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Food and Beverage M&A Network
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Food and Beverage M&A Accountants

The following is a list of accountants and accounting firms specializing in the food and beverage industry:

Accountants on Air

  • Company: Accountants on Air 
  • Website: accountantsonair.com
  • Location: New York, New York
  • Firm Size: 100 to 500 employees
  • About the Firm: The Accountants on Air’s food and beverage team work with manufacturers, distributors, and retailers to deliver solutions to advocate growth and create value. They meet their client’s accounting and financial planning needs and tax obligations by utilizing the latest technology and highly skilled professionals.  
  • Services:
    • Advisory
    • Audit and Assurances 
    • Accounting 
    • Tax Services 
    • Business Formation 
  • Types of Food and Beverage Clients:
    • Distributors and Retailers
    • Food and Beverage Manufacturers
  • Contact: Mohamed Dweidar, Founder and CEO

Aldrich Advisors

  • Company: Aldrich Advisors
  • Website: aldrichadvisors.com
  • Address: 5665 SW Meadows Road, #200, Lake Oswego, Oregon 97035
  • Firm Size: 100 to 500 employees
  • About the Firm: The food and beverage accounting professionals at Aldrich Advisors work closely with all levels of the food processing supply chain, from seed to table, to bring ideas and evaluate opportunities.
  • Services:
    • Audit, Review, and Compilation of Financial Statements
    • Benchmarking and Performance Criteria
    • Business Strategy and Planning
    • Business Valuation
    • Consulting on R&D Tax Credits and Export Incentives
    • Contract Compliance
    • Operational Reviews and Business Process Reengineering
    • Employee Benefit Plan Audit, Review, and Implementation
    • Planning for Business Transitions and Labor Gaps
    • Strategic Tax Planning and Assurance Services
    • Single Audit (formerly known as an A-133 Audit)
  • Types of Food and Beverage Clients: 
    • Food Processing Supply Chain 
  • Contact: Sam Buck, CPA, Senior Manager
  • Resources: 

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Calvetti Ferguson

  • Company: Calvetti Ferguson 
  • Website: calvettiferguson.com
  • Address: 700 Louisiana Street, Suite 2500, Houston, Texas 77002
  • Company Size: 100 to 500 employees
  • About the Firm: Calvetti Ferguson understands the challenges and changes the food and beverage sector has undergone and can provide solutions to give you a competitive advantage. They have experience across all types of food and beverage companies – from emerging brands to distributors to restaurant chains and the expertise to help you stay competitive and profitable.
  • Services:
    • Benchmarking Analysis
    • Budgeting and Forecasting
    • Business Tax Compliance
    • Buy- and Sell-Side Due Diligence
    • Buyer and Seller Representation
    • Cash Flow Analysis
    • Cybersecurity Check-Up
    • Employee Benefit Plan Audits
    • Financial Statement Audits, Reviews, and Compilations
    • Food, Labor, and Bar Cost Analysis and Profitability Studies
    • Inventory Management
    • M&A Transaction Advisory
    • Outsourced Accounting
    • Point-of-Sale Accounting Systems and Analysis
    • R&D Tax Credit Studies
    • Sales and Use Tax
    • Strategic Planning
    • Valuations 
  • Types of Food and Beverage Clients:
    • Small Local Businesses 
    • Large Chain Corporations
  • Contact: Tyler Forner, Tax Incentives Director (Houston)
  • Resources:

Chortek LLP

  • Company: Chortek LLP
  • Website: chortek.com
  • Address: Suite 305, Two Riverwood Place, Riverwood Drive, Waukesha, Wisconsin 53188
  • Firm Size: 50 to 100 employees
  • About the Firm: In business since 1947, Chortek LLP has worked with privately owned small to medium-sized business owners in manufacturing, distribution, transportation, real estate, food and beverage, and professional services industries, to name a few. While most of their clients are headquartered in Wisconsin, the team also serves businesses nationwide and internationally. As certified accounting, tax, and technology professionals, they aim to help their clients succeed in their businesses. 
  • Services:
    • Accounting and Advisory Services
    • Tax Planning and Compliance
    • Technology Solutions
  • Types of Food and Beverage Clients:
    • Bakeries
    • Beverage Distributors
    • Dairy Producers
    • Food Manufacturers and Packers
    • Suppliers of Ingredients and Equipment
  • Contact: Troy Campbell, CPA, Partner
  • Resources: 

