February 3, 2022
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....
February 1, 2022
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...
October 25, 2017
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...
October 26, 2016
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...