• We are the leading winery support group offering Compliance, M&A & Bookkeeping.

    CREATE YOUR OWN KIND OF WONDERFUL

    We specialize in providing legal compliance and sophisticated financial tools to build boutique wineries. If you’re ready to take the leap, we’re here to help with our Basic Winery Start-up Package.

  • Federal Permits, ABC Licenses, Multi-State Shipping, label approval ...

    WE KNOW COMPLIANCE

    The wine industry is regulated by a complex and at times archaic legal framework. We help you navigate this web of confusion so you never get lost in a logjam of paperwork again.

  • Strategically partnered with Achelous offering

    Mergers & Acquisitions

    We work seamlessly with investments banks and real estate professionals from the beginning of your wine country project to protect your assets and to ensure your project meets local, state and federal compliance requirements.

  • We tackle the bookkeeping so you can enjoy ...

    THE IMPORTANT THINGS

    Every successful entrepreneur needs sophisticated professionals at every level of the organization to help them reach their long-term strategic goals.

Welcome to Napa Valley Winery Management, LLC

Napa Valley Winery Management is the leading wine-industry support organization in the North Bay Area. Our specialties include Federal and Multi-State Compliance, Bookkeeping, and Administrative Support. We offer the only tailored and full-service, back-office winery management solution for your vineyard or winery in California. We can help you succeed whether you make one barrel or one thousand, and if you only need part-time help, you can choose from our a la carte services. Contact us now!

Compliance Services: Winery Management is composed of specialists with unparalleled expertise in the wine compliance industry. Whether you are just getting started with a Basic Permit, or you need an experienced executive to tackle the multi-state compliance for your growing Direct To Consumer sales program, we have the experience and expertise to solve your paperwork problems. Filing compliance for your distribution network? We’ve got you covered. Working with local officials and Alcoholic Beverage Control on Planning and Building Department projects for new facilities or renovating historical places? We have the experience you need to streamline the process and shepherd your plans through review.

Our job is tackling the many and varied federal, state, and local laws regulating wineries so you remain in compliance everywhere you ship or do business. We work best when we integrate seamlessly into your team. Let us show you how.  Contact us now!

Mergers & Acquisitions: Our unique knowledge of the global wine industry makes us well suited to handle: sell-side mandates, buy-side mandates, valuations and strategic advisory. Our team has been dedicated to creating shareholder value for our clients through the origination and execution of both sell side and buy side transactions. For our sell-side clients, value maximization means identifying and communicating the key attributes of the business or asset being sold to the most appropriate and qualified group of potential strategic and financial buyers. For our buy-side clients, our team members source acquisition opportunities through our knowledge and relationships within the wine industry and constant global travel. Winery Management has a strategic partnership with the New York and Netherlands based investment bank, Achelous Partners, LLC (http://www.achelous.com/) for the provision of our Mergers and Acquisitions services. Contact us now!

Bookkeeping Services: One of the hardest jobs you’re faced with as a winery owner is the bookkeeping and financial tracking. Let an expert take the reins. Our trained staff is dedicated to organizing your finances.

We are QuickBooks ProAdvisors offering complete bookkeeping, payroll, and compliance services to those in the wine industry. Our team can work on-site with you in the North Bay Area or we can bring your paperwork to our office. We handle your bookkeeping in a professional and efficient manner. Our services are cost effective and flexible, and include accounts payable and accounts receivable tracking, invoicing and record keeping, and collections. We work with your banks to apply for lines of credit, and with your accountants to prepare your taxes. Our professional services are tailored to your needs every step of the way. Quite honestly, bookkeeping is the last job a winemaker should be concerned with. Contact us now!

Sales & Marketing: Building brand loyalty is a difficult and arduous task for the small vineyard and winery owner. It takes time, passion, and commitment. We’re here to help. We understand the market, and we will help you define a new marketing campaign, reach a new target segment, approach a new generation of wine drinkers, engage in new social media platforms, and redefine your brand for the 21st century.

In order to help you, we’ll need to understand you first. So we will conduct a thorough review of your planned or current operations and then develop a marketing statement and comprehensive sales and marketing strategy for a three year period. We will help you implement the marketing strategy we present, and we will work with you to develop media hits, buzz, and positive reviews.

We don’t just give you the tools you need to thrive, we help you implement them.

COMPLIANCE

COMPLIANCE

Whether you are just getting started with a Basic Permit, or you need an experienced executive to tackle the multi-state compliance for your growing DTC sales program, we have the expertise necessary to solve your paperwork problems. We initiate federal and state license applications and maintain the ongoing annual and/or monthly reporting requirements in each of the states you ship to.

Bookkeeping

Bookkeeping

We are QuickBooks ProAdvisors offering complete bookkeeping, payroll, and compliance services to the wine industry. Our team can work on-site with you in the North Bay Area or we can bring your paperwork to our office. Services include complete Accounts Receivable, Accounts Payable, inventory tracking and reconciliation. We even pick up the mail!

M & A

M & A

Through our strategic partnership with Achelous Partners, a New York based investment bank, we advise on evaluating, finding, and placing wine properties with new buyers. Value maximization means identifying and communicating the key attributes of the business or asset being sold to the most appropriate and qualified group of potential strategic and financial buyers.

ADMINISTRATION

ADMINISTRATION

The fact of the matter is: sometimes, we all need a little help. It might just mean picking up or dropping off the mail, running a sample to the lab, or picking up supplies. We're here to help!We integrate our winery support solutions seamlessly into your existing operational protocols, working as one, relieving you of management responsibilities and overhead for support staff.