An Insider’s Take on the Beef Industry
- Heirloom Farms – Vibrant Produce with Less Waste
Research can be key to unlocking market growth for an established business, identifying new locations for growth, and highlighting the perfect franchise opportunity. Jayson Tipp has over 30 years of experience in franchising and specialty retail in the food and beverage industry. He discusses how market research data, analysis, and technology have changed over the years, how they can be used to map out locations for growth, and the importance of doing research before jumping into the world of franchises.
Learn More:
- Food Industry Trends that Can Affect M&A Activity
- Specialty Food Manufacturing
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- The Future of Food & Beverage Distribution
- Food Business Accelerator – Can Someone Explain This To Me?
- Rags to Riches – From Busboy to a $70 Million Startup Valuation
What goes into the art of creating a wedding cake? Stephanie Chain, business owner and pastry chef of the micro-bakery Sweet Luncheonette, specializes in creating bespoke wedding cakes. She discusses the health and safety concerns that led to her emphasis on creating sugar flowers for cakes, the specifics about what goes into making custom wedding cakes, the different perspectives she has encountered as an owner versus being an employee, and the role of food in important social and cultural events.
Learn More:
- Our Food and Beverage M&A Experience
- Buy-Side Food and Beverage M&A Advisory
- Food Industry Trends that Can Affect M&A Activity
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- A Winning Recipe to Help Relieve Hunger and Reduce Food Waste
- Using Flexible Commercial Kitchens to Scale Your Business
- Farm to Fork – A Discussion of the Agricultural Supply Chain
Finding the right co-packer can make or break a CPG brand. Vince Tseng of PartnerSlate offers insights into the complex world of co-manufacturing from both the CPG and co-packers’ perspectives. He discusses what co-packers and CPG brands are looking for in a partnership, shares tips on how to appeal to the right partner, talks about the impact of technology on innovations in the F&B industry, and offers a promotion to CPG brands looking for support in their search for a co-packer.
Learn More:
- Our Food and Beverage M&A Experience
- The Serious Sweet Company Acquires John Bull Confectioners in the UK
- Food and Beverage Industry Trends
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Flexible Commercial Kitchens – The Answer for F&B Entrepreneurs
- Pitfalls and Solutions: Common Supply Chain Issues in Manufacturing and Distribution
- Breaking Barriers: Strategies for Encouraging Consumer Trial in the Enhanced Water Sector
The complex and underappreciated topic of production planning and supply chain optimization is the focus of this episode of F&B Talk. Lisa Anderson takes a look at the different components of production management and how they fit into the supply chain world. She discusses the steps of the production planning process, the importance of the sales forecast, common issues in the supply chain on the manufacturing and distribution sides of operations, and keeping all the elements and players on the same page.
Learn More:
- How Does Supply Chain Management Affect Working Capital?
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Food Business Accelerator – Can Someone Explain This To Me?
- Farm to Fork – A Discussion of the Agricultural Supply Chain
- M&A Operational Due Diligence
Food waste and hunger relief are not about food scarcity – it’s about logistics. Blake Engelhard of Goodr.co discusses using technology to address hunger and waste issues. From the logistics of a 2-hour turnaround time identifying surplus food to distribution to working with clients making donations that enable families to get groceries in a dignified manner and the staggering tax benefits to the corporations. This goes beyond the idea of making a difference and shows a direct path to significantly impact the lives of people and reduce food waste.
Learn More:
- Food and Beverage M&A (Book)
- The Food and Beverage M&A Update
- Buy-Side Food and Beverage M&A Advisory
- Food and Beverage Industry Trends
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes: (based on podcast notes)
- Saving the Planet One Plant-Based Food Company at A Time
- A Deep Dive Into the Water Business
- Rags to Riches – From Busboy to a $70 Million Startup Valuation
Hot cocoa tends to be considered a seasonal treat. Dean Packingham of Mike & Jen’s Hot Cocoa proves that a small cottage industry can grow into a regional business success year-round. He discusses the power of starting with your passion when developing a new product, the advantages of being in an F&B category with less competition, the value of simplicity as a business model, tips on finding the right co-manufacturer, distributor, and retail partners, and scaling a small business up.
Learn More:
- Our Food and Beverage M&A Experience
- The Serious Sweet Company Acquires John Bull Confectioners in the UK
- Food and Beverage Industry Trends
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- The Influence of Alcohol on the F&B Industry
- The Sweet Coconut Success That Led to Shark Tank Interest
- Evolution and Growth Potential in the Craft Brewing Industry
Scaling from start-up to multi-million dollar business takes time, ingenuity, and perseverance. Yanni Hufnagel, founder of Lemon Perfect, discusses the 6-year growth of his company into a major player in the enhanced water sector. Discussion includes going from sourcing regional ingredients to international sources, delivering consistent quality, getting consumers to try a new product, the importance of relationships with contract manufacturing partners, distributors, and retailers, and how perseverance is key.
View the complete show notes for this episode.
Learn More:
- Buy-Side Food and Beverage M&A Advisory
- History of the Global Food Industry
- Food and Beverage Industry Trends
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Everything You Want To Know About the Cannabis Industry
- Bringing a Niche Food Product to the Marketplace
- Food and Beverage Lending Update
This episode of Food & Beverage Talk will give you insight into everything you could possibly want to know about beef and the beef industry. Renan de Lima leads with a definition of high-quality meat and why this is an important distinction. He discusses the influence of genetics, grass-fed versus grain-fed beef, the impact of a free-range lifestyle, international organic standards, regulatory differences and challenges, meatless alternatives, and his thoughts on upcoming influences in the industry.
