Inventory Count Process

Have you ever sold an inventory item just to be told by the warehouse that the item is no longer in stock? Do you have unreliable financials due to large inventory count fluctuations consistently month after month? Does your inventory disappear, but sales aren’t reflected? If you answered “yes” to any of these questions, I…
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Effective Professional Communication

You may have had an experience like I had recently. I went to see a medical specialist several weeks ago. While I am not particularly dumb, I did not get as much from the conversation as I could have. Not because I did not care, it was just a world I did not operate in….
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From Vine to Cash Value: Uncorking the Benefits of Cash Value Life Insurance for Wineries and Vineyards

As a partner and Wealth Strategist at Camas Advice, I dedicate much of my time to working with high-earners, high-net-worth individuals, and business owners. I’ve found that in the dynamic business world, smart owners keep an eye on fresh and creative strategies to ensure their growth and success continue. Many tactics are well-known, but there’s…
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Wineries Experience Major Benefits From Cost Segregation

With the increased popularity of wineries, advancements lead to more tax savings. Vineyards and wineries have been in existence for thousands of years. Recently, however, they have become more than a center for manufacturing – they have transitioned into a destination for entertainment and tourism. People travel to a location specifically for wine, they host…
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Excess Inventory, Now What?

Excess inventory is a fact of life in the wine business. The world can change dramatically in the year or two between planning production and going to market with a wine. As winery ourselves, we had to figure out how to sell excess inventory without damaging our long-term prospects for success. Recently, we have worked…
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