No two wineries are exactly alike when it comes to financial and strategic needs. Our team has decades of experience in both the business and finance of wineries, as well as a passion for creating strong relationships with our clients to provide the best service possible. As a result, we offer an extensive and unique array of services along with the ability to deliver innovative and creative solutions to meet your needs.
From financial advisory and business strategy to full service accounting, assistance with and management of compliance issues and advice and support for mergers, restructures or other special projects, we are the experts you can trust to maximize your winery’s growth and success.
We utilize our extensive financial and work experience in the wine industry to help you chart the best course for your business.
Let us prove to you that we can be your most valuable business partner.
120 Stony Point Road Suite 230
Santa Rosa, CA 95401
Brent is a seasoned professional with a wealth of experience in the wine industry, having worked extensively with both small and large wine companies. Presently, he collaborates with closely held private wineries, providing fractional controller and CFO services that cater to their unique needs.
Brent's career journey has been marked by a diverse range of experiences. He began at Moss Adams, where he closely partnered with wineries and food manufacturing companies in California and across the United States. In this role, he delivered assurance and a spectrum of professional services to a variety of privately held companies, honing his expertise in the field.
Subsequently, Brent transitioned into multiple financial roles within both large wine enterprises and small, family-run businesses. This varied background equips him with a distinctive perspective, allowing him to contribute significant financial and operational value to the clients he serves.
Brent's professional ethos revolves around building strong client relationships and helping them navigate the dynamic and ever-evolving wine industry. His deep-rooted understanding of the sector makes him a valuable asset in steering wine businesses toward continued success.
Timothy Allen, CPA, managing partner of Allen Wine Group, has more than thirty years of winery finance experience, including five years with a Big 4 CPA firm, fourteen years working in operations and finance at wineries, and fourteen years leading Allen Wine Group.