GHJ (Green Hasson Janks)

  • Company: GHJ (Green Hasson Janks)
  • Website: ghjadvisors.com
  • Address: 700 S. Flower St., Suite 3300, Los Angeles, California 90017
  • Firm Size: 1,000+ employees
  • About the Firm: GHJ is a national advisory and accounting firm with employees in more than 25 states and clients worldwide. Its experts meet clients where they are and provide personalized service for nonprofits, food and beverage, entertainment and media, and health and wellness companies. Ranked as a Top-100 Firm, 7th Fastest-Growing Firm, and Top Regional Leader in the West by Accounting Today, GHJ helps its clients by focusing on building thriving businesses and creating a better future. 
  • Services:
    • Advisory Services 
    • Audit Assurance 
    • Profit Participation Services 
    • Search and Staffing 
    • Tax Services 
  • Types of Food and Beverage Clients:
    • Bakeries
    • Beverage Companies
    • Breweries
    • Bulk and Package Produce
    • Confectionary
    • Fresh Prepared Foods
    • Grocery Stores
    • Growers
    • Kitchenware
    • Meat Processing and Distribution
    • Packaged Goods Manufacturers and Distributors
    • Restaurants
    • Seafood Processing and Distribution
    • Seed Companies
    • Services and Catering
    • Tableware
    • Wineries
  • Contact: Donald Snyder, Partner
  • Resources: 

Marcum LLP

  • Company: Marcum LLP
  • Website: marcumllp.com
  • Addresses: 
    • Cayman Islands: Artemis House, 67 Fort Street 2nd Floor, P.O. Box 1748, Grand Cayman, Cayman Islands KYI-1109
    • China: 1 Guang Hua Road, Unit 2419-2422, Chaoyang District, Beijing 100020
    • Ireland: Boole House, Beech Hill Office Campus, Beech Hill Rd, Clonskeagh, Dublin
    • Singapore: 8 Marina View, Asia Square Tower 1 #07-05, Singapore 018960
    • United States: 730 3rd Avenue, 11th Floor, New York, New York 10017 (Headquarters) 
  • Firm Size: 3,000+ employees
  • About the Firm: The food and beverage industry is experiencing opportunities and challenges like never before. From economic ebbs and flows and regulatory developments to safety concerns and increased health consciousness, food and beverage companies must evolve with changing customer needs. Marcum’s Food and Beverage Services group has the knowledge and service capabilities to help businesses stay flexible with professionals who provide accounting, tax, and consulting services so that you can concentrate on the growth of your business.
  • Services:
    • Advisory Services 
    • Assurance Services
    • Tax and Business Services
  • Types of Food and Beverage Clients:
    • Agribusinesses
    • Distributors and Manufacturers 
    • Importers
    • Processors and Packaging
    • Restaurant Chains
    • Retailers
  • Contact: Louis J. Biscotti, Food and Beverage Services Leader
  • Resources:

Moss Adams 

  • Company: Moss Adams 
  • Website: mossadams.com
  • Addresses:
    • India: Office Number 04-133, Block L, Embassy Tech Village, Devarabisanahalli, Outer Ring Road, Bellandur, Bengaluru Karnataka – 560103
    • United States: 999 Third Avenue Suite 2800, Seattle, Washington 98104-4057
  • Firm Size: 5,000+ employees
  • About the Firm: Moss Adams advises clients at all intervals of development, from start-up to rapid growth and expansion to transition, collaborating on what’s important to them and their businesses. Delivering a full spectrum of accounting, consulting, and wealth management solutions, Moss Adams is immersed in the industries they serve. They contextualize engagements with guidance and insight tailored to each situation to help clients elevate their business performance.
  • Services:
    • Accounting 
    • Consulting 
    • Wealth Management
  • Types of Food and Beverage Clients: 
    • Beverages 
    • Confections and Sweets
    • Emerging Brands
    • Food Processors, Distributors, and Wholesalers
    • Grocers
    • Natural and Organic Products
    • Nutraceuticals and Wellness
    • Seafood Spices and Sauces
  • Contact: Jeff Fey, Partner
  • Resources: 

