SVB Annual Survey is OPEN
Oct 19, 2025 | 1 min read, 30 min video
Submit your replies to this year’s survey before Oct 27th.
Written by Jeanette Tan | Photo by Adobe Stock
“I guarantee the industry 5 years from now will look very different than it does right now, so the strategies that are starting to wobble today, will be on life support five years from today.” Rob McMillan
These are the key questions everyone is asking and Rob McMillan wants to answer:
Where are the growth opportunities in a rapidly changing environment?
What tactics are successful vintners using to find growth?
Are your biggest challenges unique to your region or business model?
How should you address the various risks to your business?
With limited time and capital, where are successful vintners streamlining for efficiency?
The SVB Annual Wine Industry report tries to give the industry some guidance, but they need your help by participating in the survey.
Survey participants will get access to an exclusive report of over 80 charts, summary analysis and detailed responses of wine industry metrics and trends. You can use these numbers to benchmark your own performance. But hurry, the portal closes on Monday, October 27th.
To make it easier to complete the survey, I made a video to show you how to answer the financial questions. If you have set up your QuickBooks file using our Fundamental Five system, you can answer the financial questions very quickly. But our pointers are useful to everyone.
This video walks you through the financial questions and shows how to pull the information from QuickBooks.
