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Thank you. Here is the Winery Framework Handbook.
The PEMDAS framework is a structured six stage system for winery profitability. Click the button below and the PDF will open in a new tab, where you can save or print it.
USING THE FRAMEWORK
Start where you are
The framework reads differently depending on which of these describes you. Find yours, then work the stages from there.
Are you thinking about starting a winery?
Read Planning and Engineering first and answer them honestly before anything gets built. Case volume, pricing and channel mix decided at this stage set your costs and revenue long term.
Are you already in the middle of building one?
Find the earliest stage that is still unfinished and go back to it. Most projects in progress are several stages ahead of where their decisions actually are, and the gap gets expensive.
Do you have a winery that is not meeting expectations?
Are you executing every stage with a consistent vision? Do you know your case production, fully loaded cost per case, channel margin, club retention? The root cause often lies where the vision and the execution don’t line up.
Are you looking at buying a winery?
Use the six stages as your diligence checklist against the seller’s package. How far off is it from your vision? What the stages expose about capacity, channel mix, and run rate is what your cost is built on, not just the asking price.
The framework is the method. Working it with you is the engagement.
I take on a small number of wineries at a time, in three kinds of work.
Startup
Building a winery from concept, or picking up a project already underway, and sequencing what is left in the right order.
Profitability roadmap
A full evaluation of an existing winery, naming the root cause and laying out the path back to profitability.
Acquisition review
Diligence on a winery you are considering buying, including the true run rate behind the seller’s numbers.
Tell me which of the three you are in and where the winery stands today. First conversation costs nothing.