Perkins & Co

  • Company: Perkins & Co
  • Website: perkinsaccounting.com
  • Address: 1211 SW 5th Ave, Suite 1000, Portland, Oregon 97204
  • Firm Size: 100 to 500 employees
  • About the Firm: Perkins & Co’s mission is to be a solution for clients who want the services and sophistication of a large firm, with the continuity of engagement personnel, the personal attention, and the fast response times found in smaller firms. Their entrepreneurial spirit, excellent service, and proactive client approach have helped them become Portland’s largest locally-based accounting firm. Since 1986, Perkin’s has built an outstanding reputation by keeping their clients growing. And they have grown alongside their clients by expanding their offerings beyond traditional assurance and tax services. 
  • Services:
    • Accounting
    • Advisory and Litigation
    • Audit, Reviews, and Reports
    • International
    • Tax 
    • Valuation and Planning
  • Types of Food and Beverage Clients:
    • Brewers
    • Chefs and Restaurateurs 
    • Distillers
    • Winemakers 
  • Contact: Nicholas “Nick” Prelog, CPA, Shareholder
  • Resources: 

Plante Moran

  • Company: Plante Moran
  • Website: plantemoran.com
  • Addresses: 
    • China: Suite 806, Block 555 West Nanjing Road, Pacheer Commercial Center, Jing’an District, Shanghai, China PRC 200041
    • India: 7th Floor, Piramal Tower, Peninsula Corporate Park, Ganpatrao Kadam Marg, Off Senapati Bapat Marg, Lower Parel, Mumbai, India 400013
    • Japan: The Nihonbashi Daiei Building, Level 7, 1-2-6 Nihonbashi-Muromachi, Chuo-ku, Tokyo 103-0022 Japan
    • Mexico: Arq. Pedro Ramirez Vazquez, 200-13, 2nd Floor, Parque Corporativo Valle Oriente, Colonia Valle Oriente, San Pedro Garza Garcia, Nuevo Leon, Mexico 66269
    • United States: 3000 Town Center, Suite 100, Southfield, Michigan 48075 (Headquarters)
  • Firm Size: 3,000+ employees
  • About the Firm: Co-founder Frank Moran often referred to his firm as “a people firm disguised as an accounting firm” because people are at the core of everything Plante Moran does. Their seamless service, recognized expertise, and personal approach gives their clients clarity and confidence, no matter what’s next. In nearly 100 years in business, they’ve become one of the nation’s largest audit, tax, consulting, and wealth management firms, with over 3,300 professionals working in over 150 countries. 
  • Services:
    • Audit and Financial Strategy
    • Environmental, Social, and Corporate Governance
    • Mergers and Acquisitions
    • Operations Improvement
    • Smart Manufacturing and Industry 4.0
    • Strategy
    • Supply Chain Strategy
    • Tax
    • Technology, Data Analytics, and Cybersecurity
  • Types of Food and Beverage Clients:
    • Family-Owned, Private Equity-Owned, and Middle-Market Privately Held Companies
    • F&B Production, Processing, Packaging, Distribution, and Logistics Companies
    • Retail, Restaurants, and Franchises 
    • Growers, Confectioners, Breweries, Wineries, and Food Processors
  • Contact: Paul Edwards, Partner
  • Resources:

