Azur Associates
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Azur.I: Azur Intelligence

 

At Azur Associates, one of our key goals is to provide our clients with the up-to-date, insightful information and analyses they need to make the best decisions for their business.  We have two seasoned team members dedicated solely to this task.  While, of course, we can’t release full studies that are confidential to our clients, we enjoy sharing some highlights as well as perspectives on more public situations in the industry.  This is Azur.I: Azur Intelligence.

 
 
 
 

Two Key Questions For Potential Sellers If Considering A Sale Process

As we head into December and wrap up calendar year 2022 we are looking forward to reviewing current year transactions and providing thoughts about the year ahead. In addition, we are going to share a 20-year perspective on wine M&A that provides some interesting insights on key themes over the last 2 decades. More on that in the coming weeks.

One thing that doesn’t change over time is how important it is for those considering a sale to mindfully prepare. Rigorous planning is not easy. It will force you to ask yourself a number of hard questions. That said, done well, it will significantly improve the odds of a more favorable outcome.

There are 2 key questions that should be prioritized in your planning process. If the answer to either of these questions is “no” you have more work to do.

Thoughts around these questions and why it matters are included in the attached.

Patrick DeLong