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There is perhaps no industry more prone to valuation innuendo than that of alcoholic beverage distribution. Because there is no silver bullet to the valuation of beverage wholesalers, appraisers must develop a cohesive position to properly define and develop their valuations, all with the understanding that fair market value can and often will contrast with marketplace rumors and anecdotal transaction information. Join Mercer Capital's Timothy Lee as he reviews an abundance of issues that business appraisers must address and reconcile to develop plausible valuations. Mr. Lee's beverage industry experience has been focused on the malt beverage segment and includes valuation and advisory projects related to trust and estate activities, buyout financing, ownership succession, shareholder disputes, brand transactions and more.
Program Agenda
Examples and case studies will be interspersed with an agenda covering:
Background and Industry Considerations
Legal and regulatory environment
Perspectives on beverage suppliers
Industry trends and category evolution
Special Issues and Considerations
Rules of thumb (not so fast)
Transaction data (or not)
Standard, level and premise of value (confusion can rein)
Perspectives on the cost of capital
Methodology (the hunt for reconciliation between FMV and "market" transactions)
Learning Objectives
Define the alcohol distribution industry and specific issues and trends to consider
Discuss the legal and regulatory environment
Learn specific considerations related to common valuation approaches as they relate to Beer, Wine, and Alcohol Distributors
Identify areas of concerns regarding valuation standards and data
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