SVB Annual Survey is OPEN

Oct 4, 2023 | 1 min read, 30 min video

Submit your replies to this year’s survey before Oct 20th.

Written by Jeanette Tan | Photo by Adobe Stock

“The wine industry is in uncharted territory, but analysts' opinions of its current state vary. If the analyst views were music, they would range from Bob Marley's, 'Every Little Thing's gonna be Alright,' to Led Zeppelin's, 'When the Levee Breaks, I'll Have no Place to Stay.' Who are you going to believe?” Rob McMillan

Now is your opportunity to get access to an exclusive report of over 50 charts, summary analysis and detailed responses of wine industry metrics and trends. You can use these numbers to benchmark your own performance. But hurry, the portal closes on Sunday, October 20th.

One of the key components to the report is information and metrics submitted by wineries through the Annual Survey.  As a thank you for your time, only the folks who submit replies to the survey will receive the charts and graphs. These are only available to folks who participate in the survey. Everyone else only gets to download the final report.

To make it easier to complete the survey, I made a video to show you how to answer the financial questions. If you have set up your QuickBooks file using our Fundamental Five system, you can answer the financial questions very quickly. But our pointers are useful to everyone.

This video walks you through the financial questions and shows how to pull the information from QuickBooks.