PKF O’Connor Davies

  • Company: PKF O’Connor Davies
  • Website: pkfod.com
  • Addresses:
    • India: 1st floor, Bhairav Milestone, AWFIS, Nehru Nagar, Wagle Industrial Estate, Mumbai, Thane 400604, India
    • United States: 500 Mamaroneck Avenue, Harrison, New York 10528
  • Firm Size: 1,000+ employees
  • About the Firm: The specialists at PKF O’Connor Davies have helped clients achieve their objectives for decades, ranging from start-ups to manufacturers and distributors, grocery stores and chains to import and export enterprises, and restaurants to breweries. In addition to providing exceptional attest and tax services, they support sound decision-making and risk management, strategic growth, and long-term planning. Advanced analytical and technological resources ensure clients are up-to-date on data, reports, industry benchmarks, and regulatory and compliance standards.
  • Services:
    • Accounting and Attest
    • Advisory Services
    • Financial Statement Management
    • Tax Preparation and Planning
  • Types of Food and Beverage Clients:
    • Breweries 
    • Distributors 
    • Grocery Stores and Chains
    • Import and Export Enterprises
    • Manufacturers
    • Restaurants 
    • Start-Ups
  • Contact: Paul Conniff, Partner

RDMS Group

  • Company: RDMS Group
  • Website: rdmsgroup.com
  • Address: 11 5th St, Unit 204, Petaluma, California 94954
  • Firm Size: 10 to 50 employees
  • About the Firm: RDMS Group’s specialty is restaurant financial oversight. What began as outsourced CFO and accounting services has organically grown to include a group purchasing organization and operational consultancy focusing on the full spectrum of the hospitality industry with an eye on bottom-line financials. RDMS Group concentrates on technologies that support the industry and are leaders in implementing the latest restaurant accounting, POS, and operations systems. 
  • Services:
    • Accounting Services 
    • Consulting 
    • Group Purchasing 
  • Types of Food and Beverage Clients:
    • Restaurants in the San Francisco area
  • Contact: Tom Rutledge, Founder and Managing Member

RSM

  • Company: RSM
  • Website: rsmus.com
  • Addresses: 
    • El Salvador: Calle Cortez Blanco #8 Urb. Madreselva Santa Elena, Antiguo Cuscatlán, La Libertad 20036
    • India: 5th Floor, iSprout Business Centre Pvt Ltd, My Home Twitza, Hitech City Road, Madhapur, Hyderabad, Telangana 500081
    • United States: 30 S. Wacker Drive, Suite 3300, Chicago, Illinois 60606 (Headquarters)
  • Firm Size: 17,000+ employees
  • About the Firm: Today’s F&B businesses face challenges requiring experience and deep industry knowledge to achieve results. Considerable changes in the consumer market have led to increased demands on infrastructure, operations, and existing technologies. The advisors at RSM have the experience to help navigate these changes, evaluate opportunities, and make choices that yield positive outcomes. Their team of audit, tax, and consulting professionals considers every business’s needs to develop and execute impactful enterprise solutions and ensure organizations can thrive in an uncertain future. 
  • Services:
    • Assurance Services 
    • Business Tax Services
    • Mergers and Acquisitions
    • Microsoft for Food and Beverage
    • Risk, Fraud, and Cybersecurity Solutions
    • Technical Accounting Consulting
  • Types of Food and Beverage Clients:
    • Distributors and Wholesalers
    • Growers and Packers
    • Processors and Manufacturers
  • Contact: Cristin Singer, Food and Beverage Leader
  • Resources:

SAX LLP

  • Company: Sax LLP
  • Website: saxllp.com
  • Address: 389 Interpace Parkway, Ste 3, Parsippany, New Jersey 07054
  • Firm Size: 100 to 500 employees
  • About the Firm: Sax has been working alongside companies from all segments of the food and beverage industry for over 65 years. Distributors, restaurants, franchises, and retailers turn to Sax to stay on top of the constantly changing environment, implement innovative growth strategies, reduce risk, increase efficiencies, and provide intelligent business solutions for improved profitability. From emerging brands to national and international organizations, Sax is equipped to give companies the superior support they need to stay at the forefront of the industry.
  • Services:
    • Audit and Accounting
    • Business Consulting
    • Benchmarking and Performance Metrics
    • Budgeting and Cash Flow Projections
    • Cash and Credit Management to Maximize Liquidity
    • Inventory Management and Analysis
    • Mergers and Acquisitions
    • Operational Analysis
    • Order Processing Efficiency
    • Quality of Earnings Report
    • Research and Development (R&D) Analysis
    • Succession and Estate Planning
    • Supply Chain Consulting
    • Tax Planning and Compliance
    • Valuations, Forensics, and Litigation
  • Types of Food and Beverage Clients:
    • Distributors
    • Restaurants
    • Franchises
    • Retailers 
  • Contact: Kathleen Alexander, Partner
  • Resources:

