Beyond Buy, Sell or Hold – Strategic Investor Management
What are your investors looking for? What is their investment horizon? How does your brewery’s business plan align with your investors’ objectives? This presentation explores the age-old question of “buy, sell or hold”, but in a holistic sense that addresses your brewery and all of its stakeholders. How you manage the needs of your investors, founders, employees and other stakeholders will determine the long-term success of your brewery and the quality of your journey.
Pat Tuley (Wipfli) has over 35 years of experience in public accounting, having worked with clients ranging from individuals to international Fortune 50 companies. Currently, he is active in the financial services, craft beverage, real estate and technology industries, serving numerous clients across the Southeast. Pat currently serves on and is a past chairman of the Tax Committee for Allinial Global, which is responsible for keeping member firms current with tax law changes, developing training programs for member firms and setting the strategic direction for tax services for Allinial Global.