Learn More:
- Food and Beverage M&A
- Buy-Side Food and Beverage M&A Advisory
- Food and Beverage Industry Trends
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Farm to Fork – A Discussion of the Agricultural Supply Chain
- Beyond Meatballs and Marketing
- Supply Chain Issues in Food Manufacturing and Distribution
Getting a new product to market takes passion, vision, funding, and answers to lots of questions. Elena Rosenblum shares lessons learned from her work at Union Kitchen, a food business accelerator company that helps set up new companies for long-term success. Topics include using the lean approach in the F&B industry, trends, logistics, creating a scalable product, incremental innovation, and overviews of successful stories from entrepreneurs who have made the leap to regional and national operations.
Learn More:
- Are you Considering Selling a Business in the Food Industry?
- What’s Trending? A Food Wholesaler Shares His Perspectives
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- 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
- Rags to Riches – From Busboy to a $70 Million Startup Valuation
- Beyond Meatballs and Marketing
- Creating Unforgettable Branding for the F&B Consumer
The cannabis industry is a multi-billion-dollar business in California. Nick Brandis reviews everything you want to know about this growing industry. He discusses cannabis forms and related products, types of CBDs and THC, and the many challenges that exist in the industry, from cultivating to marketing, licensing, scalability, payment processing, and the strong illicit market. Industry challenges in cultivation and distribution, retail, and growth potential in cannabis products round out the discussion.
Learn More:
- Specialty Food Manufacturing
- History of the Global Food Industry
- How has the Pandemic affected the Food and Beverage Industry?
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Cannabis Drinks – The Latest Craze in an Evolving Market
- Cannabis M&A
- Tips for CPG Brands Looking for the Right Co-Packer
Bringing a niche food product to the marketplace presents unique challenges. Aaron Gailmor goes behind the scenes to talk about making products from sacha inchi seeds that don’t trigger allergies in people allergic to nuts. He discusses the differences between seeds and nuts, how this impacts allergen issues, consumer education, marketing strategies of a niche food product, distribution avenues for niche retail locations, scaling the business, and the challenges and most important lessons he has learned.
View the complete show notes for this episode.
Learn More:
- Advice on Selling Your Fruit and Vegetable Preserving Business
- M&A Advisors to Specialty Food Manufacturers
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Small Business Spotlight – A Food Trader’s Story
- Distribution Channels and Challenges for Craft Beer
- Heirloom Farms – Vibrant Produce with Less Waste
Cale Rice returns to F&B Talk and gives a lender’s perspective on financing challenges in the food and agribusiness industry. He discusses the impacts of weather on the supply chain and the prices of sugar and other commodities, the volatility of the marketplace, hedging strategies to cope with market volatility, the impact on pricing in a truly global marketplace, calculating working capital, and the most common financing problems for manufacturers and processors in middle-market agribusiness companies.
Learn More:
- Morgan & Westfield – Food and Beverage
- Morgan & Westfield – Food Industry Statistics and M&A
- Net Working Capital (NWC) for M&A – A Complete Guide
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- An Introduction to Financial Due Diligence for Sellers
- Distribution Channels and Challenges for Craft Beer
- Farm to Fork – A Discussion of the Agricultural Supply Chain
Beer is one of the oldest food products in the world. Lawyer and craft brewer Kevin McGee of Anderson Valley Brewing Company explores the excitement of the craft beer industry and gives a brief history from Prohibition to today. He discusses the definition and concept of craft beer, what draws consumers to craft beer, the influence of private equity investments and how this changed the industry, pricing pressures, the evolution of distribution channels, and the future of this rapidly evolving industry.
Learn More
- M&A Advisors to the Food and Beverage Industry
- Morgan & Westfield – Food & Beverage Overview
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes
- The Future of Food & Beverage Distribution
- An Inside Look at What a Middle-Market F&B Buyer Looks For
- Top Criteria a Corporate Acquirer Looks for in an F&B Company
Plant-based foods are gaining popularity as consumers recognize the relationship between eating well and feeling well. Connie Marples, founder of Boosh Plant-Based Foods, shares her experiences operating a start-up through going public and recently acquiring Beanfields. She discusses consumer preferences and interest in plant-based foods, financial audits, integrating an established new acquisition into a company model, and the challenges presented in moving a home kitchen recipe to a commercial recipe.
View the complete show notes for this episode.
Learn More:
- Preparing 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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Small Business Spotlight – A Food Trader’s Story
- What Does It Take To Bring a Small Chocolate Snack To a Large Market?
- Distribution Channels and Challenges for Craft Beer
Branding sells products and companies. Adam Michaels, CEO of MamaMancini’s, discusses brand loyalty, the multi-sensory eating experience, the influence of different cultures on the F&B industry, how the five senses can be harnessed when marketing a product, the impact of Covid-19 on the industry, and changes in consumer preferences and shopping experiences. Adam also goes beyond MamaMancini’s to discuss his experience making acquisitions in the F&B industry and his three criteria when looking to acquire a company.
View the complete show notes for this episode.
Learn More:
- Food and Beverage M&A
- Food and Beverage Industry Trends
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- 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
What is a food trader? Keith Schare joins F&B Talk to explain where this niche business fits in the F&B industry chain. He explains how they work with growers, manufacturers, and importers to buy and sell bulk ingredients and specialize in helping companies liquidate products they can no longer use. Keith discusses the impact they have on reducing food waste, supply chain issues, finding warehouse space, the costs of trucking, and the importance of listening to your gut instincts and learning from mistakes.
View the complete show notes for this episode.
Learn More:
- M&A Advisors to the Food and Beverage Industry
- The Food and Beverage M&A Update
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Complexities of Managing the F&B Supply Chain
- The Future of Food & Beverage Distribution
- Leveraging Marketing Data for Success in the Food & Beverage Industry
Building a specialty snack bar company presents challenges and opportunities. Katarzyna Bosne talks about the lessons she has learned in starting and scaling a business producing all-natural nutrition bars made with vegan, no-preservative ingredients. She discusses manufacturing handmade products in-house, the costs and challenges of shipping products that are refrigerated directly to consumers, the distribution channels, and working with DTC and retail sales to bring healthy, delicious snacks to the marketplace.
