SERVICES
Process Review
Having the right processes in place helps to ensure you get the outcomes you intend. These critical areas include inventory management, accounts payable & receivable, pricing strategy, guidelines, pricing decisions and evaluation.
Organizational Design & Optimization
You know what needs to be done, but do you have the right roles in place? What served you last year may not be what you need today. How do you create alignment and celebrate success?
Tools & Resources
How do you get the big pieces right? Overhead analysis, benchmarking, and utilizing technology to add value to your organization and help to create focus. What is normal, what is amazing?
Direct to Consumer Support
The DTC Channel is growing in importance. How do you ensure you are making the right decisions and maximizing opportunities? Performance metrics, organizational design and best practices.
Financial Planning & Analysis
You have the data, now do you know what to do with it? Goal setting, financial statement review, insight creation, communication and engagement strategies to keep employees informed and focused.
Supply/Demand Analysis & Support
Are you getting the information you need in a timely manner with your current inventory management process? Manage vintage transition calendars, excess inventory scenarios, inventory variances. and physical inventory processes.
Tax Optimization & Credit
What are your income tax strategies and are you paying too much? There are tax credit programs available from which most wineries can benefit. Are you claiming all the credits you are entitle to?
Wholesale Support
The three-tier system is competitive and expensive. Do you have the right level of support for distributor review, channel and pricing strategy, data analysis and to identify market opportunities?