Sobel Co

  • Company: Sobel Co 
  • Website: sobelcollc.com
  • Address: 293 Eisenhower Parkway, 2nd Floor, Livingston, New Jersey 07039
  • Firm Size: 50 to 100 employees
  • About the Firm: The best way to understand a business is from the inside, so Sobel becomes entrenched in every company they serve. As part of their team approach, they share information internally with other departments so that businesses can benefit from the expertise of their entire top-tier accounting, tax, and advisory services. In a rapidly evolving food and beverage industry, having a partner with in-depth knowledge of issues, including competition, safety, and regulations, can be the recipe for success.
  • Services:
    • Cash Flow Management 
    • Evaluation of Financing Alternatives
    • Forecasts and Projections
    • Industry Benchmarking and Trend Analysis
    • Internal Control/Risk Management Assessments
    • LIFO Inventory Benefit Analysis
    • New Site Analysis
    • Succession Planning
  • Contact: Michael Laforge, CPA, CGMA, Member of the Firm
  • Resources: 

Weaver

  • Company: Weaver
  • Website: weaver.com
  • Address: 4400 Post Oak Parkway, Suite 1100, Houston, TX 77027
  • Firm Size: 1,000+ employees
  • About the Firm: Food and beverage companies face intense challenges due to increasing competition and rapid swings in economic conditions. Weaver drives value from data, keeps customer information safe, finds applicable tax credits, and offers ideas and insights that help set their clients apart. Clients turn to them for assistance with business process improvements, sales tax reviews, and efficiency and financial reviews. The professionals at Weaver have extensive experience in valuation, tax planning, succession planning, managing risk, and more to help clients pave the way to success while staying ahead of trends through data analysis.
  • Services:
    • Advisory
    • Assurance
    • Tax
  • Types of Food and Beverage Clients: 
    • Food and Non-Durable Goods Manufacturers and Distributors 
    • Hospitality Providers
    • Makers, Distributors, and Wine and Spirits Retailers
    • Resorts, Hotels, Casinos, and Specialty Properties
  • Contact: C.Colby Horn, Partner-In-Charge

Withum

  • Company: Withum
  • Website: withum.com
  • Addresses:
    • Cayman Islands: P.O. Box 1748, Grand Cayman Island KY1-1109
    • India: 165/2, Kalyani Magnum, 8th Floor, Wing A, Krishnaraju Layout, Doraisanipalya, Bengaluru, India 560 076
    • United States: 506 Carnegie Center, #400, Princeton, New Jersey 08540 (Headquarters)
  • Firm Size: 2,000+ employees
  • About the Firm: While exciting, running a business in the food and beverage industry can be challenging due to a new era of operations brought on by evolving consumer preferences, governmental regulations, and economic shifts. Keeping pace with these changes can impact the profitability of a business. Withum’s Food and Beverage Team works with companies hungry for growth and looking for innovative options to stay relevant within the marketplace while remaining true to their brand.
  • Services:
    • Customized ERP Software Solutions
    • Cybersecurity and Incident Response
    • Job Creation Tax Credits
    • M&A Advisory
    • Outsourced Accounting and Payroll
    • R&D Tax Credits
    • Work Opportunity Tax Credits
  • Types of Food and Beverage Clients:
    • Breweries
    • Distilleries
    • Food Processors 
    • Health Foods
  • Contact: Daniel Vukosa, Partner
  • Resources:
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