Industry Expertise

Practice Focus

Biography

Bill has been working with clients in the wine industry for more than 25 years, and has been solving operational challenges for vineyard and winery clients since 2006. He works with owners and managers to successfully develop and manage their winery operations and build their brands, providing guidance in strategic planning, sales and marketing, and winery and vineyard production and development.

Prior to joining Moss Adams, Bill held executive management positions leading and running estate winery operations ranging from start-ups and turnarounds to highly successful winery businesses. Earlier in his career, he was a lender and an appraiser with Farm Credit, where he was involved with large, complex loans and financing a diverse array of agricultural operations, including vineyard, winery, dairy, cattle, rice, hay, row, tree fruit and nut crop operations.

Selected Publications

  • "11 Ways to Build Your Winery Business Value and Prepare for a Transaction" (Wine Business Monthly, December 2014)
  • "How to Select Software for the Winery" (Wine Business Monthly, July 2014)

Selected Speaking Engagements

  • Benchmarking Your Vineyard and Winery Business
    (Santa Lucia Highlands Wine Artisans Association, June 2015)
  • California Stormwater Permit Compliance
    (Family Winemakers of CA Webcast, May 2015)
  • Vineyard Planting Trends & Emerging Pre-Plant Strategies
    (Vineyard Economics Seminar, May 2015)
  • How to Stand Out in a Crowded Market
    (North Bay Business Journal’s Annual Wine Industry Conference, April 2015)
  • Business Strategies and Tools for Utilizing Valuable Water Resources
    (Family Winemakers of California Webcast, August 2014)

Education

  • BS, animal science, University of California, Davis
  • MBA, Pepperdine University