Growth Consulting for Wineries
Financial analysis, forecasting, and strategic planning to move your business forward.
Your accountant may be your ideal partner in planning your strategic path forward.
True, accounting may be fundamentally backward-looking. But having a deep understanding of historical trends is key when looking to the future.
Our Winery Consulting services are a cross between fractional CFO services and management consulting. We start out by building a complete financial plan for your winery, including sales forecasts, production budgets, cash flow plan, and return on investment. Then we work with you on an ongoing basis as you journey through your plan and toward a thriving winery business.
Get an outside perspective.
Our extensive industry experience can lead to insights on key business decisions.
Create a game plan.
Winery business planning is not for the faint of heart. But don’t try and move forward with your eyes closed.
Work with an accountability partner.
You’ll get more than a report that you just shove in a drawer and forget. We offer an ongoing relationship that evolves along with your business.
We can advise on:
Managing cash flow
Getting to breakeven
Stabilizing and improving your bottom line
Minimizing tax liability
Improving your processes
Optimizing your technology stack
Building a team
How Winery Consulting Works
Our key deliverable is a customized 3-year financial plan for your business.
A lot goes into this plan: we work together to examine historical trends and the current situation, to set goals for change, and then to turn your vision into a detailed plan. This plan is built line-by-line, in numbers and metrics that we can track against every month.
After your winery financial plan is complete, we can continue to work together on a monthly or quarterly basis.
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“I have never been more comfortable with an accountant in the fifteen years of being in the wine business.”
Therese Martin, Martin Ranch Winery
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“They gave us the information that would help us grow our business and make good decisions.”
Brett Pittsinger, Bad Granny Cider
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“The perfect fit for our business. They fill the one significant gap we have in our leadership team. I couldn’t be more thrilled.”
Alan Holtzheimer, Silver Bell Winery
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The depth of experience was a great source of comfort and stability as we considered some crossroads decisions with our winery.
Luke Evans, Tunnel Hill Winery
