UNDERSTAND
HOW TO SELL A WHISKY ACQUISITION
Supporting clients in Westminster, London and elsewhere in the country, Cartwright Jenson Group Ltd is here to help you choose the right assets, and the right exit strategy when it’s time to sell. Speak to our consultants today to discuss your portfolio options.
The whisky market can experience fluctuations, and it’s essential to stay informed and monitor market trends.
TRUST US TO HELP YOU
buy and sell your collection
Whether you are looking to buy, or have decided now is the time to sell, it’s important to have an effective strategy in place, to minimise delays, reduce risks, and to help ensure you get a solid return on your purchase.
Based in Westminster, Cartwright Jenson Group is a responsible consultancy firm, experienced in creating tailored buying and exit strategies for clients throughout the capital and beyond. Take a look at our recommended journey, or speak to our helpful team of portfolio managers.
OUR RECOMMENDED
acquisition strategy
1
Initial consultation
Initial consultation. This will act as an introduction to one of our experienced portfolio managers. They will assess your portfolio, while demonstrating the whisky market characteristics and benefits. They will cover taxation, returns, and current risk levels.
Recommended offering
After your consultation, you will be advised on a bespoke acquisition, that aligns with the purpose of diversifying your portfolio into alternative markets. This will give you options to choose which cask will act as the best vehicle for your medium to long-term goals. Your dedicated portfolio manager will be there to ensure all questions are answered, and that you are in the best position to proceed.
Proceed with an offer
Once you have verbally accepted our recommendations, you will receive an educational onboarding pack, that will give you all the knowledge on your new acquisition covering the following:
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Certificates of authenticity
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Distillery and origin of your casks
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Volume
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Market performance
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Storage legalities such as AML documents and insurances
Payment
Once the agreement is signed and the relevant documentation is sent back to us we will issue payment details for you to make payment. This can be done by debit or credit card or via bank transfer.
The best part!
Once all parts of the acquisition have been successfully completed, you will receive your trader’s welcome pack, with all details confirming ownership of your portfolio’s new addition. As the whisky market is considered an ‘armchair acquisition’ all you have to do now is sit back and watch your assets, until we provide an exit strategy to sell and enjoy what will hopefully be very healthy returns.
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NEED
an alternative?
If the above plan would not suit your current portfolio or situation, our consultants will be more than happy to discuss the alternatives. As each portfolio is different, we recommend speaking to our team directly. Once we have discussed your current portfolio, we will then support you in choosing the best path, whether you want to increase or decrease your assets.
GET THE RIGHT ADVICE
when it’s time to sell up.
Contact our Westminster-based team today
020 3411 8101
