Choose the engagement
that fits your needs.
Most clients blend more than one. Start with a free discovery call and Jon will help you figure out the right approach.
An unbiased outside perspective on how to run your business more effectively. Jon brings 30+ years of real operational and financial experience to bear as your trusted advisor — without the overhead of a full-time hire.
- Outside perspective free of internal politics
- Resources, connections, and proven frameworks
- AI adoption and future business planning
- Ongoing advisory relationship or project-based
Goal-setting, strategic planning, and accountability — with a coach who has actually held VP, Director, and CFO-level roles. Jon works alongside you to build a realistic plan and holds you accountable to executing it.
- Clear goals and a prioritized roadmap
- Financial clarity and decision-making support
- Leadership development and team dynamics
- Weekly, bi-weekly, or milestone-based sessions
Jon rolls up his sleeves and does the work. As your consultant, he executes directly — building processes, implementing systems, restructuring finance, and managing projects in place of an in-house expert.
- Process design and documentation
- Financial systems and cost accounting
- ERP selection and implementation management
- Supply chain, operations, and project delivery
25+ years inside the wine industry — at Kendall Jackson, Rack & Riddle, WX Brands, and J. Rickards Winery. Jon brings deep, lived expertise to wineries, wine brands, and wine-adjacent businesses that generalist consultants simply can't match.
- Wine finance, cost accounting & compliance
- DTC, wine club growth & operations
- Winery ERP selection & implementation
- New product development & brand launches
Not sure which service
is the right fit?
Start with a free 30-minute discovery call. Jon will listen, ask the right questions, and give you an honest recommendation — no pressure either way.