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Upcoming Seminars Homestudy Courses General Information

Increasing the Value of a

Wine Business

November 8, 2012 -- Napa, CA

Overview

Agenda

Faculty

Credits

Fees

Location

Brochure

Register

Overview



Order today and get 50% off downloadable products or 25% off printed homestudies.
Downloadable content must be viewed by November 8, 2013.

Prices currently listed on the website reflect the discount.

The wine industry has experienced considerable change over the past few years as the importance of growing total business value has become an increasing priority. Whether the goal is family legacy or eventual sale and exit, owners and operators are aligned in the need to optimize the value of their brands, distribution systems and operating platforms in addition to their estates and hard assets. Unlike many staple commodities, wine is an affordable luxury and every brand must differentiate itself on multiple levels appealing to the discretionary purchasing behavior of consumers. Understanding the many drivers of value and how to effectively influence them will benefit owners, senior managers, professional service providers and estate planning specialists.

Thank you to the Seminar Sponsor Wines and Vines and to the Reception Sponsors Houlihan & Jones and Zepponi & Company.


Seminar Sponsor:




We have recently changed our On Demand program so attendees
can view across more platforms. Check the new system requirements.














Check the credits section for homestudy credits available for the On Demand.
This seminar must be downloaded and viewed before it expires on November 8, 2013.
For questions call 800-574-4852 or email to info@theseminargroup.net


Credits: See the credit section for full information
CA CLE - 6.25 General CLE Credits

Who Should Attend:
Attorneys
Winery Owners and Operators
Farmers and Vineyard Managers
Land Use Professionals
Architects and Engineers
Finance Professionals
Government Officials
Anyone Involved with Winery Business Valuation







Agenda

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Thursday, Nov. 8, 2012
9:00Introduction and Overview
Houlihan & Jones
President
Zepponi & Company
9:10Understanding Values in a Wine Business
Valuation Metrics; P&L, Balance Sheet and Cash Management; Valuing Equity, Real Estate, Inventory, Equipment, Business Analytics
Hemming Morse LLP
Zepponi & Company
10:00Break
10:15Strategies and Best Practices to Increase Wine Business Valuation
Operating Practices: Developing the Team; Managing Toward Financial Benchmarks; Managing the Selling and Marketing Process; Business Intelligence; Brand Building; Establishing and Expanding Goodwill; Valuable Wine Brands and Why
SVP, Sales & Marketing
Rodney Strong Vineyards
Sr. Vice President
Purple Wine Company
11:45Lunch (on your own)
1:00Market Strategies That Increase Brand Value
Identifying Important Target Markets; Types of Distribution – Three Tier, Direct; Selecting the Right Distribution Mix for the Brand
   • Wholesale: Working with Distributors to Create Effective Marketing Strategies; Developing Distribution Channels;      Understanding Wholesaler Distribution Options; Retaining Valuable Retail Customers as the Business Develops;      Using Marketing Alliances Effectively
Cameron Hughes Wine Company
   • Consumer Direct: E-commerce; Customer Relationship Management, (CRM); Integrated Selling Strategies –      Web, Auction, “Flash”, Telemarketing, Tasting Room, Wine Club, Catalogue; Compliance; Logistics
Founder/Board Member
Wine Shop at Home
VinoPRO
2:30Break
2:45Valuation Pitfalls
Challenges Posed by Unrealistic Owners' Expectations; Wine Inventory; Working Capital Adjustments; Contracts and Leases; Real Estate
President
Zepponi & Company
3:15Leveraging Capital to Build Value
Use of Working Capital and Financing to Bring Your Operation to the Next Level
Ackrell Capital LLC
Zepponi & Company
4:00Case Studies and Panel Discussion: The Wine Business Sales Experience
Lessons Learned From Successful Founders Whose Businesses Have Attracted Strategic and Investor Interest: Value Growth Culture, Allocating Resources For Maximum Value, Appealing to Acquirers and Investors, Managing the Transition, Tax Considerations
Purple Wine Company
GreatThinks/Houlihan & Jones
5:00Reception ~ Sponsored by:
6:30Adjourn






Faculty

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Martin A. Jones, Program Co-Chair, a partner with Houlihan & Jones and President of Artisan Source LLC, has more than 25 years of sales, marketing and general management experience. He has also worked with Barefoot Cellars, implementing value enhancement programs.

