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AHEAD OF THE CURVE: HOW EARLY ADOPTERS SHAPED THE FUTURE BEFORE THE WORLD TOOK NOTICE
December 6, 2023 "IF I HAD ASKED PEOPLE WHAT THEY WANTED, THEY WOULD HAVE SAID FASTER HORSES."– HENRY FORD IT’S BEEN A JOURNEY The August 5, 2024, edition of Barron’s Up & Down Wall Street column was titled “How Whole Foods Revolutionized the Way America Eats”....
LIFE AFTER INFLATION OR WHAT HAPPENS WHEN I CAN NO LONGER TAKE PRICE
December 6, 2023 "LEARN THE FUNDAMENTALS OF THE GAME AND STICK TO THEM. BAND-AID REMEDIES NEVER LAST."– JACK NICKLAUS NO REST FOR THE WEARY The health and wellness industry has faced considerable challenges over the last many years. At an industry level, companies and...
The New M&A Calculus – December 2023
December 6, 2023 "IT IS A JOKE IN BRITAIN TO SAY THAT THE WAR OFFICE IS ALWAYS PREPARING FOR THE LAST WAR." – WINSTON CHURCHILL HUMAN BIASES Humans have inherent hard-wired biases that significantly influence our behavior. In business this is manifested in multiple...
The Rise of Culture and Media in the Health and Wellness Industry – Part 3 of 3
June 23, 2023"CELEBRITY ENDORSEMENTS DON'T JUST PUT A FACE ON A BRAND, THEY PROVIDE A VOICE THAT MILLIONS OF PEOPLE TRUST AND BELIEVE IN. THAT'S WHY IT'S CRUCIAL FOR BUSINESSES TO FIND THE RIGHT MATCH AND LEVERAGE THAT POWER RESPONSIBLY." – OPRAH WINFREY, MEDIA MOGUL...
The Rise of Culture and Media in the Health and Wellness Industry – Part 2 of 3
May 25, 2023 "BROUGHT TO YOU BY THOSE WHO DRINK IT" – CASAMIGOS TEQUILA, GEORGE CLOONEY CO-FOUNDER LEVERAGING CULTURAL CAPITAL A NEW PARADIGM FOR HEALTH AND WELLNESS In today's dynamic and rapidly evolving consumer market, the concept of “cultural capital” is playing...
The Rise of Culture and Media in the Health and Wellness Industry – Part 1 of 3
May 25, 2023 A Three-Part Series Using high-profile and famous people to add validity to a brand and increase sales has been around since Royal families allowed their suppliers to add “Royal warrants” to their products centuries ago. In the 1880’s actor and socialite...
Health and Wellness Inflation Pivot – Nov 2022
November 30 , 2022 VMS AS A PROXY Back in October Wellvest wrote: “Historically during these periods[of high inflation and a protracted economicslowdown]consumers have moved down market to more affordable offerings, including more value-oriented brands and private...
How the Economy Impacts Health and Wellness
October 4 , 2022 HOW THE ECONOMY IMPACTS HEALTH AND WELLNESS PERSPECTIVES ON INFLATION AND RECESSION ECONOMY IN TRANSITION There is an old quip in New England that if you don’t like the weather just wait afew minutes, it will change. Seems like this is a good...
Paths to Retail Success – What Incentive is Your Brand Providing
August 3 , 2021 AN EMBARRASSMENT OF RICHES At the start of the natural foods movement in the 1970’s the options for health-conscious consumers was very limited. The products that were available in the “natural” category in many cases did not taste all that great when...
Articles & Videos
GREG RUSH FOUNDER AND PARTNER AT DUNN RUSH & CO.
November 12, 2021FEATURED GUEST ON THE HERITAGE FINANCIAL WEBINAR“IS THE WINDOW FOR SELLING MY BUSINESS CLOSING”Wellvest is pleased to present you with this informative webinar conducted October 25, 2021 It’s been a seller’s market for business owners for the last 10+...
Scott Becker Host of Private Equity Podcast: Guest David Thibodeau Managing Director of Wellvest Capital
Wellvest is pleased to present you with two informative, entertaining and at times humorous podcasts. Each time David is interviewed by the engaging and knowledgeable host of the “Private Equity Podcast”, Scott Becker. In the FIRST podcast hear David and Scott...
The Impact of COVID-19 on an Owner’s Decision to Sell in 2021
Feb 3, 2021 Given everything that happened in 2020, many business owners have found themselves thinking about the potential timing and preparation for selling or exiting their companies. Some business owners have had to delay timelines for a sale due to the impact of...
The natural products industry was built for this moment
Pandemic highlights strengths of wellness brands and the investors who back them. By David Thibodeau, Wellvest Capital AUGUST 2020 The world has changed dramatically since March, and there is more to come. The pandemic is changing how people live, interact with each...
Special Report – Assessing the Financial Impact of COVID-19 on a Business Transaction
June 16, 2020 SPECIAL REPORT Wellvest is very pleased to share with you this very timely report from Dunn Rush and Co.’s results of a recent survey of leading Accounting firms regarding the impact of COVID-19 on business transactions. The results are on point and...
