Business owners and managers who aspire to be so admired and appreciated by their staff that they make the North Bay Business Journal’s “Best Places to Work” list would do well to listen to the story of Drea Helfer, owner of DH Wine Compliance. The growing firm has 34 employees and is the largest alcohol compliance consulting firm in the country. DH Wine Compliance has made the list for 13 consecutive years. In addition to her family-forward management practices, host Carol Collison and Drea discuss what inspired her to start her firm, current issues in compliance and more.

https://dhwinecompliance.com/

Questions? Comments? smallfortunepodcast@gmail.com

Sponsor: Global Wine Partners https://www.globalwinebank.com/

Editor: John Kiernan, The PodHouse Productions

www.thepodhouseproductions.com

Music: Nate Collison

Logo Photography: John Corcoran

Carol invited her friend Tim Allen, the founder of accounting firm AWG (Allen Wine Group) to join her for a conversation about a number of topics in wine industry finance including: the sale of his firm to a national company earlier this year, new rules in accounting that may affect wineries, how he helps his clients with banking relationships, and more. Carol shares her observations about the current state of the wine M&A market.

https://awgwine.com/

Questions? Comments? smallfortunepodcast@gmail.com

Sponsor: Global Wine Partners https://www.globalwinebank.com/

Editor: John Kiernan, The PodHouse Productions

www.thepodhouseproductions.com

Music: Nate Collison

Logo Photography: John Corcoran

When Scott Becker acquired virtual brand Realm Cellars in 2012 the business was heading for bankruptcy, but the brand had a great reputation. In this interview Scott tells the story of getting into the business, which he partially financed by assuming accumulated debts, and how he then found more debts, less cash, and a daily working capital struggle. After the momentum shift for the brand from a 100-point Parker score, the business finally turned the corner. Today, Realm is an estate winery with properties in the important Napa growing areas of Stags Leap, Pritchard Hill, and Coombsville. In the final story of this two-part series, Scott and host Carol Collison talk about Scott’s friendship with the great wine business attorney and Coombsville grape growing pioneer Frank Farella, founder of Farella, Braun + Martel.

https://www.realmcellars.com/

Questions? Comments? smallfortunepodcast@gmail.com

Sponsor: Global Wine Partners https://www.globalwinebank.com/

Editor: John Kiernan, The PodHouse Productions

www.thepodhouseproductions.com

Music: Nate Collison

Logo Photography: John Corcoran