Confidential by default; references on request.
A mid-size winery faced covenant pressure as volumes declined and interest rates rose.
Built a 5-year cash flow model, identified EBITDA adjustments, and prepared a lender presentation with scenario analysis.
Secured refinancing with improved terms and a structured covenant relief package.
A mid-size winery was spending 20+ hours per week on manual data entry across production, compliance, and DTC order management systems.
Mapped existing workflows, identified automation candidates, and implemented AI-driven integrations connecting the POS, compliance tracking, and production management platforms.
Reduced manual data handling by 70%, eliminated duplicate entry errors, and freed staff to focus on guest experience and sales.
An out-of-state investor group needed comprehensive diligence on a Sonoma vineyard and winery acquisition.
Performed parcel, permit, water, environmental, and CAPEX analysis using county and state data sources.
Identified material deferred maintenance and permit gaps; investor renegotiated terms based on findings.
A Napa winery with a strong DTC channel was over-producing some SKUs and under-producing others, leading to excess inventory costs and lost revenue from stockouts.
Built a predictive demand model using three years of sales data, wine club trends, tasting room traffic, and seasonal patterns to generate SKU-level production recommendations.
Inventory carrying costs dropped 25% in the first year while stockout events fell by 40%, improving both margins and customer satisfaction.