Helping Food & Beverage Entrepreneurs Turn Business Ideas into Reality
Our Food and Beverage specialty practice was borne from a passion for the industry by Partner and Wealth Advisor, David Spungen — a former professional chef. The Food and Beverage Industry — whether in hospitality, consumer packaged goods, or food tech — presents entrepreneurs with opportunities at each stage, from launch and expansion to product development. There can also be significant financial and operational challenges for midsize businesses, including raising capital, recruiting and hiring key employees, and sourcing vendors and service providers. RegentAtlantic partners with you every step of the way.
Components to Building a Financial Foundation
As business owners ourselves, we understand these challenges. We work with our clients to build a financial plan to help individuals and families work towards their long-term goals, and we assist in assembling a team of professionals to help prepare you for the complexities of wealth creation, including tax and accounting, trust and estates, and insurance. With that team in place, and a well-developed financial plan, entrepreneurs can be better prepared for a liquidity event from the sale or other monetization of their business.
The community David has created through signature events brings together like-minded entrepreneurs, service providers, and investors to connect and collaborate. If you would like to stay abreast of the food and beverage industry or simply want to read about our activities, we encourage you to sign up for our newsletter.