Wine

Complete our Wine Industry Financial Benchmarking Survey.

Click here to take the survey.

Better Data for Better Business

We’ve partnered with American AgCredit, Heffernan Insurance Brokers, and Turrentine Brokerage to bring you the 2017 Wine Industry Financial Benchmarking Survey.

Your Participation is Key
After all, the better data we collect, the better insight we can provide to you and others.

About the Survey
Available in October 2017, the compiled report will be a useful tool for wineries and vineyards in California, Oregon, and Washington to measure their businesses against industry leaders and prepare their strategies for the years ahead.

The confidential results will be significantly more financially focused than the 2015 version—including common-sized financial statement information—and will provide insights on a range of topics, from sales and production data to operating and financial metrics by region. Specific topics covered will include:

  • Sales and production data with trend analysis
  • Viticulture data and grape market trends
  • Capital improvements and development activities
  • Sell-through and discounts by sales channel and region
  • Operational data by region
  • Forecasting and planning

Participant Confidentiality
All submitted data is held in strict confidence. The raw data and associated participant identities are accessible only to authorized Moss Adams survey staff.

Only aggregate data is disclosed in the statistical reports and other analyses, and it’ll only be aggregated in groupings that have a sufficient number of participants to ensure the information of any individual participant isn’t disclosed.

Questions?
For questions or assistance with the survey, please contact William Vyenielo at (707) 508-3821.

Cosponsors
Moss Adams is one of the largest accounting, tax, and consulting services firm in the nation. Moss Adams is the business partner of choice for more than 300 wineries and vineyards, and our Santa Rosa and Napa offices serve as the headquarters of the firm’s wine industry practice.

American AgCredit was founded in 1916 and is the 6th largest Farm Credit lending cooperative in the United States with assets in excess of $7.3 billion with more than 18 percent of that portfolio in wine grapes and wineries. As part of the Farm Credit System, American AgCredit specializes in providing financial services to farmers and ranchers as well as to capital markets and agribusiness operators across the country.

Heffernan Insurance Brokers offers tailored risk management strategies that guide CFOs in identifying how much risk their company should transfer or retain. Cutting edge strategies are explored during a proprietary risk management audit process that CFOs say is a pathway to helping clients increase their pretax profits.

Turrentine Brokerage is the leading brokerage firm for growers, wineries, and financiers in wine grapes from California and bulk wines from California and around the world. It’s a reputable source for exclusive and superior market information with over 40 years of service and the industry’s most experienced team of brokers and analysts.

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