View the complete show notes for this episode.
Learn More:
- Yowie Group Acquires Ernest Hillier, Australia’s Oldest Chocolate Producer
- Food Industry Statistics and 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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Hot Cocoa – From Cottage Industry to Regional Favorite
- From Employee to Owner – A Food & Beverage Tale of Success
- Supply Chain Issues in Food Manufacturing and Distribution
Kevin McGee returns to F&B Talk to talk about the craft beer industry and distribution challenges to consumers both domestically and internationally. Kevin talks about distribution channel options, how distributors influence the reach of products and where they get shelf space, the logistics and challenges of selling internationally and differences in international markets, the consolidation of distributors and how this impacts smaller companies, and working with smaller versus larger distributors.
View the complete show notes for this episode.
Learn More:
- How Does Supply Chain Management Affect Working Capital?
- Sell Your Brewery Business for the Highest Market Price
- Overview of the Beverage Manufacturing Industry
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
- To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
Listen to Other Episodes:
- Evolution and Growth Potential in the Craft Brewing Industry
- Supply Chain Issues in Food Manufacturing and Distribution
- The Future of Food & Beverage Distribution
Get a behind-the-scenes look at building and scaling a food and beverage business that is capitalizing on upcycled produce. Ryan Armistead talks about how he started Happy Moose Juice company and their commitment to family farms, organic foods, and sustainable practices. He discusses the benefits of heirloom farming and the impact this has on fruit quality, the manufacturing process, scaling the company up, gathering customer feedback, and building a challenger brand focused on making a difference to the planet.
View the complete show notes for this episode.
Learn More:
- Fruit and Vegetable Preserving
- Beverage Manufacturing
- Food & Beverage Industry Associations
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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
- Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
- 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
- Evolution and Growth Potential in the Craft Brewing Industry
- Tips for CPG Brands Looking for the Right Co-Packer
Ashley Nickelsen is on a mission to reimagine snacks in vending machines. This is a nutrition-packed conversation about what goes into starting a new functional snack company on a mission to disrupt the snack food industry. Ashley shares her story and the inspiration behind starting BTR NATION, the challenges in being a sole founder, finding a co-manufacturer to work with a new company, scaling up, working with social media influencers, omnichannel marketing, and sourcing ingredients for their superfood bars.
View the complete show notes for this episode.
Learn More:
- Yowie Group Acquires Ernest Hillier, Australia’s Oldest Chocolate Producer
- Food Industry Statistics and M&A
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes * Hot Cocoa – From Cottage Industry to Regional Favorite * Complexities of Managing the F&B Supply Chain * Leveraging Marketing Data for Success in the Food & Beverage Industry
When selling your company, knowing what a buyer looks for is invaluable. Malcolm Peace owns an investment firm focused on buying and growing middle-market businesses. He talks about his experience in the F&B industry and his focus on blue-collar businesses in Texas. Malcolm discusses what a buyer looks for when evaluating a company, how technology can be used to help some owners step away from their company, how a typical deal may be structured, and the importance of being emotionally prepared.
View the complete show notes for this episode.
Learn More:
- Negotiating the Letter of Intent
- M&A Due Diligence Preparation
- M&A Reps & Warranties
- Reducing Concentrations of Risk Before Selling Your Business
- Earnouts When Selling or Buying a Business | Complete Guide
- M&A Seller Financing: A Complete Guide
- Non-Disclosure Agreement (NDA) | A Complete Guide for M&A
- Allocation of Purchase Price & Taxes When Selling a Business
- Preparing Emotionally for the Closing
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Top Criteria a Corporate Acquirer Looks for in an F&B Company
- Leveraging Marketing Data for Success in the Food & Beverage Industry
- Tips for CPG Brands Looking for the Right Co-Packer
Managing the supply chain is a complex task in the F&B industry. Eran Mizrahi is a problem solver in the ingredient space. He shares his expertise in this in-depth conversation about the intricacies of the supply chain. He discusses due diligence for food safety and compliance, the different stages of the supply chain for any ingredient, choosing and working with suppliers, the sourcing process, the logistics of transporting ingredients around the globe, and the importance of planning in a successful supply chain.
View the complete show notes for this episode.
Learn More:
- Food and Beverage Retailers
- How Does Supply Chain Management Affect Working Capital?
- How has the Pandemic affected the Food and Beverage Industry?
- What’s Trending? A Food Wholesaler Shares His Perspectives
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Leveraging Marketing Data for Success in the Food & Beverage Industry
- Tips for CPG Brands Looking for the Right Co-Packer
- Supply Chain Issues in Food Manufacturing and Distribution
When it comes time to sell your business, it helps to know what an acquiring company is interested in. Ben Cosgrove shares his experiences as a serial acquirer with insights that apply to any F&B company. This deep discussion goes into the criteria that his company considers when looking at making an acquisition, the importance of the product and other factors, stories on why they have made certain acquisitions, the factors that go into the attractiveness of a company being considered, and valuation methods.
View the complete show notes for this episode.
Learn More:
- Bimbo Bakeries USA Acquires National Choice Bakery in Minnesota
- Bakery Industry M&A
- Johnson Bros. Bakery Supply, Inc. Acquires Aphrodite Divine Confections in Texas
- The Food and Beverage M&A Update
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Tips for CPG Brands Looking for the Right Co-Packer
- Using Flexible Commercial Kitchens to Scale Your Business
- Supply Chain Issues in Food Manufacturing and Distribution
When you think about it, there are obvious parallels between making pet food and the production of any food products. Stuart Harness discusses how his military background applied to operations management in pet food manufacturing. He talks about the intricacies of operations, the challenges of owning the manufacturing process versus working with a co-manufacturer, the biggest threats to quality, the importance of collaboration, insights into leadership, and how this all applies to food manufacturing.
View the complete show notes for this episode.
