Taste Success

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Winery Biz Half-Day Seminar

January 16, 2018

9am-12 Noon

Free Admission

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From your first bottle to your last sip.

The wine industry presents a unique array of challenges for owners and managers. This half-day seminar, presented by wine industry experts advising Central Coast vineyards and wineries, offers strategies and tools to help you succeed throughout the lifecycle of your vineyard or winery, from start-up to retirement.

Seminar Topics Include:

Strategic Planning

Get a one-hour crash course in strategic planning and walk away with the tools you need to put a strategic plan in place for your business.

Financing Your Strategy

Learn the pros and cons of the various ways to finance your strategic priorities from a panel of winery financing experts.

Succession &
Exit Strategy

It is never too early to start thinking about your end game. Learn how to maximize your eventual payout through planned exits on your time horizon.

Exclusive!2018’s Top 10

Get caught up on the top 10 business issues facing the industry in 2018 and how you can mitigate risk and maximize opportunity.
 

Takeaways

Leave with access to our Winery Business Toolkit,
open-source tools published by Glenn Burdette to help your business succeed.

Learn how to leverage our inventory planning model to forecast out your future inventory needs and estimated costs of production.

Discover the power of better decision-making with our leverage calculator that assists in computing the after-tax cost of funding your strategy through cash or financing.

And more!

Speakers

Fred W. Bogart, CPA

PRINCIPAL,
GLENN BURDETTE

Tim Dossa, CPA

Business Consulting Manager,
GLENN BURDETTE

Hillary Trout, CPA

Tax Manager,
GLENN BURDETTE

Mario Zepponi

Founder,
Zepponi & Co.

Tom McGuire

Senior VP, Portfolio Manager,
Farm Credit West

Matt Allen

Senior VP, Agribusiness Mid-Central Coast,
Rabobank

Mark Pearce

Senior VP, Central Coast Agriculture and Commercial Banking Center

Event Details

January 16, 2018

Half-Day Seminar
9am - 12 Noon

Paso Robles Inn

1103 Spring St.
Paso Robles, CA

Continental Breakfast Served

Schedule

8:30 - Registration and Continental Breakfast
9:00 - 12:00 - Seminar Presentations

Free Admission

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Space is limited. Reserve your seat here.







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