Finance of Food helps owners prepare for the optimal transition of their business, while improving tangible financial results today.

We are a finance advisory firm guiding business owners through exit planning preparation and execution.  Whether planning to pass their business to family or employees, or to sell to outside third parties (strategic or financial buyers), business owners need competent and trusted advisors to maximize the outcome.

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Our background and focus is specifically on agricultural and food producers, processors and distributors.  We intimately understand these types of industries and companies.

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Our Primary Focus

 

Our primary focus is owner exit planning through the tax efficient creation of liquidity for retirement.  This may involve internal debt recapitalization, strategic investments/mergers, and company sales. Regardless of an actual exit, we strive to increase enterprise value.

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Our client companies are typically led by founding entrepreneurs and families who have successfully grown their operations to a level where sophisticated outside expertise is warranted and is a complement to internal management teams.  These businesses typically generate from $20M to $200M in Sales. Often, the finance staff at our client companies are fully utilized in daily operations, and our services add welcomed expertise and dedicated effort towards accomplishing these critical, long-term, activities which tend to be neglected.

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Plan for a Successful Transition

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The time to start preliminary planning for a successful transition is up to 10 years in advance, particularly for certain tax planning.  Certainly, a checklist of actions are required if a transition is desired within 2 to 3 years.

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Our Partners at Finance of Food personally handle every step of a client engagement, providing their deep expertise and finance advice garnered over two decades in agriculture, finance, banking, and operations.  Our goal is to earn our client’s trust by providing objective and sound advice. We bring additional value through our C-level experience, and our access to and understanding of capital sources.