There’s more than price to consider when purchasing a winery asset

There’s more than price to consider when purchasing a winery asset

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(NBBJ) - Assessing the value of a wine investment opportunity is the key to a good purchase. The value of a wine asset exists on many levels. A buyer might begin assessing an investment by considering global economic conditions, the current state of the wine industry, and whether or not a particular asset aligns with their specific investment criteria. On another level, value may be influenced by factors related to an asset’s specific characteristics.

The due-diligence process provides an opportunity for a buyer to identify an asset’s unseen potential — and possible pitfalls — in order to gain a better understanding of value. 

Quality of financial information 

Often the most difficult task in performing a financial review is assessing the reliability of a company’s historical financial statements. While most mid-sized businesses do not necessarily need to be audited annually, a buyer would do well to look for at least review-level financials prepared by a reputable accounting firm.



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