545 Fourth Street, Santa Rosa, CA, United States of America, 95401
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Wine Industry Trends and Financial Strategies for the 2021 Sonoma County Landscape
Straightforward overview of the financial resources, including Small Business Administration (SBA) government programs, and other resources vineyard and wineries need for short term and long term planning to create and execute new strategies to help evolve to the reality of 2021.
This 25-minute seminar recording is intended for local business owners and those who manage marketing and financials.
Topics covered:
- Wine Industry Trends and Adjusting to the Market
- Government Programs
- Vineyard, Winery & Agricultural Lending
- Small Business Admiration (SBA) Loan Options
- Leasing vs. Lending
Presenter:
Summer Jeffus, VP of Regional Business Development Officer, Exchange Bank
Over 20 years of implementing growth opportunities and marketing within the wine and restaurant industry while providing business development and community leadership.
- Cal Poly Agribusiness, Minor Viticulture
- Board Member- Sonoma County Farm Bureau
- Founding Member- Sonoma Vintners Barrel Auction Committee
About
Who we are
As Sonoma County's local community bank for over 130 years, Exchange Bank always been about serving our customers who represent the fabric of our community. We are a people-first bank where relationships matter, providing the personal attention and lending expertise of a local community bank.
Why we are different
Local staff: Experienced staff that understands the financial needs of the community and customizes solutions to meet your unique needs.
Local lending experts: Local team with expertise in agriculture, wine, construction, commercial real estate, manufacturing and specialty foods.
Local decision making: Financial decisions are made here—with direct, personal access to bankers who understand your financial needs.
How we add value to you
We can help strategize your business goals and support your business' growth and success.
Contact
Contact List
| Title | Name | Phone | Extension | |
|---|---|---|---|---|
| VP/Commercial Loan Officer | Jason Hinde | jason.hinde@exchangebank.com | 707-541-1455 | |
| Equipment Leasing | Janae Simmons | janae.simmons@exchangebank.com | 707-521-5023 |
Location List
| Locations | Address | State | Country | Zip Code |
|---|---|---|---|---|
| Exchange Bank | 545 Fourth Street, Santa Rosa | CA | United States of America | 95401 |
List of Locations
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