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Succession Planning Best Practices: Effectively Transferring a Wine Business to the Next Generation (Sonoma)

3/24/2015 9:00am10:30am
Lodge at Sonoma

Sonoma, CA

Daniel Vermillion, Speaker, Succession Planning Best Practices: Effectively Transferring a Wine Business to the Next Generation

Firm Highlights

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Building a Wine Brand With Dana Sexton Vivier

Today's guest will share her experience buying, building, and developing wine businesses. Currently the chief financial officer of Far Niente Wines, which also owns the Nickel & Nickel, Bella Union, and EnRoute wine labels...

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Reporting Dispute Claims Within Closely Held Wineries

Many wineries operate as closely held companies, meaning they’re owned by an individual or small group of shareholders, who are often members of the same family. Disputes regarding ownership interests can arise, particularly when directors...

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Welcome to Uncorked - A Farella Podcast

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Add Value to Your Winery by Monetizing Land Use Entitlements

With today’s emphasis on increasing the bottom line of winery businesses, winery owners often overlook a simple strategy for increasing their revenue and the value of their investment: the land use entitlements process. Wineries...

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A Summary of New Laws Coming for California Employers in 2024

In 2023, California has adopted several new employment laws either introducing new employee protections or codifying existing practices into state law. With these changes, employers will need to examine and adjust some of their...

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Farella Advises K.R. Rombauer in Sale of Rombauer Vineyards

Farella Braun + Martel represented K.R. Rombauer III, a principal owner of Napa Valley’s Rombauer Vineyards, in the sale of the company to E. & J. Gallo’s Luxury Wine Group. E. & J. Gallo’s...

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Life Is Too Short for Bad Wine Distribution Agreements: 10 Key Considerations

If you are like most wine brands, DTC through your tasting room, club, and website can only take you so far. Success usually means accessing the general on- and off-premise markets, and accessing those...

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An Inspiring Multi-Generational Story With Olav Goelet

Today’s guest on  Uncorked , with host Farella Partner Richard Van Duzer, will share the inspiring story of a renowned multi-generational Stags Leap District winery – how and where it started, what changes it’s...

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Steps for the Long-term Success of Your Brand & Business

Family wineries face certain common issues when it comes to succession planning, and there are steps you can take to help ensure the longevity and success of your brand and business. Step 1 &ndash...

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Regulatory Changes Underway To Address Dwindling California Property Insurance Market

We keep hearing about how difficult it is for our clients to get property insurance these days, both for homes and businesses in Northern California’s wildfire-prone areas. Which, of course, is most of Northern...

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