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Burr Pilger Mayer’s Winery and Vineyard team of CPAs offers a full suite of tax, accounting and consulting services from start-up to succession and everything in between. We have created the BPM Wine Survey series as a service to answer the long-standing desire of the industry to have better, faster and more detailed industry data. Follow us on Twitter: @BPMWine Visit our website: http://bpmcpa.com/wine/

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Monday, February 13, 2012

Survey #2 - Past, Present & Future - Expanded Results

The following graphs are examples of the expanded results preformed on our latest survey. All respondents receive a full report of additional analyses as a "thank you" for participating in the survey. Here are 2 graphs from Survey #2 - Past, Present & Future.

The chart below shows how Case Sales in Q4 2011 compared to Q4 2010, broken down by Region. Over 45% of Napa respondents experienced Case Sales growth of over 10%, while only 10% of respondents from Napa showed any decrease in cases sold. Results varied outside of California, where over 30% of respondents reported very strong growth, but over 20% experienced a decrease in case sales of over 10%.

In the graph below, we see the trend of owners creating financial projections when they enter the business. While 100% of respondents who have entered the business in the last 3 years have created financial projections, only 45% of those who have been owners for more than 3 years created financial projections. In the report sent to respondents, we also noted the direct correlation between financial planning and financial performance.

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