Winery Transition Advisory
Preserving Winery Value Through Operational Leadership
Independent operational advisory for owners, investors, lenders, and buyers navigating periods of transition.
Wineries are unlike most commercial assets. Wine continues to evolve, vineyards require seasonal management, and harvest arrives regardless of ownership changes or financial uncertainty. During periods of transition, operational delays can quickly affect wine quality, production continuity, and long-term asset value.
Waller Wine Consulting provides independent operational advisory services that help owners, lenders, investors, and buyers preserve winery assets, reduce operational risk, and maintain business continuity during periods of ownership change, financial uncertainty, or organizational transition. Whether supporting an ownership transition, evaluating an acquisition, or preserving operational continuity during financial uncertainty, every engagement is tailored to the unique needs of the winery and its stakeholders.
Core Services
Services are tailored to the specific operational needs of each winery, ownership group, or financial stakeholder.
Operational Assessments
Independent evaluations of winery and vineyard operations to identify operational risks, production priorities, infrastructure concerns, and immediate actions required to protect asset value.
Asset Preservation
Oversight focused on maintaining wine quality, inventory integrity, vineyard continuity, production planning, and operational documentation throughout periods of transition.
Winery Transition Support
Operational leadership during ownership changes, acquisitions, restructuring efforts, management transitions, and harvest planning.
Technical Due Diligence
Independent technical assessments supporting buyers, investors, lenders, and legal professionals evaluating winery assets or acquisition opportunities.
Engagements Include
Winery acquisitions
Ownership transitions
Financial restructuring
Loan workout & resolution support
Distressed winery operations
Interim winery leadership
Independent operational assessments
Harvest planning during periods of uncertainty
Why Choose Waller Wine Consulting?
Experience
24+ years of winery leadership
Founding Winemaker
California, Oregon & New Zealand
Premium still and traditional method sparkling wine production
Operational Expertise
Operational planning
Vineyard oversight
Production management
Cost reduction
Winery transitions
Organizational restructuring
Industries Served
Winery owners
Agricultural lenders
Credit resolution teams
Investors & private equity
Financial institutions
Buyers & acquisition groups
Attorneys, receivers & trustees
Winery brokers
Contact
Cory Waller
Founder | Waller Wine Consulting