NAPA & SONOMA ADVISORY

Confidential finance and transaction advisory for winery and wine-country real estate decisions.

Bank-grade analysis. Local execution. Built for owners, investors, and trusted intermediaries.

Schedule a confidential call Download: Sale Readiness Checklist

15 minutes. No obligation. NDA available.

SERVICES

Services designed for high-stakes decisions.

Each engagement is scoped to your situation, timeline, and confidentiality requirements.

01

Winery Finance & Modeling

Cash-flow projections, cost-of-production benchmarks, and capital-structure scenarios for wineries at every stage.

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02

Investor Due Diligence

Independent underwriting, market analysis, and risk assessment for investors evaluating wine-country acquisitions.

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03

AI Strategy & Implementation

Workflow automation, predictive analytics, and intelligent tools designed for wineries, vineyards, and wine-country operations.

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How engagements work

Discovery

A confidential conversation to understand your goals, constraints, and timeline.

Scope & Proposal

A written engagement scope with deliverables, fees, and a clear timeline.

Execution

Focused analysis, modeling, and advisory work with regular check-ins along the way.

Reporting & Handoff

Polished deliverables, a summary presentation, and ongoing support as needed.

15+ Years in Wine & Real Estate Finance
Bank-Grade Underwriting Discipline
UC Davis Wineries & Vineyards Finance Certificate
100% Confidential by Default

Market Pulse: Napa & Sonoma

Weekly analysis of transactions, pricing trends, and market intelligence for wine-country stakeholders.

Napa Valley vineyard landscape
Market Analysis

Napa Valley Appellation Pricing Trends: Q1 2026

A detailed look at per-acre and per-ton pricing shifts across Napa's key appellations heading into the 2026 growing season.

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Vineyard harvest operations
Transaction Watch

Notable Sonoma Coast Transactions & Listings

Recent closed sales and active listings on the Sonoma Coast, with commentary on deal structure and pricing rationale.

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Wine country vineyard spring
Regulatory

County Permitting Updates: What Owners Need to Know

New permitting timelines and zoning considerations affecting winery development and renovation projects in Napa and Sonoma counties.

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Start with a confidential conversation

Describe your goals — you'll receive a scope, timeline, and engagement options.

Schedule a call Send confidential intake