Winery & Craft Brewery Owners
Specialized Financial Services for Winery and Craft Beverage Owners
As a former winery owner and current registered financial advisor, I deliver tailored solutions for winery, brewery, and distillery owners across Missouri, Illinois, and the Midwest. Drawing from my firsthand experience with seasonal cash crunches and business exits, I bridge your operational challenges to personal wealth growth through AUM-based portfolio management.
Custom Cash Flow Forecast: Analyze your last 12 months of P&L and bank data to model seasonal revenue peaks (tastings, harvests) against fixed costs (labor, barrels, loans). Identify gaps like $40K winter shortfalls and recommend targeted reserves or cost tweaks.
High-Level Exit Roadmap: Overview of key assets (vineyards, equipment, brand/recipes), realistic timelines (12-24 months prep), and introductory tax strategies such as 1031 exchanges or family trusts. No complex valuations—actionable steps to maximize sale value.
Personal Wealth Audit: Review IRAs, 401(k)s, and savings (often $300K-$1M+), spotting inefficiencies like low-yield CDs. Provide a clear path to consolidate and optimize for retirement amid business risks.
Ongoing Portfolio Management
Seamless transition post-planning: Manage your personal portfolios with quarterly rebalancing, tax-efficient diversification, and risk-adjusted growth. Ideal for post-exit liquidity or buffering volatile business income.
Why Choose Me
Insider Edge: I've lived your pains—no generic advice.
Ready to stabilize cash flow and secure your legacy? Schedule a complimentary 30-minute cash health check today.