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David Kerr, CPA

For years, David W. Kerr, CPA has been providing quality, personalized financial guidance to local individuals and businesses. Their expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. David W. Kerr, CPA is one of the leading firms in and throughout the area. By combining our expertise, experience, and the team mentality of our staff, they can assure that every client receives the close analysis and attention they deserve. Their dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

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DP&F Law

DP&F Law (Dickenson, Peatman & Fogarty PC) is a full-service law firm established in 1964, with offices in Napa and Santa Rosa. DP&F is an industry leader in wine law and offers legal services supporting the wide-ranging legal needs of business owners and operators in wine country. In addition to wine law, the firm’s major practice areas include business and corporate dealings, alcohol beverage law and compliance, employment law, land use matters, civil litigation, intellectual property, geographical indications, and real property transactions.

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Farella Braun and Martel LLP

Farella Braun and Martel LLP is a leading Northern California law firm representing corporate and private clients in sophisticated business transactions and complex commercial, civil and criminal litigation.

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First American Title Company

First American Title Company of Napa's goal is to be the leading land title and real estate settlement service provider in the Napa area and throughout the state of California by serving our customers in a friendly and professional way.

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Joshua Gold Coaching

Having trouble getting clarity around your goals and objectives? Not being able to focus on getting the right things done on a consistent basis? Not having time to work on your business because you are too busy working in your business? These are the issues that I hear from clients every day. It doesn’t have to be that way! After all, you are in control of your future! You are the cause of the effects! Want to work one on one with Joshua? Book an appointment now. Benefits of working with Joshua Gold Transformation Achieve the Transformation through our work together. Whether through one on one, group coaching or any of the other programs we run. Clarity & Focus With that transformation comes Clarity and Focus. You will be able to see more clearly the direction that you want your life to take. Goals & Objectives Once you have that clarity and focus you can set your Goals and Objectives and put in place the systems you need to achieve them.

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JVH Business Solutions

JVH Business Solutions works with small to medium size business owners, and successful entrepreneurs to solve many business challenges to build value for their companies, and themselves. JVH Business Solutions offers Digital Marketing Strategy services including LinkedIn Sales Navigator Training, business coaching, and transition planning. A highly experienced business advisor and expert in retirement planning, JVH helps companies build and manage their compensation plans including 401K and deferred compensation. As a Certified Financial Planner and Certified Exit Planning Advisor, JVH Business Solutions identifies barriers within a business, organizes the issues, and asks hard questions to transition a good company to a significant company. For more information on how JVH Business Solutions can support your business, or your desire to sell your business, contact John Heflebower at [email protected] or 707-321-2324.

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Leadership 360

Leadership 360 is a Human Resources consulting & leadership coaching firm that provides customized support to both the individual and the organization. We specialize in helping leaders find the career fulfillment they are looking for while building their leadership ability to navigate their teams to high performance. Don’t go it alone. We quickly learn your business, your leadership style, your talent strategies and your teams. We assess what is broken and then develop a customized plan that gets you on the path to an engaged team that delivers innovation and business growth. Carolyn Troyan is the President & CEO of Leadership 360 She brings to her work over 25 years of leadership coaching and strategic HR experience. She is known for her empathetic coaching style, which creates a safe and supportive environment for her clients to explore their leadership potential and progress toward their goals. As a trusted advisor to leaders across industries, Carolyn has successfully guided numerous organizations through the process of navigating major market and talent shifts as well as driving major cultural changes that deliver business value. In addition to running Leadership 360, Carolyn is an advocate for diversity in leadership, regularly contributing to thought leadership in the field and volunteering her time to mentor and support emerging leaders from underrepresented backgrounds. Carolyn held global HR executive roles at Electronic Arts, TIBCO Software, Siebel Systems, and was a strategic rewards consultant at Mercer Consulting. Carolyn holds a B.A. in Psychology and Political Science from Miami University and an MBA in Corporate Strategy from the University of Michigan.

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Meineke & Co CPA, Inc.

If you are looking for a blend of personal service and expertise, you have come to the right place! Meineke & Co CPA, Inc offers a broad range of services for business owners, executives, and independent professionals.

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NorthPoint Group

As a leading Oracle Cloud Applications System Integrator, the NorthPoint Group empowers their clients to simplify their business by leveraging the full breadth of Oracle features and functionality.

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Pacific Energy Institute

Newport Consulting Group, LLC advises electric industry clients globally. They specialize in management consulting services to technology, energy, and venture executives worldwide.

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Umpqua Bank

Umpqua Bank is helping people, businesses, and communities build economic vitality for the greater good. Most banks treat their customers like customers. They treat their customers like people. You, your life, your money management style—all things that are more important to us than the size of your balance. They pair financial expertise with a passion for getting to know you as an individual—and it’s not just because we’re looking for new gym buddies. They’re on a mission to help you manage your money in a way that matches how you live your life. To do that, they’re committed to learning more about you than your account number. They’re the largest bank headquartered in the Northwest and a leading western U.S. financial institution with over $50 billion in assets and more than 300 locations in Washington, Oregon, Idaho, California, Nevada, Arizona, Utah, and Colorado. In addition to retail banking, Umpqua also offers comprehensive business banking and commercial finance services. Visit the St. Helena Branch located at 1065 Main Street in St. Helena, CA where they look forward to helping you and your financial needs.

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WSI Next Gen Marketing

WSI Next Gen Marketing is a Napa-based full-service digital marketing agency that creates a unique, custom online presence for its clients and drives business growth with well-orchestrated marketing strategies. Their services include brand development, custom design websites, social media marketing, and lead generation services like digital advertising, SEO, and email marketing campaigns. Since 2014, the team of marketing experts has served more than 200 local clients and received over 40 online reviews with 5-star ratings on several review networks. Visit their wine marketing website: NextGenWineMarketing.com Award-winning solutions, hand-crafted in Napa. Small enough for personalized attention, big enough for outstanding results.

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