Resources: winery business plans

by Brad Asmus on May 13, 2008

Every small business requires a business plan. Wine businesses are no exception. Wineries should also have a marketing plan, but it should always serve the requirements of the business plan. Without a business plan, a marketing plan is a vanity, not a business requirement. Good marketing drives business, and the business plan is the road map.

(Note: The articles and sample plans are linked to the places where I found them on the Web. They are also linked–where it says SWM–to the same documents that I have saved on this site in order to insure continued availability despite the vagaries of broken links, etc. This does not imply any ownership or authorship rights).

Winery Business Plan Resources:

Here is a fine example from Cornell University describing a start-up winery that reflects a pretty typical small winery scenario. The start-up intends to begin with 1,850 cases in the first year and grow to 9,250 cases by year five.

Writing a Business Plan, An Example for a Small Premium Winery, Pisoni and White, Cornell University, Department of Applied Economics and Management, College of Agriculture and Life Sciences, 49 pages SWM-Cornell Sample Business Plan

Cornell also offers a how-to guide for preparing a business plan. A little light, but still useful.

Writing a Business Plan, A Guide for Small Premium Wineries, Pisoni and White, ibid, 39 pages SWM-Cornel Guide to Writing a Winery Business Plan

For a more detailed plan that covers all of the traditional business plan basics and many that are unique to the wine industry, try this one for a mythical Chapel Springs Winery in the Finger Lakes region of New York.

Chapel Hill Winery, LLC Business Plan, Kaufmann Foundation, James J Hill Reference Library, 52 pages. SWM-Sample Business Plan: Chapel Hill Winery

If you haven ‘t written a business plan and would like some help, here is another guide that is useful.

Winery Start Up and Business Plan Handbook , Illinois Small Business Office in collaboration with Southern Illinois University, 71 pages SWM-Winery Start Up and Business Plan Handbook

{ 11 comments… read them below or add one }

Dave April 14, 2009 at 2:15 pm

I was trying to download your links to Winery Biz plans & Start up couldn’t be found any help would be appreciated

Thanks
Dave

Kelli Beck December 29, 2010 at 6:25 pm

I am trying to download the winery business plan and cannot open any of the files. Is there a way you can email them to me?

Jennifer February 13, 2011 at 8:02 pm

I am also trying to download the winery business plans above and cannot open them either. Could you email them to me as well?

Dorin May 31, 2011 at 11:45 pm

I am also trying to download the winery business plans above and cannot open them either. Could you email them to me as well?

Thanks,

Bea June 8, 2011 at 11:47 pm

Would love it if you could email winery business plans links as well.
Thank you.

Keith Parker August 30, 2011 at 3:15 pm

Also would love it if you could email winery business plans. Thank you.

Nick January 18, 2012 at 5:39 pm

I am also trying to download the winery business plans above and cannot open them either. Could you email them to me as well?
Thanks

Petar February 7, 2012 at 12:39 pm

Also would love it if you could email winery business plans. Thank you.

John Viszlay June 1, 2012 at 9:46 pm

Hello, I’d like to get a copy of the sanitized business plan you mentioned at the top of this post. I’ll look forward to hearing back from you! Thanks, John

Cindy Shontz September 25, 2012 at 3:20 pm

Please e-mail me a copy of the winery business plans. Thank you!

Linette January 25, 2014 at 8:50 am

Hi, I think your site might be having browser compatibility
issues. When I look at your blog in Opera, it looks fine but when
opening in Internet Explorer, it has some overlapping.
I just wanted to give you a quick heads up! Other then that, fantastic blog!

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