Due Diligence Guide · Brewery & Craft Beverage

Due Diligence for Acquiring a Craft Brewery or Beverage Business

A structured framework covering licensing, distributor relationships, equipment condition, and revenue quality before you close on a craft beverage acquisition.

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Acquiring a craft brewery involves far more complexity than a typical small business deal. Buyers must evaluate TTB and state licensing transferability, distributor agreement terms, equipment replacement risk, and a revenue mix spanning taproom, wholesale, and events — all before committing capital at 2.5x–4.5x EBITDA multiples common in this fragmented, $28B market.

Brewery & Craft Beverage Due Diligence Phases

01

Phase 1: Licensing, Compliance & Legal Review

Verify that all federal and state permits are clean, current, and transferable to new ownership without regulatory delay or deal-blocking violations.

TTB Brewer's Notice & Federal Permit Statuscritical

Confirm the federal TTB Brewer's Notice is active, violation-free, and understand the new-ownership notification process required before closing.

State Brewery & Taproom License Transferabilitycritical

Review each state license for change-of-control provisions, transfer timelines, and any pending regulatory actions that could delay or block the acquisition.

Distributor Agreement Change-of-Control Clausescritical

Audit all distribution contracts for consent requirements, termination rights triggered by ownership change, and exclusivity terms affecting post-close revenue.

02

Phase 2: Financial Quality & Revenue Analysis

Assess true normalized EBITDA by channel, validate COGS structure, and identify personal expenses or non-recurring items distorting reported profitability.

Channel-Level Revenue Breakdown & Stabilitycritical

Separate taproom, wholesale distribution, events, and merchandise revenue over 3 years to assess mix stability and identify over-dependence on any single channel.

Cost of Goods Sold & Gross Margin by Productimportant

Analyze raw material costs for hops, malt, cans, and CO2 alongside packaging and labor to validate gross margins by SKU and distribution channel.

Owner Add-Back & Expense Normalizationimportant

Identify commingled personal expenses, above-market owner compensation, and non-recurring costs to calculate a defensible adjusted EBITDA for deal valuation.

03

Phase 3: Operations, Equipment & Key Person Risk

Evaluate physical asset condition, operational documentation, and the degree to which the business can run independently of the founding brewer post-close.

Equipment Condition & Replacement Cost Assessmentcritical

Commission a professional appraisal of fermenters, canning lines, cold storage, and glycol systems to quantify deferred maintenance and near-term capex exposure.

Brewing SOPs & Recipe Documentationimportant

Verify that all core recipes and brewing processes are documented in transferable SOPs, reducing key-person risk tied to the founding brewer's institutional knowledge.

Management Depth & Key Employee Retentionimportant

Identify whether a head brewer, taproom manager, or operations lead exists who can run daily operations, and assess retention risk for those individuals post-acquisition.

Brewery & Craft Beverage-Specific Due Diligence Items

  • Verify that all distributor agreements include a right-of-assignment clause or written consent process that supports a clean ownership transfer without account loss.
  • Request a complete TTB excise tax filing history for the past 3 years to confirm compliance and identify any underpayment exposure that transfers with the assets.
  • Obtain a cold storage and draft line maintenance log to assess whether taproom infrastructure meets health code requirements and has been serviced regularly.
  • Analyze taproom foot traffic trends, loyalty program membership data, and event revenue seasonality to validate recurring on-premise customer demand.
  • Review raw material supplier contracts for hops, malt, and CO2 to assess pricing lock-ins, volume commitments, and supply continuity risk post-acquisition.

Frequently Asked Questions

Can a brewery's liquor license be transferred to a new owner during an acquisition?

Most state brewery and taproom licenses require a formal transfer application or new-owner application. Timelines vary from 30 to 180 days depending on jurisdiction, making early regulatory engagement critical to avoid post-close operational gaps.

What EBITDA multiples should buyers expect when acquiring a craft brewery?

Lower middle market craft breweries typically trade at 2.5x–4.5x adjusted EBITDA. Taproom-heavy operations with stable traffic command higher multiples; wholesale-dependent businesses with declining accounts or aging equipment trade toward the lower end.

How do I assess whether distributor relationships will survive a change of ownership?

Review each distribution agreement for change-of-control provisions and request introductions to key distributor reps during diligence. Relationship strength and contract transferability are both factors; earnouts tied to wholesale retention can protect buyers post-close.

Is SBA financing available for craft brewery acquisitions?

Yes. Craft breweries are SBA 7(a) eligible, with lenders typically financing 80–90% of the purchase price. Buyers should expect a 10% equity injection, strong personal credit, and 3 years of clean business financials to qualify for approval.

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