Profitability is attainable – let’s uncover your clearest paths to revenue growth.
If you’ve been in business for several years and are struggling to be consistently profitable, or if you are acquiring a winery and want a consistent return, a winery business analysis can help. I evaluate the key areas of the business to show you where the winery is succeeding, where it’s lagging industry averages, and where the best opportunities are for cost savings and revenue generation. Then I provide a focused plan to reach your goals.
What you gain
A practical, outside evaluation that prioritizes revenue growth and DTC performance while aligning costs to benchmarks.
Revenue Expansion
Strengthen direct‑to‑consumer (club, tasting room, online) growth.
Increase average order value and member lifetime value.
Identify under‑leveraged assets: events, experiences, partnerships.
Benchmark-Driven Clarity
Compare performance to industry averages & KPIs.
Spot gaps in pricing, mix, margins, and channel allocation.
Prioritize high‑impact, near‑term wins.
Actionable Roadmap
Quarter‑by‑quarter initiatives with owners and timelines.
Financial targets tied to feasible operational changes.
Optional ongoing support and check‑ins to keep momentum.
Who this is for
Existing Wineries
Teams seeking consistent, long term profitability and cash‑flow stability.
Wineries with gaps in their DTC and wine club strategy.
Owners ready for a clear plan tied to measurable KPIs.
Buyers & New Wineries
Pre‑purchase diligence and acquisition modeling centered in proven data.
Startup roadmaps from ideation through sales.
Realistic resourcing for talent, equipment, industry tools and launch.
Ongoing Consulting & Implementation
To help you become profitable, I offer ongoing consulting. Together, we’ll create and implement a plan tailored to your goals, with specific benchmarks and regular check‑ins. Consulting for all areas of the wine business is available through meetings, on‑site evaluations, and communication via email, text, and phone calls.
Ready to elevate your winery to its next level of success?
Book a discovery call to see if a Winery Business Analysis is the right fit for you.