Winery Family Succession Planning Webinar

Get hands-on instruction in this live webinar. Nick supports a variety of family winery brands and will share smart tools and tips for how to approach this important work.

In this hands-on webinar, Nick will share foundational elements to organizing Family Succession Plans and key principles to understand in the process. Learn about the top five considerations that should be addressed to develop an effective plan. Get a clear understanding of what to do and what not to do when preparing to make these important decisions.

Key take-aways include:

• 10 Steps to creating a generational transfer of family business.
• How to work through an internal “Family Business Audit” outlining key relational functions of a family business.
• Tips for deciding who should be involved and how much time should be allocated for this process.
• Review and receive a list of key questions to consider prior to beginning this important work.
• Gain advice on how to evaluate an effective legacy coach to help guide the process and keep it on track.
• Guidance for how to develop reasonable goals and proper structures to ensure accountability in the process.
• Understand the available legal and tax resources as well as academic programs to further family business education.
• View sample documents key to refining the health of a family operation.

MEET YOUR INSTRUCTOR

Being a career winemaker, production director, and General Manager of one of California’s largest wineries, Oak Ridge, Nick Karavidas’ experience in leading wine business spanning three decades has given him a visionary insight that defies many of the ‘status quo’ habits that plague wine distribution in the US.

Nick’s design of top market brands in recent years including Moss Roxx (fastest growing Zinfandel over $20 retail), Maggio Family, 3 Girls Cabernet (Top U.S. sku in national chain Cost Plus), Gnarled Vine, Oak Ridge and OZV (Top 10 US Nielsen Zinfandel), has positioned him a trusted advisor in the wine industry. He serves notable winery families in the areas of Family Succession Planning and Strategic Portfolio Management.