Learn More:
- Buy-Side Food and Beverage M&A Advisory
- History of the Global Food Industry
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Tips for CPG Brands Looking for the Right Co-Packer
- Using Flexible Commercial Kitchens to Scale Your Business
- Supply Chain Issues in Food Manufacturing and Distribution
Forget the stigma that still exists around cannabis. Paulo Sobral produces a low-level cannabis beverage without alcohol, and he shares insights into the nuances of the cannabis industry and the complex laws that impact cannabis beverage production. He discusses the differences between THC and CBD, touches on issues around the legalization of cannabis and its impact on the industry, comments on the challenges and benefits of how CBD beverages are made, and highlights the growth potential for the cannabis industry.
View the complete show notes for this episode.
Learn More:
- Food Industry Statistics and M&A
- The Food and Beverage M&A Update
- Buy-Side Food and Beverage M&A Advisory
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Cannabis M&A
- Breaking Barriers: Strategies for Encouraging Consumer Trial in the Enhanced Water Sector
- Food Science and Marketing – Impacting the Future of Food
The beverage industry is moving to keep up with consumer desires for healthier options. Mary Pellettieri discusses her move from craft beer to start a beverage company offering healthier options in tonics and soft drinks. From the dangers of high fructose corn syrup to the benefits of natural sugar, from a definition of functional beverages to a discussion of nutrition and details on how to move a new beverage into the marketplace – this wide-ranging discussion offers tips on navigating this tricky landscape.
View the complete show notes for this episode.
Learn More:
- The Food and Beverage M&A Update
- Food and Beverage Industry Trends
- Food and Beverage Publications
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- How the Food & Beverage Distribution Channel is Changing
- The Influence of Alcohol on the F&B Industry
- Cultivating Innovation: Strategies for Success in the Sugar Beet Industry
The power of successful marketing comes down to data. Michael Wangbickler is CEO of Balzac Communications & Marketing, a bespoke marketing agency for the F&B industry. He discusses changes in the industry that are impacting marketing campaigns, shares insights into the power of data, making customers feel special, building trust with consumers, and stories of marketing success and failures. Michael also introduces the Balzac Method for gathering and applying data to create a successful marketing campaign.
View the complete show notes for this episode.
Learn More:
- Our Food and Beverage M&A Experience
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Research – Key to Market and Franchise Growth
- Food Science and Marketing – Impacting the Future of Food
- Using the Lean Approach in F&B Development
The business of pet food is big business and is taking note of how consumers today treat their pets as members of the family. Eric Lewandowski returns to Food & Beverage Talk to discuss the humanization of pets and how this resonates throughout the pet food industry. From premiumization of food to brand loyalty and consumer buying habits, to the influence of social media, entertainment options for pets, and the rate of rising inflation, Eric provides insights into trends occurring across the sector.
View the complete show notes for this episode.
Learn More:
- Food Industry Statistics and M&A
- EBITDA | Definition, Formula & Example – A Complete Guide
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- M&A Market Growth Potential in Veterinary Practices
- The Meaty Truth: Insights into Beef Quality and the Beef Industry
- Evolution and Growth Potential in the Craft Brewing Industry
Finding the right co-packer can make or break a CPG brand. Vince Tseng of PartnerSlate offers insights into the complex world of co-manufacturing from both the CPG and co-packers’ perspectives. He discusses what co-packers and CPG brands are looking for in a partnership, shares tips on how to appeal to the right partner, talks about the impact of technology on innovations in the F&B industry, and offers a promotion to CPG brands looking for support in their search for a co-packer.
View the complete show notes for this episode.
Learn More:
- Our Food and Beverage M&A Experience
- The Serious Sweet Company Acquires John Bull Confectioners in the UK
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Flexible Commercial Kitchens – The Answer for F&B Entrepreneurs
- Pitfalls and Solutions: Common Supply Chain Issues in Manufacturing and Distribution
- Breaking Barriers: Strategies for Encouraging Consumer Trial in the Enhanced Water Sector
Hot cocoa tends to be considered a seasonal treat. Dean Packingham of Mike & Jen’s Hot Cocoa proves that a small cottage industry can grow into a regional business success year-round. He discusses the power of starting with your passion when developing a new product, the advantages of being in an F&B category with less competition, the value of simplicity as a business model, tips on finding the right co-manufacturer, distributor, and retail partners, and scaling a small business up.
View the complete show notes for this episode.
Learn More:
- Our Food and Beverage M&A Experience
- The Serious Sweet Company Acquires John Bull Confectioners in the UK
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- The Influence of Alcohol on the F&B Industry
- The Sweet Coconut Success That Led to Shark Tank Interest
- Evolution and Growth Potential in the Craft Brewing Industry
Albert Duoibes has been focused on innovation in the F&B sector for over 35 years. His focus currently is on the sugar beet industry, but his advice and comments extend beyond sugar. Albert discusses using natural resources, minimizing waste, and the environmental impact of the supply chain. He describes the power of sugar, the need for more innovation throughout the supply chain, explains how the innovation process works, the impact this can have far beyond sugar beets, and offers advice for people with a new idea.
View the complete show notes for this episode.
Learn More:
- Our Food and Beverage M&A Experience
- The Serious Sweet Company Acquires John Bull Confectioners in the UK
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- From Employee to Owner: A Pastry Chef’s Insight into the Art of Creating Wedding Cakes
- Beyond Meatballs and Marketing
- Food Science and Marketing – Impacting the Future of Food
This episode of F&B Talk will give you insight into everything you could possibly want to know about beef and the beef industry. Renan de Lima leads with a definition of high-quality meat and why this is an important distinction. He discusses the influence of genetics, grass-fed versus grain-fed beef, the impact of a free-range lifestyle, international organic standards, regulatory differences and challenges, meatless alternatives, and his thoughts on upcoming influences in the industry.
View the complete show notes for this episode.