Mario Zepponi, Program Co-Chair, President of Zepponi & Company, has extensive experience performing brand, winery and vineyard valuations, as well as negotiating and structuring purchase, sale, and lease transactions.

James A. Andersen, CPA/CFF/ABV, ASA, is a partner with Hemming Morse LLP. Over the last 30 years, his focus shifted from his extensive tax background to business valuation, financial consulting, and the forensic consulting arena.

Dennis Carroll is President of Purple Wine Company, which produces the brands Avalon, BEX, Blue Jean, Mark West and Rock Rabbit. He is also President and Chief Operating Officer of custom vintner Sonoma Wine Company, which has seven North Coast facilities.

Carmen Castaldi is Senior Vice President of Sales and Marketing with Rodney Strong Wine Estates. He is responsible for overseeing sales and marketing operations, and has also led his team to successfully transition the purchase and repositioning of the Davis Bynum brand.

George Coope, a partner with Ackrell Capital LLC, has more than 20 years of investment banking and advisory experience with branded consumer companies and retailers. Prior to joining Ackrell Capital, he was Executive Vice President of Demeter Group.

Matt Franklin, CPA, CFA, a principal with Zepponi & Company, has over 15 years of corporate finance advisory experience, including mergers and acquisitions, equity and debt financings, valuation, and technical accounting.

Michael C. Houlihan is Managing Partner of Great Thinks, a wine and products consulting firm specializing in brand creation, development and marketing concepts. He is also Founder, President and CEO of Barefoot Cellars, a Market Watch’s Hot Brand for four years running.

Ron Janowczyk, Senior Vice President of Sales of Purple Wine Company, is responsible for distribution, sales, and sales management. He was previously Central Regional Manager, National Programming and Pricing Manager, and President of Artisan & Estates for Kendall Jackson.

John F. Lynch is the founder, and a Board Member, of Wine Shop at Home.

Doug Rogers, Chief Operating Officer of Cameron Hughes Wine Company, has been in the wine industry for over 25 years. He has worked with wineries in France, Italy, Chile and Australia in the development of their wines for the U.S. market.

Jeff Stevenson is President and CEO of VinoPRO, which he founded in 2007. He has over 30 years of business experience in sales, venture capital, business development, electrical engineering, programming and software/information technology.

David Von Stroh is a Senior Vice President with Zepponi & Company. He has more than 10 years of investment banking and corporate advisory experience that includes mergers, acquisitions, joint ventures, and equity and debt financings.







Credits

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This seminar is approved for the following credits

CA CLE
THE SEMINAR GROUP is a State Bar of California approved MCLE provider; therefore, this course is approved for 6.25 general CLE credits.

If this seminar has not been approved for the credits you require, let us know and we will look into it for you.

Information on Continuing Education Credits







Fees

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Attorney $595.00
 
2 or more (each) $570.00
 
Government / Non-Profit $495.00
 
Other Professionals $495.00
 
New Associate $460.00
 
Other Professionals $460.00
 
Student $327.00
 
Printed Materials $93.00
 
DVD Homestudy $465.00
 
CD Homestudy $465.00
 
Materials Download $50.00
 
On Demand - All Sessions $297.00
 
On Demand Session 1 $52.00
 
On Demand Session 2 $78.00
 
On Demand Session 3 $78.00
 
On Demand Session 4 $26.00
 
On Demand Session 5 $39.00
 
On Demand Session 6 $52.00
 

Fee Description

Cancellation Policy

We will refund your tuition less a $50 cancellation charge if we receive your cancellation by 11/2/2012.







Location

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This seminar is being held at:
 
The Meritage Resort & Spa
875 Bordeaux Way
Napa, CA 94558
Phone: (707) 251-1900
 
A courtesy block of sleeping rooms has been set aside at a group rate. To reserve, please call the resort and ask for in-house reservations. Mention THE SEMINAR GROUP.
Get directions to seminar location.






Brochure

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Download brochure to get a printable version of all seminar information.







Register

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Register now.

Click here for more information regarding registration.


















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