How to Build a Brand That Could Be Sold
You didn’t start your winery just to sell it. But the truth is, at some point, every founder faces that crossroad. Maybe you dream of retiring and seeing your legacy thrive under new ownership, or perhaps you want to explore your next venture while knowing your brand lives on. More winery owners than ever are building their brands with an exit strategy in mind, and I think it's a smart strategy.
At BBG, I've worked with founders building winery brands to create financial systems, operational clarity, supplier relationships, and brand strength that attract buyers and give founders more control over their future.
1. Build a Strong, Memorable Brand Identity
Buyers want a brand that resonates with consumers on its own, not one that’s intricately tethered to your personal story. I’ve noticed that winery owners who name their business after themselves or craft a brand narrative that relies heavily on their involvement limit value and make it harder to sell. And this isn’t something I’ve seen once or twice—it’s a consistent pattern. A strong, transferable brand identity is the most important aspect of winery branding for sale.
Below are ways of using brand identity for building a sellable winery:
Develop audience-first storytelling: Ask yourself: "Who am I trying to reach, and what matters most to them?" If your audience values sustainability, highlight certifications, biodynamic, or eco-friendly vineyard practices. If they prefer premium experiences, lean into luxury packaging, exclusive memberships, and grand cru varietals.
Invest in professional design and packaging: High-quality branding creates immediate perceived value. Consistent visuals such as sleek labels and a polished website signal professionalism. For instance:
If your winery sells boutique varietals at premium price points, consider minimalist label designs that reflect sophistication.
If you’re focused on younger, modern wine drinkers, bold, eye-catching packaging paired with a playful story can resonate deeply.
Create a customer-driven identity: Make your brand about the audience’s experience. Position your winery as an escape, an element of a certain lifestyle, a connection to nature, or a heritage story they want to share with friends. A transferable brand identity focuses on the value customers perceive as opposed to the owner’s history.
2. Start With a Scalable Foundation
When buyers evaluate wineries, they want to see that systems can handle growth without adding unnecessary costs or chaos. A business that operates like a well-oiled machine gives buyers confidence they can scale production, distribution, marketing, and sales seamlessly after purchase.
Here’s how to lay a scalable foundation:
Streamline inventory management: Tools such as vintrace and InnoVint optimize inventory by providing visibility into stock levels, production workflows, and bottling timelines. If your winery still relies on manual spreadsheets, transitioning to these systems can improve accuracy, efficiency, and decision-making.
Automate financial processes: Use integrated platforms like QuickBooks or Sage to track operating costs, margins, and revenue trends in real time. Accurate cost-per-case metrics help identify areas for improvement while showcasing profitability to buyers.
Standardize production workflows: Document all production processes, from grape intake to bottling and shipping, so your team operates efficiently without your direct involvement. Buyers look for wineries with minimal operational risk and strong handoff potential.
Leverage data for forecasting: Use software tools to forecast yields, production capacity, and case demands over the next 3-5 years. Buyers want to see growth potential backed by concrete numbers—not guesswork.
If your winery operates a 2,000-case production model today, ask yourself: "Can this grow to 5,000 cases without doubling overhead?" Streamlined workflows, fine-tuned processes, automated systems, and accurate forecasts signal a business that’s built to scale, which is an immediate win for potential buyers.
3. Develop a Long-Term Marketing Strategy
A winery with strong sales and a clear growth trajectory is far more attractive than one relying on seasonal spikes. Buyers look for consistent, long-term revenue generation, which often comes down to your marketing strategy.
Here’s how to enhance value with a targeted marketing plan:
Clarify sales goals: Define your annual case targets, DTC-to-wholesale ratio, and key distribution markets. If your winery aims to sell 3,000 cases annually with 70% DTC and focused wholesale contracts in 3 key states, document this strategy clearly.
Optimize your digital presence: A strong digital presence drives sales and visibility. Invest in:
E-commerce platforms that simplify online purchases.
SEO-driven content that captures organic traffic for terms like "boutique Napa winery" or "organic estate wines."
Email campaigns that nurture wine club members and DTC buyers.
Expand recurring revenue streams: Wine clubs, creative partnerships, subscriptions, and memberships provide stability. Buyers favor models with predictable revenue, so invest in retention strategies like exclusive shipments, tasting discounts, or referral incentives.
