Our depth and breadth of experience enables us to offer our clients a full complement of services, including:

• Transaction Assistance – We represent buyers and sellers seeking to invest or divest in vineyard and/or winery assets and offer our industry knowledge to help find the right partner for each transaction.

• Valuation Assistance – We bring our wine industry and financial analysis experiences together to offer comprehensive valuation services for any combination of winery, vineyard, land, and/or residential assets.

• Exit strategy Assistance – Should you sell, seek investor partners, and/or restructure your business? We can help navigate the options and find a solution that fits your needs.

• General Management Consulting – We help our client partners understand their business situation in the context of the industry as a whole, and assist with managing their business to greater profitability and success.

• Marketing Consulting and Project Management – Whether working with clients to develop a complete business plan, craft a detailed marketing strategy, or manage a single element of a marketing plan, we help clients understand the elements of their unique story, tell their story to a wider audience, and sell more wine in the process.