What It's Worth: Brewery Value

May 2016 PDF (70 pages)

BVR (editor)

Business Valuation Resources, LLC

Whether you are a business appraiser, a craft brewery owner, or an investor, you need to pay close attention to quickly shifting trends in the hypercompetitive brewery industry that is growing at an annual rate of 18%. Breweries are quite unique to assess from a value perspective and there are specific considerations to take into account including product life cycle, how or whether state-specific franchise laws affect the brewery’s distribution options, the potential impact of changes in the excise tax on beer currently being debated in Congress, and state laws regarding distributor agreements.

BVR's new special report, What It’s Worth: Brewery Value, offers advice from top experts who work with craft breweries and study valuation issues associated with this industry daily. These experts walk you through the very specific factors involved in brewery valuation, from the best valuation approaches to use, considerations for valuing the buildings associated with the brewery, the specialized equipment needed to produce the beers, and the value of the key personnel who operate the brewery, such as the brewmaster. It contains valuable benchmarks that will help you understand where a craft brewery falls in terms of revenue, liabilities, and overall value and provides current trends, pressing issues, and the key drivers of craft brewery value.

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Categories: industry analysis


Highlights of the report include:

  • Understand the unique considerations to take into account when valuing a brewery: Learn the most effective approaches and unique factors when valuing a brewery, including inventory, brew capacity, key employees, and distribution methods

  • Reliably benchmark a brewery’s value with real-world data from nearly 800 businesses: See where your subject company falls in its financial performance compared to other breweries with benchmarking data including revenue, liabilities, and operating ratios

  • Ensure a successful transition for a brewery owner with key insights and trends on top value drivers:Consider all aspects of a succession plan and gain insight on the major aspects your clients should think about when they plan their exit strategy

  • Reinforce your conclusions with access to two important brewery valuation court cases: Get lessons from the courts on how brewery valuations and economic damages relate to distributor relationships

TABLE OF CONTENTS


INTRODUCTION

SECTION I: The Landscape of Value for the Brewery Industry

  • Chapter 1: Key value drivers in craft breweries

SECTION II: Valuation Methods and Considerations for Breweries

  • Chapter 2: Special issues to consider when valuing craft breweries
  • Chapter 3: Court cases of note in brewery transactions
    • Warren Distributing Co. v. InBev USA, LLC
    • Tri Cnty. Wholesale Distribs. v. Labatt USA Operating Co. LLC

SECTION III: Buy-sell Trends in the Craft Brewery Market

  • Chapter 4: Current market and buy-sell activity for craft breweries are skyrocketing

SECTION IV: Selling and succession planning for brewery owners

  • Chapter 5: How to maximize the value of a craft brewery
  • Chapter 6: How succession planning builds craft brewery value

SECTION V: Financial and Valuation Data for Craft Breweries

  • Chapter 7: Brewery industry financial report from BizMiner
  • Chapter 8: Pricing a brewery: Rules of thumb
  • Chapter 9: Craft brewery financial metric and business model resources