Learn More:
- Food and Beverage M&A
- Buy-Side Food and Beverage M&A Advisory
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Farm to Fork – A Discussion of the Agriculture Industry, Supply Chain, and Financing
- Beyond Meatballs and Marketing
- Pitfalls and Solutions: Common Supply Chain Issues in Manufacturing and Distribution
The complex and underappreciated topic of production planning and supply chain optimization is the focus of this episode of F&B Talk. Lisa Anderson takes a look at the different components of production management and how they fit into the supply chain world. She discusses the steps of the production planning process, the importance of the sales forecast, common issues in the supply chain on the manufacturing and distribution sides of operations, and keeping all the elements and players on the same page.
View the complete show notes for this episode.
Learn More:
- How Does Supply Chain Management Affect Working Capital?
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business
Listen to Other Episodes:
- Using the Lean Approach in F&B Development
- Farm to Fork – A Discussion of the Agriculture Industry, Supply Chain, and Financing
- M&A Operational Due Diligence
Scaling from start-up to multi-million dollar business takes time, ingenuity, and perseverance. Yanni Hufnagel, founder of Lemon Perfect, discusses the 6-year growth of his company into a major player in the enhanced water sector. Discussion includes going from sourcing regional ingredients to international sources; delivering consistent quality; getting consumers to try a new product; the importance of relationships with contract manufacturing partners, distributors, and retailers; and how perseverance is key.
View the complete show notes for this episode.
Learn More:
- Buy-Side Food and Beverage M&A Advisory
- History of the Global Food Industry
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Using the Lean Approach in F&B Development
- How the Food & Beverage Distribution Channel is Changing
- A Brief Dive Into the World of Water
What goes into the art of creating a wedding cake? Stephanie Chain, business owner and pastry chef of the micro-bakery Sweet Luncheonette, specializes in creating bespoke wedding cakes. She discusses the health and safety concerns that led to her emphasis on creating sugar flowers for cakes, the specifics about what goes into making custom wedding cakes, the different perspectives she has encountered as an owner versus being an employee, and the role of food in important social and cultural events.
View the complete show notes for this episode.
Learn More:
- Our Food and Beverage M&A Experience
- Buy-Side Food and Beverage M&A Advisory
- Food Industry Trends that Can Affect M&A Activity
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- A Winning Way to Help Reduce Food Waste and Hunger Relief
- Flexible Commercial Kitchens – The Answer for F&B Entrepreneurs
- Farm to Fork – A Discussion of the Agriculture Industry, Supply Chain, and Financing
Research can be key to unlocking market growth for an established business, identifying new locations for growth, and highlighting the perfect franchise opportunity. Jayson Tipp has over 30 years of experience in franchising and specialty retail in the food and beverage industry. He discusses how market research data, analysis, and technology have changed over the years, how they can be used to map out locations for growth, and the importance of doing research before jumping into the world of franchises.
View the complete show notes for this episode.
Learn More:
- Buy-Side Food and Beverage M&A Advisory
- Food and Beverage M&A
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- How the Food & Beverage Distribution Channel is Changing
- Using the Lean Approach in F&B Development
- Tips on How to Be True to Yourself and Still be Successful in Business
What are some pressing trends affecting the food and beverage industry today? How can companies stay agile? Barry Thomas, senior global thought leader with the consulting company Kantar, answers these questions and more. He discusses how F&B companies view the home as a convenience store, how technology is enabling e-commerce shifts and growth, how AI is driving value and the profound innovation this leads to, examples of generative AI increasing revenue, and the need for a personal learning plan for dealing with AI.
View the complete show notes for this episode.
Learn More:
- Food and Beverage M&A
- What’s Trending? A Food Wholesaler Shares His Perspectives
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Flexible Commercial Kitchens – The Answer for F&B Entrepreneurs
- A Brief Dive Into the World of Water
- Using the Lean Approach in F&B Development
Food waste and hunger relief are not about food scarcity – it’s about logistics. Blake Engelhard of Goodr.co discusses using technology to address hunger and waste issues. From the logistics of a 2-hour turnaround time identifying surplus food to distribution to working with clients making donations that enable families to get groceries in a dignified manner and the staggering tax benefits to the corporations. This goes beyond the idea of making a difference and shows a direct path to significantly impact the lives of people and reduce food waste.
View the complete show notes for this episode.
Learn More:
- Food and Beverage M&A (Book)
- The Food and Beverage M&A Update
- Buy-Side Food and Beverage M&A Advisory
- Food and Beverage Industry Trends
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Saving the Planet One Plant-Based Food Company at A Time
- A Brief Dive Into the World of Water
- Tips on How to Be True to Yourself and Still Be Successful in Business
This is everything you need to know about commercial kitchens and how they can help entrepreneurs launch a small-batch product and successfully grow. Bella Karakis, co-founder of e.terra Kitchen in New York offers insights into how to take a small-batch product and produce it on a large, scalable basis; stories of brands that have succeeded in growing out of a commercial kitchen; what commercial kitchens can offer to entrepreneurs; and how they differ from co-packers or producing food out of a home kitchen.
View the complete show notes for this episode.
Learn More:
- M&A Advisors to the Food and Beverage Industry
- History of the Global Food 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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Beyond Meatballs and Marketing
- The Influence of Alcohol on the F&B Industry
- Farm to Fork – A Discussion of the Agriculture Industry, Supply Chain, and Financing
Water – the building block of life and a complex topic for the food and beverage industry. Beckie Anderer Murphy is an expert in regulatory compliance and food safety. In this nutrient-rich discussion, she goes beyond the basics of water and dives into the differences between U.S. and European standards for water treatment, packaging, and recycling concerns, the different tastes of water, types of bottled water, and a brief overview of international regulatory differences for water and food safety standards.
View the complete show notes for this episode.
Learn More:
- Morgan & Westfield – Food and Beverage
- Morgan & Westfield – Food Industry Statistics and M&A
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.
- Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
Listen to Other Episodes:
- Tips on How to Be True to Yourself and Still Be Successful in Business
- Farm to Fork – A Discussion of the Agriculture Industry, Supply Chain, and Financing
- Creating Unforgettable Branding for the F&B Consumer
Getting a new product to market takes passion, vision, funding, and answers to lots of questions. Elena Rosenblum shares lessons learned from her work at Union Kitchen, a food business accelerator company that helps set up new companies for long-term success. Topics include using the lean approach in the F&B industry, trends, logistics, creating a scalable product, incremental innovation, and overviews of successful stories from entrepreneurs who have made the leap to regional and national operations.
View the complete show notes for this episode.
Learn More:
- Are you considering selling a business in the food industry?
- What’s Trending? A Food Wholesaler Shares His Perspectives
- The Lean Startup: How Today’s Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses by Eric Ries (Published by Currency, 2011)
- Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengersby Alexander Osterwalder and Yves Pigneur (Published by John Wiley and Sons, 2010)
- The Innovator’s Dilemma: The Revolutionary Book That Will Change the Way You Do Business by Clayton M. Christensen (Published by HarperBusiness in 2011)
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:
- The Sweet Coconut Success That Led to Shark Tank Interest with Alex Bayer
- Tips on How to Be True to Yourself and Still Be Successful in Business with Nabeel Alamgir
- Beyond Meatballs and Marketing with Adam Michaels
This is the intersection of food science and marketing with consumer preferences and demand. Dr. Utkarsh Shah, a new product developer for Amazon’s food and beverage business, discusses lessons he has learned from developing patents that make food better for consumers through his focus on marketing and business management. He shares insights into the art of food science, challenges around sustainability, the creation of consumer demand, and the impacts these issues will have on this dynamic industry.
View the complete show notes for this episode.
Learn More:
- Are you considering selling a business in the food industry?
- What’s Trending? A Food Wholesaler Shares His Perspectives
- Food: What the Heck Should I Eat? by Mark Hyman, MD
- Huberman Lab podcast with Andrew Huberman
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:
- Tips on How to Be True to Yourself and Still Be Successful in Business
- Farm to Fork – A Discussion of the Agriculture Industry, Supply Chain, and Financing
- Creating Unforgettable Branding for the F&B Consumer
Branding sells products and companies. Adam Michaels, CEO of MamaMancini’s, discusses brand loyalty, the multi-sensory eating experience, the influence of different cultures on the F&B industry, how the five senses can be harnessed when marketing a product, the impact of Covid-19 on the industry, and changes in consumer preferences and shopping experiences. Adam also goes beyond MamaManicini’s to discuss his experience making acquisitions in the F&B industry and his three criteria when looking to acquire a company.
View the complete show notes for this episode.
Learn More:
- Morgan & Westfield – Food and Beverage
- Morgan & Westfield – Food Industry Statistics and M&A
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:
- The Sweet Coconut Success That Led to Shark Tank Interest
- Saving the Planet One Plant-Based Food Company at A Time
- Evolution and Growth Potential in the Craft Brewing Industry
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:
- The Sweet Coconut Success That Led to Shark Tank Interest
- Saving the Planet One Plant-Based Food Company at A Time
- Evolution and Growth Potential in the Craft Brewing Industry
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.
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:
- The Sweet Coconut Success That Led to Shark Tank Interest
- Saving the Planet One Plant-Based Food Company at A Time
- Evolution and Growth Potential in the Craft Brewing Industry
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:
- Morgan & Westfield – Food and Beverage
- Morgan & Westfield – Food Industry Statistics and M&A
- Grocery: The Buying and Selling of Food in America by Michael Ruhlman
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:
- The Sweet Coconut Success That Led to Shark Tank Interest
- Saving the Planet One Plant-Based Food Company at A Time
- Evolution and Growth Potential in the Craft Brewing Industry
- How the Food & Beverage Distribution Channel is Changing
Iconic branding will stick in a consumer’s mind for years. Presenting a consistent brand experience across every touchpoint is critical to a successful marketing campaign for any F&B product. Branding expert Alexandra Liebler shares insights on how to build brands and deliver profitable growth. She discusses building brand experience, making changes and creating emotional connections, shares insights into how branding has changed over time, and highlights the branding points of memorable global brands.
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Learn More:
- Morgan & Westfield – Food and Beverage
- Morgan & Westfield – Food Industry Statistics and M&A
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:
- Saving the Planet One Plant-Based Food Company at A Time
- Evolution and Growth Potential in the Craft Brewing Industry
- How the Food & Beverage Distribution Channel is Changing
Functional beverages are sweeping the markets, and the intersection between mental wellness and organic living meets at the first plant-based smoothie made from whole coconut – Genius Juice. Alex Bayer, founder of Genius Juice, discusses the evolution of his company, scalability, supply chain issues, launching a new product line, and building a sustainable business. Hear insights from this entrepreneur who has imagined, developed, and marketed a niche food product and garnered investment partners on the TV show Shark Tank.
View the complete show notes for this episode.
Learn More:
- Morgan & Westfield – Food and Beverage
- Morgan & Westfield – Food Industry Statistics and M&A
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, email us at podcast@morganandwestfield.com or contact Morgan & Westfield
Listen to Other Episodes:
- Saving the Planet One Plant-Based Food Company at A Time
- Evolution and Growth Potential in the Craft Brewing Industry
- How the Food & Beverage Distribution Channel is Changing
When selling your company, you are likely to be approached by an independent sponsor who may be interested in acquiring your company. What is an independent sponsor, and how are they different from private equity firms? Are their criteria different from other investors? What should you know about independent investors before you consider selling your business to one? Join us as we fully explore the world of independent sponsors with John Koeppel, an M&A attorney specializing in private equity.
View the complete show notes for this episode.
Learn More:
- M&A Reps & Warranties | A Complete Guide
- Escrow Holdbacks in M&A Transactions
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.