4. Focus on Financial Health and Transparency
Clean, organized, and transparent finances are crucial. A winery with unclear financials is a major red flag for buyers. They need to see clear, reliable data that demonstrates profitability, marketability, growth potential, and operational efficiency. Buyers expect to see up-to-date key financial documents and metrics, including:
Profit and loss statement (P&L): Break down revenue by channel: DTC, wholesale, wine club memberships, and tasting room sales. Include cost of goods sold (COGS) for each varietal.
Balance sheet: Highlight vineyard land value, grape inventory (bulk, barreled, and bottled), equipment, and any outstanding loans tied to production or facilities.
Cash flow statement: Showcase cash flow cycles during harvest, bottling, and sales peaks.
Tax returns (last 3-5 years): Include agricultural tax considerations and wine-specific tax credits where applicable.
Inventory valuation report: Detailed valuation of aging barrels, bulk wine, bottled inventory, and finished goods ready for sale. Highlight how long each inventory type has been held.
Debt and liabilities schedule: Outline loans specific to vineyards, facilities, equipment financing, or grape contracts, along with repayment terms and interest rates.
Accounts receivable and accounts payable aging reports: Include outstanding invoices from distributors, DTC platforms, and wine club customers. For AP, list major vendors such as grape suppliers, bottling services, and equipment maintenance.
Capital expenditures summary: Document major investments, such as vineyard expansions, new tasting room facilities, bottling equipment upgrades, or sustainability initiatives.
Break-even analysis: Detail production volume and price per case required to cover vineyard operations and production costs.
Gross profit margin (by varietal): Identify the profit margin for each wine, accounting for grape costs, labor, bottling, and distribution.
Operating profit margin: Profitability after all operational costs.
Revenue growth trends: Show annual case sales growth broken down by sales channels and target markets.
Cost per case: The average cost to produce one case of wine, including grape acquisition, barrels, bottling, labeling, and logistics.
Customer acquisition cost: Track the marketing spend required to acquire DTC or wine club customers.
Customer retention rate: Highlight wine club retention percentages—buyers value high recurring revenue streams with stable membership.
Inventory turnover ratio: Show how quickly inventory moves from production to sale, broken down by varietal. Faster turnover signals efficient production and strong demand.
Working capital position: Showcase short-term liquidity to cover operational costs, especially during harvest season or heavy bottling periods.
Track channel-specific profitability: DTC, wholesale, or wine clubs deliver different margins. For example, DTC profit margins are often 30-50% higher than wholesale margins, and wine club retention rates of 80% or more signal recurring revenue stability. Buyers seek out wineries with sustainable revenue streams and strong growth trajectories.
Address debt and working capital: If your winery carries debt, make repayment schedules clear and manageable. Identify working capital needs during harvest season so buyers see predictable cash flow cycles.
Read more: Annual Finance & Accounting Checklist: A Guide for Winery Owners and Emerging CPG Brand Founders
5. Align Operations With Buyer Expectations
Buyers want a smooth transition, which means operations must be set up to run seamlessly. To align your operations:
Secure your supply chain: If you own vineyards, document annual yields, grape sourcing quality, and harvesting workflows. If you source grapes, ensure supplier contracts are transferable. Buyers want stability in production.
Cross-train and prepare your team: Train key team members to manage production, sales, and compliance independently. Documenting workflows ensures buyers can step in without major disruptions.
Address compliance and audits: Buyers expect clean compliance records covering safety, labor practices, and certifications (organic, sustainable, etc.). If you’re not audit-ready, start addressing gaps now.
Planning Today for Tomorrow’s Success
Building a winery exit strategy means creating a business that’s valuable, marketable, scalable, and ready for the future.
At BBG, we’ve helped countless winery owners take these steps, and seen firsthand how transformative they can be. If you’re ready to future-proof your winery and build a brand with strong financials and a water-tight operation that buyers can’t resist, let’s get started.
Ready to build a winery brand that stands out to buyers? Contact Balanced Business Group for expert guidance today.
Author: Maggie Ojeda
With 9 years of experience in finance, specializing in Financial Planning & Analysis (FP&A) and cost management, Maggie Ojeda is a trusted expert in delivering actionable financial insights. She spent 4 years at Grupo Peñaflor, one of Argentina’s top wine producers, where she developed a deep understanding of the wine industry’s financial complexities. Currently, as the FP&A Team Lead at BBG, she leads financial strategy for Napa Valley boutique wineries and emerging CPG brands. Her expertise in financial modeling, variance analysis, and cost management enables her clients to make informed, strategic decisions for business growth.
