Acquiring MindsJanuary 17, 2023

The Wine Business: 5x Growth in a Tough but Fun Industry

with David Page · Post & Trellis

Listen to Episode →

LenderHawk analysis. Not affiliated with or endorsed by Acquiring Minds.

The Deal

Business

Post & Trellis

Industry

vineyard management and wine business serving small, private vineyards in Silicon Valley

State

Year

2010

Deal Source

bizbuysell

Financing Structure

Buyer Equity

Strategic Rationale

Attracted to the recurring revenue and the 'interest, income, and independence' of a niche lifestyle business.

Post-Acquisition Performance

Quintupled in size; grew to 100+ events; 60% recurring revenue.

Key Takeaways

1Focus on business fundamentals like bank statements rather than P&L statements to verify actual cash flows and avoid accounting manipulation
2Acquire smaller businesses if willing to operate in the trenches and learn every aspect; growth potential matters more than initial size
3Build a cohesive team by treating employees with respect, offering growth opportunities through increased responsibility, and creating a positive work culture rather than formality
4Identify businesses with recurring revenue models and niche market opportunities that have room for expansion
5Maintain organizational discipline through systems and accountability while keeping the work environment human and engaging

Want the Full Story?

The full narrative — the personal details, the hard moments, the host conversation — only lives in the original. Go listen.

Listen on Acquiring Minds

Acquiring MindsJanuary 17, 2023

The Wine Business: 5x Growth in a Tough but Fun Industry

with David Page · Post & Trellis

Listen to Episode →

LenderHawk analysis. Not affiliated with or endorsed by Acquiring Minds.

The Deal

Business

Post & Trellis

Industry

vineyard management and wine business serving small, private vineyards in Silicon Valley

State

Year

2010

Deal Source

bizbuysell

Financing Structure

Buyer Equity

Strategic Rationale

Attracted to the recurring revenue and the 'interest, income, and independence' of a niche lifestyle business.

Post-Acquisition Performance

Quintupled in size; grew to 100+ events; 60% recurring revenue.

Key Takeaways

1Focus on business fundamentals like bank statements rather than P&L statements to verify actual cash flows and avoid accounting manipulation
2Acquire smaller businesses if willing to operate in the trenches and learn every aspect; growth potential matters more than initial size
3Build a cohesive team by treating employees with respect, offering growth opportunities through increased responsibility, and creating a positive work culture rather than formality
4Identify businesses with recurring revenue models and niche market opportunities that have room for expansion
5Maintain organizational discipline through systems and accountability while keeping the work environment human and engaging

Want the Full Story?

The full narrative — the personal details, the hard moments, the host conversation — only lives in the original. Go listen.

Listen on Acquiring Minds