Often wineries do not have the luxury of a full-time CFO. As a consulting CFO, Visionary Insight provides both advanced financial analysis and recommendations as well as best practices leading to innovative and fruitful business decisions.  Consulting services vary depending on the specific needs and requirements of the organization.

To provide preliminary insight (further information available upon request), let's present a group of laser-focused questions arising from our preliminary "tour" of the financial statements (which leads to the development of consulting services) as follows (note industry, geopolitical and economic concerns):

• Please delineate your current “customer journey” (to all sales channels) and how it compares to current trends by competitors and the marketplace;
  • ​Outline the Risk Factors (and associated impact) of Distributors (including financial distress and channel throttling risk);
    
  • Outline the Risk Factors (and associated impact) of Retailers (including financial distress and channel throttling risk);
    
  • Outline the Risk Factors (and associated impact) of Wholesalers (including financial distress and channel throttling risk);
    
  • Outline the Risk Factors (and associated impact) for DTC;
    
• Please present Gross Margins by SKU;
  
  • Outline calculation of COGS;
    
  • Outline pricing strategy (intertwine recent inflationary trends);
    
• Please summarize Sales & Marketing strategy by sales channel:
  
  • ​Outline critical tasting room KPIs;
    
    • ​Integrate wine club development;
      
    • Integrate tasting fee maximization;
      
    • ​Integrate shipping cost minimization;
      
• ​​Please detail both GAAP Net Margins and "Cash Flow" Net Margins (including processes and procedures to mitigate recent inflationary trends).
  
  

How do you feel about your (potential) answers?  If you have questions or concerns, let's chat (Contact Us)!