Wine has moved beyond its agricultural roots to become a broadly distributed, popular affordable luxury. Strategies that create and sustain relevance for consumers and value for investors are essential to success.
Maximizing value is dependent on a winery’s ability to increase price, demand and availability while improving the productivity of resources. Value is often an intangible element measured by markets and significantly affects opportunities for succession, exit, finance and investment.
This seminar will focus on identifying the sources of value creation, strategies used to create it and how successful companies leverage it to perpetuate further growth.
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Operating strategies and best practices in brand management, portfolio management and resource allocation
Market strategies and channel management; selling, distribution management; customer and consumer relationship management skills
Leveraging value and positioning the business to appeal to the next cycle
Martin A. Jones, Program Co-Chair, a partner with Houlihan & Jones, provides wine and spirits businesses with a temporary solution to senior level skill requirements in the areas of marketing, sales, distribution, financial and general management. He has more than 35 years of sales, marketing and general management experience.
Mario Zepponi, Program Co-Chair, Principal of Zepponi & Company, is a wine, beer and spirits merger and acquisition advisor with over 25 years of experience serving as a financial advisor and attorney in valuing brands and businesses, counseling businesses on strategic initiatives, and structuring and negotiating purchase and sale transactions.
Tammy Boatright, Founder and President of VingDirect, previously served as head of Foster's Wine Estates U.S. Direct to Consumer division. In this role, she was acting President of Windsor Vineyards (2005-07) and President of International Wine Accessories (2004-07).
Charles Day is Regional Manager, Agribusiness Division, with Rabobank NA. He is responsible for developing banking relationships in the North Bay, with a focus on wineries and vineyards, and has served as a commercial lender for 27 years (20 in the wine industry).
Scott Ericson, Senior Vice President and National Sales Manager with V2 Wine Group, brings over 25 years of experience to the wine industry. He oversees the sales management of the growing V2 portfolio, which currently includes 20 family-owned wineries.
Mark S. Evans, President of Triumph Enterprises, specializes in helping Food & Beverage companies plan, develop and execute unified strategies in sales, marketing, winemaking, finance and Direct-to-Consumer that directly result in increased sales revenues, profits and brand equity.
Daniel Grunbeck is Executive Vice President of Client Services and Business Development with Young’s Market Company. He joined Young's in 2009 to lead the company’s wine business in California. Prior to this, he led national sales for several suppliers.
Paul Hoffman, CPA, CGMA, Principal with Hoffman Group LLC, began his career with Laventhol & Horwath, and later Moss Adams. After that, he worked in senior financial management positions for Rutherford Hill, The Hess Collection, and Jackson Family Wines.
Adam Lee, founder of Siduri Wines, is a respected winemaker, consultant and wine writer. He remains the winemaker for Siduri, which began in 1994 and grew to nearly 25,000 cases before it was sold to the Jackson Family Winery in January, 2015.
Andrew Milanez is a Vice President with Zepponi & Company, where he plays an active role in the firm’s core wine and spirits practice, focusing on valuation and market analysis to drive successful transaction outcomes for clients.
Tony Norskog, partner and winemaker with Nevada County Wine Guild, Inc., has been making wines for over 25 years. He has been one of the vanguard winemakers within the organic wine world, helping to create outstanding organic sulfite-free wines since 1989.
Joseph M. Orlando, ASA, is a Director and Head of the Business Valuation Practice with Frank, Rimerman + Co. LLP. He brings a wide range of experience to the fundamental valuation of enterprises and equity securities for financial reporting and tax purposes.
Donnie Varner is Vice President of Sales with VinoPro. He focuses on revenue generation and profitability, managing winery targets and objectives, and creating world class service for the firm’s winery partners and customers.