Listen to Other Episodes:
- Saving the Planet One Plant-Based Food Company at A Time
- Evolution and Growth Potential in the Craft Brewing Industry
- How the Food & Beverage Distribution Channel is Changing
Plant-based foods are gaining popularity as consumers recognize the relationship between eating well and feeling well. Connie Marples, founder of Boosh Plant-Based Foods, shares her experiences operating a start-up through going public and recently acquiring Beanfields. She discusses consumer preferences and interest in plant-based foods, financial audits, integrating an established new acquisition into a company model, and the challenges presented in moving a home kitchen recipe to a commercial recipe.
View the complete show notes for this episode.
Learn More:
- Preparing Financial Statements When Selling a Business
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.
Listen to Other Episodes:
- Evolution and Growth Potential in the Craft Brewing Industry
- How the Food & Beverage Distribution Channel is Changing
- Top Seven Issues Today Critical to Understanding Quality of Earnings
Beer is one of the oldest food products in the world. Lawyer and craft brewer Kevin McGee of Anderson Valley Brewing Company explores the excitement of the craft beer industry and gives a brief history from Prohibition to today. He discusses the definition and concept of craft beer, what draws consumers to craft beer, the influence of private equity investments and how this changed the industry, pricing pressures, the evolution of distribution channels, and the future of this rapidly evolving industry.
View the complete show notes for this episode.
Learn More:
- M&A Advisors to the Food and Beverage Industry
- Morgan & Westfield – Food & Beverage Overview
Additional Resources:
-
Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
-
Are you selling a business? Schedule a free consultation now.
Listen to Other Episodes:
- How the Food & Beverage Distribution Channel is Changing
What is outsourced corporate development? What companies are suited for this type of growth, and what is the process? Ryan Goral, founder of G-Spire Group, a company focused on helping entrepreneurs grow through acquisitions, answers these questions and more. Topics include prerequisites an owner should have in place before pursuing growth, what’s involved in different phases, discussion of the most challenging part of making an acquisition, what comes after an offer is accepted, and the integration phase.
View the complete show notes for this episode.
Learn More:
- 7 Steps to Selling a Business Fast
- A Simple Recipe for an Efficient Business Sale
- How Long Does it Take to Sell a Business? Study of 10k Deals
- Why do Companies Acquire other Businesses?
Additional Resources:
- Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
- Are you selling a business? Schedule a free consultation now.
Listen to Other Episodes:
- How the Food & Beverage Distribution Channel is Changing
Approximately half of the acquisitions are unsuccessful. Why? A lot has to do with a lack of successful integration. How can acquirers improve their chances of success? Why is there a disconnect between the pre-closing team and the post-closing integration team? Listen as we take a deep dive into M&A integration strategy with Tony Benedict on the perils of post-acquisition integration.
View the complete show notes for this episode.
Learn More:
- Why Half of the Acquisitions Fail?
- Why do companies acquire other businesses?
Additional Resources:
- Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
- Are you selling a business? Schedule a free consultation now.
Listen to Other Episodes:
- How the Food & Beverage Distribution Channel is Changing
Experienced dealmaker and entrepreneur Touraj Parang shares his philosophy that an exit strategy, if implemented early, is the surprising secret to ultimate startup success. This wide-ranging discussion covers the differences and parallels between venture capital and corporate development, common mistakes to avoid when selling, planning a successful exit strategy, insights into how to make leverage work in exit planning, and tips on negotiating the LOI and purchase agreement for a successful exit.
View the complete show notes for this episode.
Learn More:
- A Guide to M&A Negotiating Tactics
- M&A Purchase Agreement | A Complete Guide
- Negotiating the Letter of Intent
- M&A Basics | The Term Sheet
Additional Resources:
- Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
- Are you selling a business? Schedule a free consultation now.
Listen to Other Episodes:
- How the Food & Beverage Distribution Channel is Changing
How food products move is a critical topic for the Food & Beverage industry. Dennis Silva, COO of Julius Silvert, talks about the distribution channel and differences in distribution needs for the retail food sector vs. the food service industry. Topics include food inflation and labor shortages, how these issues impact consumer options, changes in the “just-in-time” model of inventory ordering, food consumption trends, and the importance of a food producer having a vision and strategy for their product in the marketplace.
View the complete show notes for this episode.
Learn More:
- M&A Advisors to the Food and Beverage Industry
- History of the Global Food Industry
Additional Resources:
- Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
- Are you selling a business? Schedule a free consultation now.
What is operational due diligence? If you’re selling a company and would like to know how the buyer will conduct due diligence and how to sail through the process with minimal problems, you will find this show helpful. We discuss the purpose of due diligence, how you should prepare, and what happens when issues are uncovered. Vadim Tsysin is a Managing Director with Alvarez & Marsal in Chicago, specializing in pre-investment due diligence, post-deal merger integration services, and M&A advising.
View the complete show notes for this episode.
Learn More:
- EBITDA | Definition, Formula & Example – A Complete Guide
- M&A Reps & Warranties | A Complete Guide
- 18 Differences Between Valuing Public and Private Businesses
Additional Resources:
- Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
- Are you selling a business? Schedule a free consultation now.
Due diligence is a critical step in the M&A process, but it doesn’t always get the attention it deserves. Anthony Nitsos specializes in helping companies optimize internal systems and shares his insights and tips on preparing for due diligence. He discusses what is involved, the areas covered, how to prepare, common patterns, and the buyer’s goal. He also covers the cost of due diligence versus the cost of being unprepared and the impact on the final price. Don’t shortchange yourself in this vital activity.
View the complete show notes for this episode.
Learn More:
- Top 5 M&A Value Drivers for Tech & Software Companies
- M&A Due Diligence Preparation
- M&A Due Diligence | Checklist & Overview
- Why Don’t Some Businesses Sell?
