Charting Your Path Forward: Planning for Stability, Succession & Smart Transitions

Every winery and vineyard business will face a transition at some point, whether that means a change in ownership, leadership, or long-term structure. In today’s uncertain market, preparing for that next phase requires more than an exit plan; it calls for a clear understanding of your financial position, goals, and options.

Using example profiles representing business owners with diverse financial positions and goals for the future, this session will help you understand your own options and think strategically about what comes next. Expert advisors with deep wine industry experience will share perspectives on building stability, evaluating pathways, and readying your business—and yourself—for the future, whether the horizon holds a sale, succession, or simply greater security for the years ahead.