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Wine Industry Consulting Experience

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Family Vineyard and Winery – 12,000 cases annual production – Part-time CFO

  • Multiple varietals, own and operate vineyard and custom crush operation – US distribution

  • Assisted with strategic planning, cash flow forecasting and financial projections

  • Trusted advisor to family, led bank financing and equity capital raising activities

 

Importer and Distributor– 170,000 cases annual sales – Part-time CFO

  • Imports wine from key global producers, producer of branded California wines

  • Responsible for month-end closing process, financial reporting and projections

  • Regular interface with bank and investors

 

Vineyard and Winery – 3 million cases annual production – Financial Advisory

  • Multiple varietals, own, operate and lease vineyards –US and international distribution

  • Assistance with month-end closing process, review of monthly results

  • Special projects included coordination of tax enhanced financial reporting

 

Family Wineries – 30,000 cases annual production – Financial Advisory

  • Two wineries with three brands producing varietals across several price points – US distribution

  • Prepared an assessment of winery operations, management and financial capabilities

  • Advisor to family on evaluating various strategic options for the wineries, assisted with sale process

 

Family Winery – 275,000 cases annual production – Financial Advisory

  • Multiple varietals – Bulk to bottle – US and international distribution

  • Advisory services focused on improved accounting accuracy and forecasting

  • Assist with month-end closing, enhanced financial reporting and cash flow forecasting

 

Family Vineyard and Winery – 100,000 cases annual production – Financial Advisory

  • Multiple varietals – own and operate multiple vineyards – US distribution

  • Assistance with developing strategic plan and financial projections

  • Facilitated succession planning and corporate governance issues, Controller recruitment

 

Vineyard and Winery – 28,000 cases annual production – Financial Advisory

  • Multiple varietals, own and operate vineyards –US and international distribution

  • Performed assessment of accounting and finance function for improved performance and accuracy

  • Provided ownership with series of recommendations to improve accounting operations and systems

 

Family Vineyard and Winery – 25,000 cases annual production – Financial Advisory

  • Multiple varietals, own and operate vineyard – US and international distribution

  • Worked with management team on development of multi-year strategic plan including asset sales

  • Serve as advisor and Executive Coach to President

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Vineyard and Winery – 25,000 cases annual production – Financial Advisory

  • Multiple varietals, own and operate vineyards –US and international operations

  • Worked with management team on development of multi-year strategic plan

  • Provided assessment of accounting operations and systems

 

Family Vineyard and Winery – 3,000 cases annual production – Financial Advisory

  • Multiple varietals, own and operate vineyard – US direct-to-consumer only

  • Assisted with strategic planning, cash flow forecasting and financial projections

  • Advisor on ownership succession planning

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