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Bold Predictions: Using OKRs to Create Alignment and Drive Profitability in Your Wine Business

November 12, 2025 @ 10:00 am 11:00 am PST

For many working in the wine industry, the day-to-day demands of running the business leave little time for big-picture planning. But without a clear framework for setting and tracking goals, it’s easy to stay busy without making real progress toward long-term growth and value.

Join Heather Schmidt, Growth Consultant and Certified Exit Planning Advisor at Crews & co., and M+A Advisor at Exit Equity, for a practical session on Objectives and Key Results (OKRs), a proven goal-setting framework for driving alignment, accountability, and performance.

In this session, you’ll learn how to:

-Turn your vision into clear, actionable goals
-Get your team aligned and executing with focus
-Build consistent profitability and predictability
-Strengthen the long-term value of your business

Whether you’re growing, scaling, or preparing for an eventual exit, this session will help you lead with clarity and build a business that’s worth more and runs better.

Speaker:

Heather Schmidt
Growth Consultant / Crews & co.
M+A Advisor / Exit Equity
Free

707-433-2557

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