What We Do

Artisan Source specializes in helping businesses operate more productively. We can help transition an organization through uncharted territory to a position of competitive advantage, by stepping into the business, evaluating current operations, identifying needs, developing an action plan and helping implement it. Drawing on experience from leading public and private wine and spirits companies, Artisan Source can provide hands-on support and advisory services in most areas of management:


Brand Development: Defining brand identity with differentiation, added value and consumer relevance requires objectivity and experience that may not be available within every company.


Sales and Distribution Strategies: Identifying the best routes to market for the business and then building a sales plan that attracts, motivates and retains exceptional employees and trade partners is key to the brand building process.


Validating the Business Proposition: Businesses succeed because they satisfy needs better than their competition. They do this by offering well differentiated goods and services, keeping them leading edge and relevant to prospective customers.


Enhancing Management:Many smaller brands or companies do not have access to the complete range of management skills required to be competitive. Without strategic and tactical proficiency, businesses struggle with resource allocation, branding and sales execution.


Temporary Management Support: Companies frequently require interim help with complex business issues in marketing, sales, business development, financial planning and transitions.


Financial Planning: Understanding financial needs requires an in-depth insight and knowledge of the industry. Many early stage ventures invest heavily in infrastructure and product development. They often establish the brand in a limited number of markets but underestimate the time and resources required to become self-funding.


Evaluating and Measuring Returns: Utilizing the correct forms of cost accounting, margin management, ROI and ROA to effectively guide the business is critical to delivering optimal performance and the right balance between short term profit generation and long term value creation.


Expert Witness Services: Working with attorneys and their clients on litigation involving distribution, marketing, business transactions and operating agreements.