Keiter Stephens Advisors

The Financial Check UpKSA
Foodservice
Distribution
Update

Managing Director Bill Beattie

The Financial Check Up

Recent media coverage of the economy
has gotten the collective attention of the foodservice industry at all levels.
Many restaurants and hotels are reporting negative sales growth as consumers tighten discretionary spending.
On the institutional side, schools,
hospitals and nursing homes are fearful of reduced government support.
In turn, foodservice distributors and manufacturers are experiencing only modest growth, or in many cases,
declining volume.

Exacerbating the situation, we are hearing that lenders are reducing credit lines, redrafting loan terms or covenants, and vendors are tightening their credit and payment policies.

Prudent distributor owners, in addition to monitoring and managing their personal financial positions, must now also carefully examine the financial status of their businesses.   Read More

What We Do
  • Profitability Improvement on both the vendor and customer sides
  • Mergers and Acquisitions: guiding the sales and acquisitions of foodservice distributorships and regional sales territories
  • Custom Strategic Services, including transition planning for family-owned distributors and driving management consensus with KSA’s 3-1-1 Planning Process
  • Custom Finance Solutions, including finance strategy development, distribution center expansion analysis, lease or buy decisions on real estate and equipment, and cost segregation studies.

Delivery Photo

Foodservice distribution is about relationships and providing the best service possible in one of today’s tightest margin industries. That’s where Keiter Stephens Advisors comes in. We back our years of on-the-ground distribution experience with accounting and investment banking knowledge to help you to develop effective solutions for your business challenges.
Testimonials
“We engaged Keiter Stephens Advisors to work with us on vendor profitability, and with their guidance, we’ve driven down losses on business with unprofitable suppliers from 50% to 25%...” Read More

Jim Spencer
Vice President/General Manager, Jordano’s


"Many M&A brokers approach us to consider companies they have been engaged to sell. Our experience with Keiter Stephens Advisors has demonstrated their knowledge of the foodservice M&A process and their high ethical standards...” Read More

Mark Drazkowski
CEO, Reinhart FoodService


“During my work with Bill Beattie, prior to his co-founding Keiter Stephens Advisors, he helped us figure out where our operator relationships were profitable – and where they were not. Why is this so important in our industry? We want to be the best partner we can be...” Read More

Jeff Miller
Vice President, Thomas O. Miller & Co.


“Keiter Stephens Advisors is unique because they understand the art of selling a family foodservice distributor. They helped us identify the key areas of value in our business, and their due diligence work left no guesswork...” Read More

Sharon Catanzaro Ledonne
Former President, Frank J. Catanzaro Sons and Daughters, Inc.