Valley Strategic Partners Finance

What Valley Strategic Partners Finance does

Valley Strategic Partners (VSP) is a privately held consulting firm founded in 2016 by Keith L. Crawford as an offshoot of The Loftin Group LLC, a managerial consulting practice. VSP delivers CFO-level financial, strategic, and operational advisory services exclusively to organizations in the winegrowing and winemaking industry, operating with the thesis that wine businesses are structurally more complex than they appear externally.

The firm's service portfolio comprises six interconnected offerings: Financial Management Consulting (financial statement reporting, historical financial analysis, pro forma modeling, sensitivity analyses, business and asset valuation, capital planning, finance/accounting organizational design); Strategic Management Consulting (assessment, design, and implementation); Post-transaction Audits and Assessments; Business Plan Design and Creation; Emergency Preparedness and Prevention; and Disaster Recovery, including FEMA Public Assistance Program and Individual Assistance Program response leadership. The principal is the sole identified individual, with delivery executed through a 'linked network of senior executives and professional consultants.'

The business model is professional services on a project or retainer basis, with no disclosed pricing, no proprietary technology platform, and all client inquiries directed via a single email ([email protected]) and phone line. GTM is enterprise field sales driven by direct outreach, referrals, and industry network connections within wine; geographic scope is the United States. Revenue, headcount beyond the principal, and named customers are not publicly disclosed, and the firm carries no external institutional investment.

Name

Valley Strategic Partners Finance

Legal name

Valley Strategic Partners

Website

https://vspfinance.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Valley Strategic Partners is a privately held consulting firm delivering CFO-level financial, strategic, and operational advisory services — including financial management, strategic consulting, post-transaction audits, business planning, and disaster recovery — exclusively to winegrowers and winemakers in the United States.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Wine industry consulting
• CFO advisory services
• Financial management consulting
• Strategic management consulting
• Winegrower financial services

Headquarters

HQ city

St. Helena

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Management Consulting: CFO-level financial consulting services including financial statement reporting, historical financial analysis, pro forma financial modeling, sensitivity analyses, business and asset valuation, capital planning, and finance/accounting organizational design. Delivered on a project or retainer basis to organizations from startup to multi-billion-dollar scale.
2. Strategic Management Consulting: Strategic assessment, design, and implementation services to enhance shareholder value through innovative strategic, operational, and transformational solutions. Focuses on understanding the entire business landscape for better strategic decisions.
3. Post-transaction Audits & Assessments: Services examining transaction outcomes, projects, acquisitions, or disposals to help organizations understand results and improve future similar processes.
4. Business Plan Design & Creation: Assistance in designing and creating business plans for entrepreneurs, from foundational questionnaires to draft creation, critique, and revision of existing plans.
5. Emergency Preparedness and Prevention: Design and implementation of emergency readiness plans, ranging from unexpected announcements to full-scale environmental disasters.
6. Disaster Recovery: Post-disaster recovery leadership services, particularly in FEMA response and implementation of Public Assistance Program and Individual Assistance Program.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Valley Strategic Partners Finance is a specialized consulting firm that delivers CFO-level financial, strategic, and operational support exclusively to winegrowers and winemakers. The firm provides six core service lines: Financial Management Consulting, Strategic Management Consulting, Post-transaction Audits & Assessments, Business Plan Design & Creation, Emergency Preparedness and Prevention, and Disaster Recovery. Services are delivered on a project or retainer basis by a linked network of senior executives to organizations ranging from startups to multi-billion-dollar enterprises.

Product overview

Valley Strategic Partners is a consulting firm offering a unified portfolio of CFO-level advisory services to the winegrowing and winemaking industry. The company provides six interconnected consulting services: Financial Management Consulting (covering financial reporting, analysis, modeling, and valuation), Strategic Management Consulting (encompassing strategic assessment, design, and implementation), Post-transaction Audits & Assessments, Business Plan Design & Creation, Emergency Preparedness and Prevention, and Disaster Recovery. These services are delivered by a linked network of senior executives and operate as an offshoot to The Loftin Group, LLC, with the firm's principal having served as fractional/full-time CFO for multiple organizations including The Idea Village, Krewe Eyewear, Peter Mayer Advertising, and rescue Dog Wines since 2007.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Management Consulting CFO-level financial consulting covering financial statement reporting, historical financial analysis, pro forma financial modeling, sensitivity analyses, business and asset valuation, capital planning, and finance/accounting organizational design. Targeted at wine industry organizations ranging from start-ups to multi-billion-dollar entities.
• Strategic Management Consulting Strategic assessment, design, and implementation services aimed at enhancing shareholder value through innovative strategic, operational, and transformational solutions. Helps organizations understand the multi-plane business environment to make informed decisions.
• Post-transaction Audits & Assessments Examines outcomes of transactions, projects, acquisitions, or disposals to help organizations understand results, identify learnings, and minimize organizational distraction during similar future events.
• Business Plan Design & Creation Assistance for entrepreneurs in designing and creating business plans, from foundational questionnaires through draft creation, critique, and revision of existing plans.
• Emergency Preparedness and Prevention Design and implementation of emergency readiness plans ranging from unexpected announcements and exposure events to full-scale environmental disasters, coordinating expertise from all stakeholders.
• Disaster Recovery Post-disaster recovery leadership with expertise in FEMA response and implementation of the Public Assistance Program and Individual Assistance Program.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• The Loftin Group, LLCcoreOthersThe Loftin Group, LLC is a managerial consulting practice focused on financial management consulting, strategic planning, and disaster preparedness and recovery. Valley Strategic Partners was formed as an offshoot to The Loftin Group in 2016, indicating a shared leadership and operational relationship. The firm has extensive experience in disaster recovery, particularly in FEMA response and implementation.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• BDO USA: Major US accounting and advisory firm with a dedicated food and beverage / wine industry practice. Comparable as a broad incumbent offering overlapping financial advisory services to wine clients.
• Moss Adams: Top-15 US accounting and consulting firm with a well-known wine industry practice serving vineyards and wineries across the West Coast. Comparable as a broader firm with overlapping wine industry CFO-adjacent services.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm with food and beverage industry expertise serving agricultural clients including vineyards. Comparable as a broad incumbent offering financial management consulting to similar agribusiness customers.
• Armanino: Top-25 US accounting and business consulting firm with a food and beverage practice serving wine and spirits producers. Comparable as a broad incumbent offering overlapping CFO advisory and consulting services.
• Andersen: Global tax, valuation, and advisory firm with a recognized wine industry group. Comparable as a broad incumbent offering valuation, advisory, and CFO-adjacent services to wine industry clients.

Direct peers

• Turrentine Brokerage: Wine and grape brokerage serving California growers and wineries with strategic advisory and market intelligence. Comparable as a wine-specialized advisory intermediary serving similar customer profiles.
• Global Wine Partners: Specialized M&A and strategic advisory firm focused exclusively on the wine industry. Directly comparable as a niche wine industry advisory practice offering strategic and transaction-related services to growers and producers.
• Ciatti Company: Global wine and grape brokerage with embedded advisory services for wineries and growers. Comparable as a wine-vertical specialist offering commercial and strategic counsel alongside transactional services.

Emerging players

• Wine Compliance Alliance: Niche regulatory and compliance advisory firm specializing in wine industry TTB, label, and operational compliance. Comparable as an emerging specialist serving wine producers with focused advisory services.
• Burgundy Group: Wine industry consulting firm offering strategic advisory and operational support to growers, producers, and distributors. Comparable as a niche wine-focused consultancy with overlapping service orientation.

Market position

Strengths1 record

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/valley-strategic-partners-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valley Strategic Partners Finance