Behind the Scenes: Proprietary Business Valuation Market Updates and How to Reassess and Plan for Your Future

What happens when your vineyard or winery value fundamentally changes? You adapt quickly. Reassessing the newest data and options is critical to understanding your true business value—giving you the clarity needed to stay, grow, or plan an exit.

Designed specifically for privately held small and medium producers, this proprietary data-driven panel pulls back the curtain on valuation metrics and methodologies to reveal what your business is worth today and how that value may change in the future.

All attendees can shape the discussion in real time by submitting anonymous questions via QR code, driving candid, targeted answers from experts on the exact issues impacting your business.

Attendees will walk away with proven mechanisms and an actionable framework to reassess their business model and maximize value.

Key Takeaways:

• Expert Insights & Proprietary Data: Industry experts will connect their latest data and insights directly to practical decision-making, demonstrating how recent and future anticipated shifts in sourcing, production, and sales impact total value and business strategy.
• Valuation Methodologies: Access market data to understand how current and forward-looking asset values are calculated.
• Actionable Strategic Roadmaps: Apply the latest market insights to inform decisions to stay, scale, or execute an exit.

Moderators:
Julie Lumgair, Art Nouveau Wine, California
John Trinidad, DP&F Law, California

Speakers:
Tim Allen, AWG Wine Advisors, California
Audra Cooper, Turrentine Brokerage, California
Tony Correia, The Correia Company, California