Consumer Goods

Working with Consumer Goods Companies

Consumer goods companies need an advisor that can align with their needs and help to navigate pressing issues. We have an extensive history of working with consumer product clients from a broad spectrum of sectors, including manufacturing and distribution, wholesale and retail. Within those industries, a large portion of our clients are within the food and beverage industry. Because of our experience, we understand the challenges that keep you up at night, such as growth and capacity, sourcing, financing, expansion and an exit strategy. We will partner with you to develop an improved and more reliable financial reporting platform and the necessary tools to achieve better financial results.

We provide you with a complimentary industry benchmark analysis to identify which areas to focus on, to improve financial performance and drive up your valuation. Additionally, our budgeting and forecasting services help you plan ahead, and drive your cash flow up, further impacting your valuation. We help you identify key performance indicators to drive continuous improvement. We advise you regarding acquisitions of other businesses to complement your own. We assist you with exit planning and developing a plan to achieve your long term goals.

Using a broad variety of accounting and compliance tools, we help you increase visibility of your financial performance, drive profit up and remain competitive in a changing marketplace. While we tailor our services to your specific needs, we can provide you strategies for:

  • Financial statements audits, reviews or compilations
  • Multi-state tax filings
  • Budgeting and forecasting, and profitability sensitivity analysis
  • Cash flow management
  • Incentive compensation plans
  • Inventory management and control
  • Mergers and acquisitions
  • Business succession planning
  • Income tax credits

 

Sub-Industries Served:

  • Manufacturing and Processing
  • Distribution
  • Wholesale
  • Food & Beverage
  • Wineries
  • Apparel

DZH Phillips is a proud sponsor of the Northern California business community, including active involvement with:

For more information, please contact Larisa Rapoport at 415-624-2240 and lrapoport@dzhphillips.com

It has been great working with our team at DZH Phillips. From the start they have taken the initiative to go above and beyond what we have come to expect from a typical CPA firm. As one of the largest wineries in California we run into countless complex tax and financial situations, and Larry and the team have always been up to the challenge to meet them. Their unique combination of knowledge, resourcefulness and competence gives us the confidence we need that they are at the forefront of tax expertise in the wine industry.

Curt Craven, Cline Cellars, Inc.

I have worked with Larisa and the team at DZH Phillips with two separate companies, one in professional services, the second in contract manufacturing. We have engaged DZH Phillips for audit and tax services in addition to advisement on corporate structure, deal planning as well as tax strategies for the owners and principals of the companies. The holistic approach provided by the DZH Phillips team is a key attribute to our partnership and the value derived from the relationship.

Tim Malone, G. Hensler & Co.