Small Fortune Podcast

Tony Correia is the preeminent real estate appraiser in the California wine industry.  Tony grew up in farming in the Fresno area and has worked in and around agriculture most of his career (except when he was a spy – we’ll cover that in another podcast).  Carol and Tony talk about his career and profession, but also about how the Federal Reserve rate hikes and problems at key industry lenders are...

Sam Bilbro is a 4th generation winemaker and owner of the brand Idlewild which specializes in wines made from Piedmontese varieties grown in and around Northern Sonoma County.  Carol and Sam talk about the business case for these niche wines, as well as his thinking behind his retail Italian wine and food shop.  They also talk about the business lessons he learned from his father, Chris Bilbro, fo...

Carol talks with Tim Allen, founder and managing partner of the Allen Wine Group. AWG provides consulting CFO and accounting services to the wine industry.  Carol and Tim talk about the common mistakes that wine businesses make and how to manage them.  Tim also shares stories about winery transactions he's been involved with - Rosenblum and Kuleto - as well as how to get a wanna-be winery investor...

Our first conversation is with Vic Motto, founder of both MKF, a top wine industry CPA firm, and Global Wine Partners, where Carol and Jaclyn both work.  Vic spent many years advising top companies in the industry from all over the world and with all types of business models, from Gallo to Screaming Eagle.  Vic talks about a number of keys to success in the industry, including the Top Priority for...

Welcome to Small Fortune, a podcast about the business of wine. We discuss how difficult it is to be successful and why.  It’s also about the strategies that various participants in the industry have used to overcome the challenges inherent in making and selling wine.  And it is simply about telling the stories of the wine business.  The podcast is also about entrepreneurship more generally, so an...