Blue sign hanging at the glass door of a shop saying: "Business for sale"
Selling a Wine Business? Here's What You Need to Know
The situation happens so often these days that it has become a cliché—the Baby Boomer winery owner who knows it’s time to retire, but has decided to sell rather than to leave the business to the family....
The Mondavis: Four generations of a family-run business that dates back to 1861
Successful Succession Planning for Family-Owned Wine Businesses
Yes, knowing the tax implications can save millions of dollars, and working through the various licensing requirements that need to be met when the business changes hands is also crucial. But none of that...
Expert Editorial
The Sweet Taste of Succession Planning
By Claudio Cipollina, Business Banking Market Executive, Bank of America Merrill Lynch In order to properly manage your winery, you likely wear many hats to ensure the business runs smoothly. This includes...
Expert Editorial
Ready for Your Exit? Start Your Succession Planning with a Few Simple Questions
by Jay Silverstein, Partner, Moss Adams LLP Succession planning continues to be a buzzword as baby boomers transition their businesses and wealth to the next generation. These questions can help you determine...