Wine Practice Group

Financial and Operational Expertise for Wineries, Vineyards, and Wine Businesses

The wine industry is both art and business, requiring a delicate balance of creativity, craftsmanship, and sound financial management. Whether you operate a vineyard, run a winery, manage a tasting room, or distribute wine worldwide, you face unique challenges—seasonal cash flow, production planning, compliance, and global competition. Our wine practice brings the specialized expertise you need to navigate these complexities, improve profitability, and position your business for sustainable growth.

How We Help

Running a successful wine business requires more than passion for the craft. You need clear financial insight, efficient operations, and strategies that adapt to market demands and regulatory requirements. We partner with you to strengthen every part of your business—from managing seasonal cash flow and optimizing production costs to expanding into new markets. Our goal is to give you the tools, systems, and guidance you need to protect margins, improve profitability, and achieve your long-term vision.

Operational and Financial Assessments

Identify growth opportunities, improve efficiency, and mitigate risks through in-depth evaluations of vineyard, cellar, sales, and fulfillment functions.

Fractional and Interim Leadership

Provide seasoned C-Suite executives on a fractional, interim, or project basis to lead finance, operations, sales, marketing, and technology initiatives.

Strategic Planning and Market Positioning

Facilitate planning sessions and develop brand positioning and go-to-market strategies tailored to each segment of the wine industry.

Financial Modeling and Funding Readiness

Design and implement financial models for expansion, transformation, equipment financing, or M&A, and prepare for funding rounds, acquisitions, or audits.

AI and Digital Transformation

Guide adoption of AI, digital platforms, and WineTech/AgTech tools to improve forecasting, marketing, supply chain, and operational efficiency.

ESG and Sustainability Advisory

Evaluate sustainability practices and reporting frameworks to meet regulatory requirements and evolving customer expectations.

Who We Serve

Producers and Growers

  • Estate and Boutique Wineries

  • Commercial Producers and Multi-Brand Wineries

  • Vineyards and Grower Operations

  • Wine Cooperatives and Growers’ Alliances

Sales, Distribution, and Hospitality

  • Direct-to-Consumer (DTC) Brands and Ecommerce-Driven Wineries

  • Importers, Distributors, and Hospitality-Aligned Wine Businesses

  • Wine Industry Suppliers

Innovators and Investors

  • WineTech, AgTech, and AI Startups

  • Investors in Wine Ventures

Capabilities

We Advise and Assist Wine Companies:

  • Conduct operational and financial assessments to identify growth, efficiency and risk mitigation opportunities

  • Provide fractional, interim, or project-based C-Suite leadership across finance, operations, sales, marketing and technology

  • Facilitate strategic planning sessions, brand positioning, and go-to-market strategies

  • Design and implement financial models for expansion, transformation initiatives. equipment financing, or M&A scenarios

  • Develop and track business-specific KPIs across vineyard, cellar, sales, and fulfillment functions

  • Assist in preparing for funding rounds, acquisitions, external financial audits or succession planning

  • Guide adoption of AI and digital platforms

  • Evaluate sustainability initiatives and reporting frameworks to meet compliance and customer expectations

Meet the Team

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Build a High Performing Team

Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.

You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.

Bob McMillian

EVP & Founder, Wine Division, Silicon Valley Bank

“Jeff is a seasoned professional with abundant skills across a variety of areas including law and accounting. Working in the wine industry which is full of smaller companies, the need is there for someone who can wear many hats and do what's needed at any given time. Jeff fits that bill and fits well with companies who need a person that can manage and move between roles and responsibilities, and has first-hand understanding of the pressures of the people he manages across disciplines.”

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