Business Plan Chart
5 classes over 5 semesters. Est 12 weeks each. Should be done Spring 2016. $10k total, but GI Bill paying.
Important early step. Willie interested? What will be our theme and how will split our budget between the tasting room, winery, and living quarters?
Determine: Exec Summary, Goals, Permits required, Regulations, Legality's, Zoning Laws, marketing demographics, management, concept of operations, Budgets, Financials, cash flow, Type Grapes, Type Wines, Yields, Trellis systems, equipment required, etc.
Finish contract negotiations w/ local farmers to grow 10 acres of grapes for us on our farm. Best land for grapes to grow is ID'd, zoned, and ready to go. Start working supplies. Work contract to lease land in exchange for tending to crop while we're gone.
If needed. Options: Family, Friends, Bank, Venture Capital?
Become Federally bonded Winery w/ Federal Tax and Trade Bureau. Very involved and lengthy process. Requires architectural sketch/plans of winery.
After were bonded w/ TTB, apply for Indiana Liquor license w/ Indiana ATC. Initially start as farm winery (2000 case max). Can I apply without winery built...and not a resident, or in state?
Scott on Navy Det; Emma w/ UNO; if possible...try to visit some country side wineries...take pictures and try to capture essence of the Italian country side Agriturismo.
Soil samples (if required), Survey Site, Visualize and determine Lay-out, Meet w/ Farmers for land or Local Farmers who could grow grapes, City of Commerce, Zoning Officials (if required). Also visit as many local wineries as possible.
Visit Local Wineries, Visit Doug (farm equipment), make contact w/ farmers and start setting up contracts for 10 acres grapes on our land. Determine where to live and if farm house can be saved. Look at lake dredge?
Nail down zoning, planning building permits. Make sure Architectural drawings work. Check for Drainage, Waste management, Insulation, Environmental, OSHA, etc.
Visit local wineries.
Follow up on all permits, check vineyard, close all loops, visit more local wineries. Begin joining local wine organizations, wine trails, societies, etc. Anything to begin networking and meeting the local industry.
Break-ground for winery; meet contractors, visit wineries, make sure everything is set.
81 acres. Well drained, and water table depth not an issue. pH and nutrients fine and can be adjusted for. Can accept medium cold hardy grape, but no Vinifera. Overall, farm should work well for farming...easily have 30 aces just easy of road. Will determine grapes best suited for our farm and geography. Determine vineyard set-up, spacing, Trellis system, type root stock, irrigation, drainage, orientation, and required gear, cost, etc.
2.5 years left; where to move? Stay in New Orleans, other flying tours, or Midwest NOSC (Indianapolis, Cincinnati, Columbus, OH, Decatur) ?
Try to list and ID anybody who might be required and start making connections. Such as: Attorney (?), Accountant, Insurance Agent, Banker (?), Builder, Farmers, Vineyard consultant, Winemaker (?), Marketer/PR/Packaging consultants, Artist/Designer/Photog/Web/Technology consultants, Food service consultant, Custom Crush Partners, Advertisers (?), Local Retailers, Distributors, Other Winery help, cellar rats, Vineyard farmhands.
Permit to serve food on premises. Determine if we want to go with the Argiturismo option...what food items?
Easy...not that involved. Small fee.
Become Official Business; Choose name...Official Structure-LLC or Sole Proprietor.
Have build and ready to process grapes by crush 2019
Winery labels are regulated. Is this an annual process or just when a new wine variety is produced.
90 days paid leave.
Shoot for early late spring 2020. Will have 360 case of 2018 and 2019 vintages.
X acres = est. $X for Trellis, supplies, back hoe, digging, drainage, etc. This is estimated for 8-9 ft spacing using cordon trellis system. Long rows over 700 ft. Should be situated around future winery site. May not include labor.
scout vineyard layout; clean and clear trash debris; try to salvage barn for storage of tractor (or build one). Start clearing land; roads; parking...winery layout. Tear down and burn whats required.
Won't harvest until year 3.
Still training...no grapes until next year.
First harvest of Grapes should be ready to go. 1/2 yield at best
75-90% Crop. Year 4-5 grapes are usually the best until year 10 when a vines hits their golden years and produce the best grapes from 10-20 years old.