Savor Your Achievements

Industry consolidation, competition, direct-to-consumer sales strategies, and risks around smoke exposure and climate change are rapidly shifting the wine industry landscape.

To keep your business moving forward, you need proactive strategies across your operations—from tax planning to sales and distribution, business transition, and acquisition and exit planning.

Discover how our industry-focused solutions can help your business stay ahead of change and focus on what matters most: making and selling great wine.

Conquer Industry Challenges

From tapping into consumer data to exploring smoke exposure mitigation processes while protecting your personal finances, prepare your business to seamlessly confront issues and seize emerging opportunities.

Develop Strategic Tax Planning

Wineries frequently overlook how proactive tax plans can help significantly bolster finances. A strong, industry-focused tax strategy can help identify potential tax opportunities to take advantage of areas where you could reduce your tax exposure.

How you structure your entities and the accounting methods you select fundamentally impact your tax planning. Invest time up front on those decisions to help mitigate your tax bill and protect and make the most of your assets.

We can help up build a tax strategy customized to the specifics of your business needs with R&D Tax Credits, Disaster Relief Tax Credits, Tangible Asset Incentive Services, and more.

Implement Dynamic IT Systems

Leverage the power of IT solutions to help boost your operational efficiencies through access to comprehensive, synchronous views of your entire business. Illuminate vital data—like direct-to-consumer and wine club management, financial statistics, and personnel activities—to transform your business into a collaborative, data-driven organization.

It’s also crucial to strengthen your cybersecurity measures to prevent and mitigate costly cyberattacks—especially for businesses with growing e-commerce presences that collect sensitive customer data.

Test or enhance your tech standing with our Enterprise Systems Consulting, IT Development & Integration, IT Assessment & Planning, Cybersecurity Consulting, IT Compliance Services, and more.

Access Capital

Cash is key to grow and expand your business as the industry evolves, especially as businesses look to grow their e-commerce, retail sales, and direct-to-consumer presence. Knowing your cash flow can help you proactively plan for the next phase of your business and free you from worries that you won’t have the resources to execute your vision.

To secure outside financing, owners and executives need access to reliable and accurate financial data that can be used to meet financing requirements. We can help you compare interest rates, fees, and other associated costs to determine the best fit for a company’s needs.

Ahead of meeting with and selecting banks or other financial partners, it’s crucial to organize data and properly position the company to help increase your chances of securing financing.

Find ways to access capital with our Valuations, Strategy & Operations Consulting Services, and more.

Pursue Innovation

Businesses resistant to innovation will find themselves left behind, especially as wineries seek to establish presences in new regions or markets. Realizing new endeavors or creating new products and processes—such as methods to alleviate smoke exposure, reduce emissions, drive energy efficiency, and design new packaging—can come with significant costs to your operations.

Fortunately, tax credits that reward research and development, property expansions, and other opportunities can help offset these expenses.

Confidently pursue your business goals with our R&D Tax Credits, Cost Segregation, Strategy & Operations Consulting Services, and more.

Start Transition Planning

Privately-held business owners face financial and personal challenges when contemplating how to best preserve precious assets for future management and generations.

Transition planning is a complex process that should begin years before a planned turnover date and not in response to specific events.

Confidently plan for your next business phase and shape your legacy with our Individual Financial Planning, Organizational Planning, Succession Planning Consulting Services, and more.


AVA Valuations for Vineyards

Offset tax liabilities in the years following a vineyard purchase if you bought property in the Napa Valley or other prestigious areas through an American Viticultural Area (AVA) valuation.

Cost of Goods Spotlight

Your winery’s profitability is driven by two factors: the amount it costs to make and sell your wine and the price you charge consumers for it.

Cost of goods sold (COGS) is a key metric to help evaluate your winery’s performance and its profit margins. Dive into crucial insights you need to know about COGS in our article series.

Valued Industry Perspectives

As the largest accounting, consulting, and wealth management firm headquartered in the West, our professionals are rooted in the country’s most prominent wine regions of California, Oregon, and Washington—and emerging winegrowing regions like Texas—while also serving clients nationwide.

Deeply immersed within the wine industry, our professionals appreciate the nuances of your operations and challenges as many helped run, grow, and operate premiere wineries during their careers.

We deliver forward-thinking business solutions, taking time to discern your unique business needs and anticipating how they may be impacted by the changing industry. We understand the operational challenges wineries face and essential success factors, such as compliance and regulatory issues, managing costs, building successful brands, and selling to consumers effectively.

Our clients aren’t the only industry leaders who look to us for guidance. We frequently collaborate with influential industry organizations such as the Wine Institute, California Association of Winegrape Growers, Oregon Wine Board, Washington Association of Winegrape Growers, Family Winemakers of California, Sonoma County Winegrowers, Napa Valley Vintners and Grape Growers Associations, Washington Wine Industry Foundation, Women for Winesense, and Texas Wine and Grape Growers Association.


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