There are now profoundly better Risk Management Programs to adopt in 2021 and beyond, that could address your current business needs and accelerate your financial goals. You’ve owned, operated and grown your Winery through difficult times, including Covid. We are saying there’s a way for you to significantly increase your Return on Investment (ROI) going forward. It’s a program that will increase the ROI and reward you, the owner entrepreneur.
Our business is a financial enterprise and is focused on the financial needs and wants of our clients, all of whom are successful small to mid-size business owners. We work hard every month and every year, working within an ethical framework to do what’s in our client’s best interests, something that sustains our success every year.
The first link below is a 2-page summary that starts to explain what the CapAlt Model is, as it applies to you. The second is a 2-page listing of risks appropriate for any privately owned winery enterprise from which you can choose to be insured as protection against all of your operational business risks.
ARE YOU A MEDICAL PROFESSIONAL? 