Consultant Services

Business Planning

•          Business Plan Development – Critical for any business.  Starting with the Vision and ending with tactics Keith has interviewed many employees and built numerous business plans.

•        Strategic Financial Modeling & Forecasting – Necessary for growing wineries or breweries.  The model produced will drive short term and long term forecasts while at the same time being flexible enough to be easily updated as major decisions are made.

Capital Sourcing

                 Business Valuations
– When valuing your business for a sale or equity raise Keith has the experience to get the most for you and your investors.

                Sourcing for Lending & Financing – While with the Bacchus Wine Fund, Keith has been a lender to the wine industry and knows most of the wine industry lenders.  He understands the needs of banks and can help wineries or breweries prepare for those meetings.

•            Private Placement Equity Offerings – Keith can prepare Confidential Informational     Memorandums (CIM) for an equity raise.