Fractional General Management

Ongoing operational leadership for wineries that need stronger management capacity, clearer accountability, and support executing business priorities. 

Typical areas may include:

• operational planning and prioritization 
• team structure and accountability 
• cash-flow visibility and financial oversight 
• sales-channel and revenue strategy 
• owner decision support 
• supplier, distributor, and partner coordination 
• growth, succession, transition, or sale readiness 
• optional Coferment network collaboration opportunities where there is a clear mutual benefit

Project-based consulting for owners and leadership teams who need an experienced wine-industry business perspective on a defined challenge or opportunity:

• business planning 
• operational reviews 
• organizational structure 
• sales and channel review 
• hospitality program strategy 
• licensing and regulatory navigation 
• growth, transition, succession, and readiness planning

Business Diagnostic Assessment:

A structured review for winery owners who know something needs attention, but are not yet certain where to start.
Possible scope:

• review of business model and current priorities 
• financial and operational snapshot 
• organizational and leadership review 
• key constraints and risks 
• high-level recommendations 
• a prioritised action plan

Reliable financial administration is foundational to good business decisions. Coferment Management provides winery-focused bookkeeping and financial support to help owners maintain timely records, improve visibility, and work more effectively with their accountant.

Support can be structured as an ongoing service or integrated into a broader fractional GM engagement, depending on the needs of the business.  

Possible scope could include:

• accounts payable and receivable support 
• invoice entry and coding 
• bank and credit-card reconciliations 
• payroll coordination or payroll administration
• month-end preparation for the accountant 
• sales and inventory reporting support 
• cash-flow tracking 
• financial filing and document organization 
• coordination with external accountants

Bookkeeping services do not replace the role of an external accountant or tax advisor.