For owners of food & beverage businesses considering a liquidity event, timing and preparation are critical.
Properly planning for a transaction not only supports a better transaction outcome for sellers but also allows for a more efficient and smooth process.
In a recent FoodNavigatorUSA interview, PMCF Investment Banking Managing Director Joe Wagner shared his perspective on the importance of preparation in achieving a successful transaction. Wagner emphasized that readiness often outweighs market timing as a factor for selling:
“The market environment is a factor but should not be the driver of when a company transacts,” Wagner commented. “A good company, a well-prepared company, particularly in F&B (Food & Beverage) and CPG (Consumer Packaged Goods) will transact in any environment if they’re prepared.”
Readiness Beyond the Market
While market trends shape opportunity, Wagner stressed that a company’s internal readiness is the decisive factor. In his FoodNavigator interview, he outlined key considerations to drive sell-side success, including:
- Meeting sustainable revenue and profit thresholds with a growth outlook
- Building supply chain resilience
- Ensuring leadership continuity
Business owners considering an exit plan should evaluate both market positioning and internal preparedness. With proper planning, owners can move with more confidence as they are preparing to transact at an optimal time for ownership.
To read the full FoodNavigatorUSA article, click here.
To read more about PMCF’s Food & Beverage experience, click here.
