DAOU Vineyards and Winery needed a 10-year financial projection model for their business to be used and manipulated by the owners and CFO to view various outcomes and scenarios. They were looking for an investment banking and financial modeling expert, preferably with knowledge of winery business operations.
DAOU Vineyards connected with Casey L., an experienced consultant with prior modeling experience in the industry from a previous wine project he recently completed. Additionally, Casey had both operational and financial modeling experience from his experience as a CFO, Private Equity Associate and Investment Banking Analyst. Originally, the project was scoped at 4 weeks, but DAOU was so impressed with Casey’s work product, they continued to work with him on an ongoing basis for an additional year and a half.