Additional Resources:
- Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
- Are you selling a business? Schedule a free consultation now.
Roger Royse, M&A attorney and tax specialist, discusses the sensitive issue of taxes and the implications of selling a closely held company with few shareholders. He presents a definition of a closely held company and discusses differences this sort of company presents in an M&A transaction, some issues around employees, and the “phantom plan.” He also addresses the importance of considering taxes when forming a company and looking ahead to the tax implications when it comes time to exit the company.
View the complete show notes for this episode.
Learn More:
- Selling Your Business? Hire an Attorney to Increase the Bottom Line
- Allocation of Purchase Price & Taxes When Selling a Business
- M&A Basics | Asset vs. Stock Sale
- How Does Entity Type Affect the Sale of My Business?
- Informing & Retaining Employees When Selling a Business
Additional Resources:
- Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
- Are you selling a business? Schedule a free consultation now.
Whether you want to sell your company or are looking to buy another company to help your growth, there is a lot to consider. Tips, advice, and tales of the good, the bad, and the ugly sides to this process come from Elizabeth Cholawsky and Taylor Viens. They are with HG Insights – a leading company in the gathering and application of data to make informed acquisition decisions. In this episode, they discuss the importance of paying attention to other companies, the role that data can play in an acquisition, the importance of having a solid growth strategy, and more firsthand experience from a target and an orchestrator of acquisitions.
View the complete show notes for this episode.
Learn More:
- Why do Companies Acquire other Businesses?
- How successful are most business acquisitions?
- Why Half of the Acquisitions Fail?
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.
Jeff Muench joins us to talk about the intricacies of the M&A integration process. Jeff’s expertise is focused on helping companies overcome challenges with inventive, entrepreneurial, and customer-centric efforts that capture significant market share and lead organizations to places unimagined. In this episode, we discuss what the integration process looks like, how long it takes, what the biggest challenges are, and advice for how the seller can best prepare. Jeff also talks about the integration process that he led as head of M&A Integration at Walmart – a company that is quite familiar with the acquisition process.
View the complete show notes for this episode.
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.
What’s it like to be on both sides of the table, as the hunter (the acquirer) and the hunted (the acquired), in an M&A transaction? In this show, we talk with private equity specialist Jim Evanger in a deep dive into the process of selling your company, viewing it from two sides. We cover preparing your company for sale, handling the initial negotiations and the letter of intent, conducting due diligence, the closing process, determining the transaction structure, and managing the integration process – all from the perspective of both the buyer and the seller.
View the complete show notes for this episode.
Learn More:
- EBITDA | Definition, Formula & Example – A Complete Guide
- Why do companies acquire other businesses?
- Do buyers of businesses pay for potential?
- M&A Negotiating Tactic #1 – Honesty
- M&A Process: Informing and Retaining Employees
- Alternatives to Non-Competes with Employees
- Confidential Information Memorandum (CIM) | A Detailed Guide
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.
In an M&A transaction, there are deficiencies in the financials 98% of the time. As the seller, the key to preventing problems that can kill your deal is performing sell-side financial due diligence. What is sell-side due diligence, and what is a quality of earnings report? That’s the subject of my recent conversation with Bill Wiersema, an Audit Principal with Miller Cooper specializing in M&A financial due diligence. Bill is the author of four books and a frequent speaker on M&A topics.
View the complete show notes for this episode.
Learn More:
- M&A Due Diligence | Checklist & Overview
- M&A Due Diligence Preparation
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.
How do private equity firms operate, and how do they create value for their investors? What is the role of the general partner and an operating partner? How does a PE fund operate? What do PE firms look for in an investment? What are the multiples for middle-market companies? These are the subjects of this recent Roundtable episode of M&A Talk with Brent Paris, Managing Partner of Dubin Clark, a middle-market PE firm, and Jim Evanger, an operating partner and interim CEO for private equity firms.
View the complete show notes for this episode.
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.
Join us for this continuing conversation with experts in the M&A field, Jim Evanger and Brent Paris, as they share their diverse experiences in partnering with private equity firms. They give insights into what the private equity buyer is thinking, share successful partnership stories, and the prerequisites for a business owner partnering with a PE firm. Listen now to discover how to get more upside from your business and consider how a PE partner might be able to help you achieve your ultimate goals.
View the complete show notes for this episode.
Learn More:
- EBITDA | Definition, Formula & Example – A Complete Guide
- Business Valuation & Return on Investment (ROI)
- Business Valuation: A List of Factors to Consider
- Reducing Concentrations of Risk Before Selling Your Business
- Can You Give me a Quick Opinion of the Value of my Business?
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.
Listen in to this discussion about human capital and how it can impact the value of your business with Marco Robert, an international consultant, author, and entrepreneur with years of experience helping companies turn their fortunes around. During this wide-ranging chat with advice and real-life examples, he discusses the impact employees have on the value of a business, what may block an owner from creating more value, the biggest challenge owners face, and advice on how to create value in your business.
View the complete show notes for this episode.
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.
How do strategic buyers think? Listen as we talk with Charlie Burckmyer, head of M&A at Culligan International, the water company and a $2 billion strategic buyer. We cover the acquisition process, what motivates Culligan to acquire smaller competitors, common mistakes sellers make, and what types of businesses and value drivers strategic buyers find most attractive. If you’re considering selling your company to a strategic acquirer, you’ll find this show packed with helpful tips on the psychology of strategic buyers and what motivates them to pay top dollar for your company.
View the complete show notes for this episode.
Learn More:
- M&A as an Attorney, I-Banker, Buyer, and Target with Michael Frankel
- Why Half of the Acquisitions Fail with Mark Sirower
- Why do companies acquire other businesses?
- M&A Guide | Selling Your Business to a Competitor
- M&A Guide | The 4 Types of Buyers of Businesses
- M&A Basics: Building a Sellable Business
- Business Exit Plan & Strategy Checklist | A Complete Guide
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.