CASE STUDY:

Schweiger Vineyards

GROCERY AISLE:

Wine & Spirits

SERVICES:

Payroll and admin text on a beige background with a pink border and a tulip icon.
Signature Operations badge with a shield and star icon.

CHALLENGE:

Family-run doesn’t mean unsophisticated. Schweiger Vineyards, led by first-generation winemaker, second generation grape grower, and CEO Andy Schweiger, balances the intimacy of a family business with the rigor of a modern operation, including an active outside advisory board.

Before partnering with Cultivar, Andy had too many hats to wear and not enough clarity around the financial impact of key decisions. Budgeting was reactive. Wine costing by SKU was fuzzy. Payroll, capital expenditures, and long-term planning were all on his plate. What he needed wasn’t just a bookkeeper, it was a strategic finance partner who understood the wine business inside and out.

OUR FIX:

Over the past four years, Cultivar has supported Schweiger with full-service finance and operations support, so Andy can lead, not juggle.

We prep financial reporting for advisory board meetings and have even presented directly to the board when needed, ensuring every detail is clear, credible, and ready for strategic discussion. We also lead Schweiger’s annual budget process, coordinating across departments and evaluating decisions like whether to invest in internal vineyard labor versus outsourced management.

Capital planning is no longer a question mark. From production maintenance to new equipment purchases, we help Andy forecast timing, cost, and cash flow impact.

And on the wine side? We built a SKU-level costing model so Andy knows exactly how much each bottle costs, from vineyard to glass. That clarity helps him price confidently and identify the most profitable sales channels.

RESULTS:

With Cultivar, Andy now runs his business with the same level of financial sophistication as wineries ten times the size—without losing the soul of a family estate.

He has the systems, insight, and support he needs to stay proactive with his team and focused on long-term growth.

BY THE NUMBERS:

2

GENERATIONS

100%

OF SKU’s COSTED DOWN

4

QUARTERLY ADVISORY BOARD FINANCIALS

  • “With Cultivar, I finally have the clarity and support I need to lead both our business and our family into the next generation.”

    — Andy Schweiger, Founder & Winemaker

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