How shifting demographics are affecting winery valuations
As consumer habits evolve, so do winery valuations. Learn how demographic shifts, premium wine trends, and DTC models are driving change.
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James Elliott
CPA, CGMA
Partner, Tax
Regional Managing Partner, North Bay
Location: Santa Rosa
Services: Private Client Services
Industries: Consumer Business, Wine & Agribusiness
James Elliott brings over two decades of public accounting experience to his role as a Partner at BPM. He specializes in supporting high-net-worth clients and businesses in the consumer and wine industries. His unique background and focused experience make him an invaluable asset to wine businesses of all sizes.
In his leadership role at BPM and his past work at a Big Four, he has collaborated with a diverse range of wine companies, from global top-10 producers to local sole proprietors. This broad exposure has given him a comprehensive understanding of the industry’s challenges and opportunities at every scale.
James knows and loves the North Bay. He is an alumnus of Sonoma State University and leads BPM’s Santa Rosa office. He believes in a more personalized, meaningful approach to client service, which he can take at BPM.
Some of his specialties include:
- Tax compliance and consulting for wineries and vineyards
- Business advisory services for entrepreneurial owner-managed businesses
- High net worth individual tax planning
- Ultra-high net worth multi-generational family wealth transfers
- Estate planning and administration
- Business acquisition analysis
James Elliott holds an active CPA license in California.
Interesting tidbit
James loves to spend his free time with his family traveling and visiting National Parks (Yosemite is his favorite).
Certifications
- Certified Public Accountant
- Chartered Global Management Accountant (CGMA)
Community
- Member – American Institute of Certified Public Accountants (AICPA)
- Member – California Society of Certified Public Accountants (CalCPA)
- Trustee and Finance Chair – Sonoma Country Day School
- Board of Directors, Treasurer – Santa Rosa United Soccer
- Past Board Member – SSU Alumni Association
Education
BS/Business Administration – Sonoma State University
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