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Vineyard Team
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April 16, 2025

The Importance of Succession Planning: A Key Strategy for Business Longevity

The Hidden Mistake Many Business Owners MakeWhen it comes to running a business, most owners are focused on day-to-day operations and long-term growth. However, one critical aspect often gets overlook...
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Vineyard Team succession planning business consulting management wine industry tips transition sustainable
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Wine Industry Advisor
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September 05, 2024

Succession and estate planning has always been one of the most difficult parts about running a winery. That process can be even more complicated these days...

Navigating Winery Succession: Proactive Strategies for a Changing MarketToday, estate planning must take into account options such as selling the property to a third party, a merger or acquisition, or...
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succession planning estate planning
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The Personnel Perspective
March 29, 2024

Facilitation: Fostering Effective Collaboration and Growth Within an Organization

Recently we received a request for facilitation to discuss burnout and succession planning. The group was comprised of experienced managers who had been on the same team for more than two years. They ...
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facilitation leadership training
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Carle, Mackie, Power & Ross, LLP
December 09, 2020

Succession Planning and Family Dynamics for Family-owned Wineries

By Jeremy Little, Partner Published in the North Bay Business Journal, November 30, 2020. Necessary but difficult discussions need to take place. Little about this past year has been easy. For family...
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IFM Efector Inc.
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February 11, 2020

ifm Certified as Top Employer 2020

ifm is proud to announce that it has been certified by the Top Employers Institute for its commitment to its most valuable asset, its employees. This prestigious accolade recognizes ifm’s innova...
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Wine Business Institute at Sonoma State University
May 30, 2018

School of Business and Economics Launches International MBA Partnership with Kedge Business School in France

Wine Business Strategies Course Offers Immersive Week-Long Residential Intensives in France and California     Rohnert Park, California - The School of Business and Economics...
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Wine Business Institute at Sonoma State University
November 02, 2015

New Wine Business Seminars Address Retail Sales Strategies, Family Business Operations

Wine Business Institute to Host Latest Engagements on November 6 Rohnert Park, California – The Wine Business Institute (WBI) at Sonoma State University (SSU) today announced two new seminars, i...
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Moss Adams x Baker Tilly
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September 08, 2015

To Transition Your Business to the Next Generation, Look Closely at Your Buy-Sell and Life Insurance

Buy-sell agreements are one of the most important elements in the planning for any business’s long-term success. But for family-owned businesses—common in agribusiness, food, wine, and ...
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Moss Adams x Baker Tilly
August 04, 2015

In this Month's Wine Business Monthly: Assess Your Exit Readiness

Succession Planning: Are You Ready for Your Exit?  Maybe you’re already making plans for your retirement, or maybe it hasn’t even crossed your mind. Either way, both your financial su...
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Moss Adams x Baker Tilly
May 19, 2011

Food for Thought Complimentary Webcast Series - Register Now!

  Learn from the comfort of your home or office. We’re pleased to offer a series of webcasts presented by assurance, tax, and consulting professionals from our Food Processing & Agricul...
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