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#1141 BUS 846W Financial Management and Strategy

ID : 1510   
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Course Description

This eight-week course provides a concise overview and analysis of the factors critical to financial success for businesses in the wine industry. Students will learn about different corporate and financial structures and strategies; how to deal with business details, like compliance and insurance; and how to use financial planning and analysis to ensure a business’s financial survival and drive growth.


It is recommended that students are currently involved in wine business or have prior wine business experiences.

Course Goals

The course will give the student a working perspective overview of the wine business. At the end of the course, the student will be able to:

  • Sharpen hard skill competencies, including data retrieval and analysis and the creation of a financial plan for a business in the wine industry.
  • Explain the different types of financial and business structures in the wine business.
  • Analyze market entry and exit timing and strategies.
  • Value a wine business and understand the mergers and acquisitions process.
  • Refine his or her understanding of wine industry financial statements and the relevant principles of accounting.
  • Understand the various tax pressures and requirements that affect the wine industry.
  • Grasp the need to remain compliant in today’s regulatory environment and the challenges associated with that.
  • Select an appropriate pricing strategy for products and analyze sales and marketing efforts.
  • Perform basic financial planning and analysis tasks for wine businesses.
  • Draw on various materials provided in this course to perform the tasks their careers demand.

Class Details

9 Session(s)
Weekly - Wed

NA - Online

Jared Dalton 

CEUs : 2.4



Registration Closes On
Monday, June 24, 2024 @ 5:00 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
6/26/2024 - 8/21/2024 Weekly - Wed 06:00 PM - 07:00 PM N/A - Online Jared Dalton