Why PERFORMANCE and LEADERSHIP Matter
Whenever you see a successful business, someone once made a courageous decision.
Peter Drucker
Founded in 2024, P&L Performance and Leadership was created to support small businesses in achieving their goals. After nearly 30 years as a President and General Manager in the ultra-premium wine industry, I decided to shift my focus to helping small businesses succeed using the same proven strategies that drive larger enterprises. While every business shares common processes and challenges, the scale may differ but the need for high-level performance and leadership is universal, whether you're a business of one or a larger team.
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At P&L, we start by answering the fundamental questions every entrepreneur asks:​​​
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“How am I doing?”
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“When will I reach my definition of success?"
Many business owners are so focused on the daily demands of their work that they rarely stop to assess their progress. Without clear benchmarks and strategic planning, they often find themselves wondering, “How did I get here?” or “Where am I going?” P&L helps small businesses pause, reflect, and plan effectively so they can track their growth and celebrate milestones with confidence.
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For most clients, our approach begins with a solid foundation: bookkeeping. Accurate and thoughtful bookkeeping provides the essential data businesses need to assess performance in real time. But that’s just the starting point. P&L also offers comprehensive business management services, including customized financial statements and forecasting, to develop clear plans for long-term success. For other clients, we take a more holistic approach, crafting a tailored roadmap that identifies where the business stands today, where it aims to go, and the timeline required to achieve those goals.
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Why Me?
My three decades in the Napa Valley wine industry as a President and General Manager gave me firsthand experience in tackling complex challenges and achieving growth. From making wine in Calistoga and developing vineyards in Stags Leap and Carneros to building a state-of-the-art underground winery in Knights Valley, I led teams to success by focusing on clear goals and measurable outcomes.
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Beyond the wine industry, I co-founded NOTES for EDUCATION in 2009, bringing together Napa Valley wine professionals and Nashville music professionals to support music education. To date, NOTES has donated over $1.5 million, creating sustainable three-year commitments to schools in Napa Valley and metro Nashville.
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Why P&L?
P&L is about empowering small businesses with the tools and insights they need to grow. We provide actionable data, strategic direction, and the same level of high-performance management that larger businesses rely on. Whether you’re just starting out or looking to refine your approach, P&L helps you define success and create an actionable plan to achieve it.