The Refined Palette of Investment

Exploring Wine as a Strategic Asset

wine bottle laying on blue silk

By: Shana Orczyk Sissel – Founder, President & Chief Executive Officer of Banríon Capital Management

In a time period marked by the unpredictable swings of traditional markets, many investors are turning their attention to more tangible assets that provide not only financial returns but also offer a personal and luxurious experience. Among these alternatives, fine wine is becoming increasingly appealing. As a long-time observer and participant in the alternative investment space, I have seen a significant uptick in wine investment interest, particularly among investors aiming to diversify their portfolios while adding a uniquely personal touch.

Why Wine?

  The appeal of investing in wine is layered and robust. Historically, fine wine has shown remarkable resilience in the face of economic downturns, often outperforming traditional stocks and bonds during inflation and market instability. This resilience is largely due to wine’s status as a luxury item, with its value driven by limited supply and increasing global demand. The finite production of certain vintage wines means that as bottles are consumed, the remaining ones become rarer and potentially more valuable. This positions wine not just as a hedge against inflation but as a compelling means for capital preservation.

Wine Fundamentals for Investors

  For those new to wine investing, understanding the fundamentals is crucial. Key factors to consider include the reputation of the vineyard, the quality and rarity of the vintage, and proper storage conditions to preserve the wine’s value. Investing in wine requires a strategy for buying, storing, and eventually selling:

●     Selection: Focus on well-known regions like Bordeaux, Burgundy, and Napa Valley, which historically produce wines that appreciate in value.

●     Storage: Proper storage is critical and should be in a climate-controlled environment to protect the wine’s quality and longevity.

●     Insurance: Like any valuable asset, wine collections should be insured, especially as their market value increases.

●     Exit Strategy: Knowing when and how to sell is as important as knowing what to buy. Most fine wines reach a peak market value at a certain point of maturity.

Personalization at Its Best

  Investing in wine is a deeply personal experience. Each bottle has its own story, tied to its origin, vintage, and the subtleties of its taste. This personal dimension allows financial advisors to engage with their clients on a deeper level. Offering wine as dividends, for instance, instead of traditional cash payouts, forges a more meaningful connection between investors and their investments. Imagine the moment of pride an investor feels when uncorking a bottle from “their” vineyard’s wine while entertaining at home.

Strengthening Relationships

  For advisors, the wine industry offers a distinctive way to deepen client relationships. Discussing wines, sharing tastings, and exploring vineyards can be powerful relationship-building experiences. These interactions allow advisors to connect with clients in settings that extend beyond conventional business environments, fostering a sense of camaraderie and shared interest.

  In the same vein, effectively marketing a vineyard or winery to financial advisors can enhance these relationships further. Invite advisors to your property for tours, tastings, and in-depth discussions about your production process and business philosophy. When advisors are familiar with a vineyard’s story, its commitment to quality, and its unique offerings, they are better positioned to recommend these investments confidently to their clients.

Diversification Through Wine

  Wine offers substantial diversification benefits. Its low correlation with conventional financial assets like stocks and bonds means it can help smooth out portfolio volatility, providing steadier returns over time. Incorporating wine into an investment portfolio can act as a buffer against market swings, appealing to those seeking more stability in their investment journey.

Avenues for Investing in Wine

  There are several options when it comes to investing in wine, each offering unique benefits and risks. Direct ownership of bottles or cases is the most traditional method, providing control over selection and requiring knowledge of wine regions and proper storage. Alternatively, wine funds offer ease through professional management, though they lack liquidity and involve fees. Those preferring a more traditional market approach might consider wine stocks, which involve investing in publicly traded companies related to the wine industry. Wine futures, or “en primeur,” allow investors to buy wine before it is bottled, potentially at lower prices, but this comes with its own set of risks related to market and production quality.

  Emerging trends like wine exchange platforms and crowdfunding are modernizing wine investment. Exchange platforms provide transparency and liquidity, enabling the trading of wine much like stocks. Crowdfunding platforms let investors buy shares in vineyards or wine projects, reducing the barrier to entry and allowing participation in potential profits from wine production without substantial upfront investment. We work closely with advisors to help them tailor and better understand the investment options that work best for individual clients.

Seizing Opportunities in the Regulatory Landscape

  Recent shifts in regulatory frameworks have opened new avenues for winemakers and investors. With the ability to raise capital from the public more freely than before, vineyards and wineries can now explore new ways of funding their operations and expansions. However, despite the high demand, there are surprisingly few wine funds available, offering a niche yet potentially lucrative investment opportunity. A thorough understanding of the market and regulatory environment will ensure investors can identify and capitalize on the best offerings.

Targeting a Broader Investor Base

  The demographic of wine investors is expanding, with women in particular drawn to the combination of cultural appreciation, luxury, and investment potential that fine wine offers. Wineries have a significant opportunity to cater to this demographic, especially at tastings, which predominantly attract couples and women. Additionally, social media has introduced new marketing channels that are not only more cost-effective compared to traditional advertising channels like television, but also resonate strongly with the female market. Influencers can provide a personal touch and create authentic connections with products, while “mom memes” underscore wine’s cultural integration.

Global Market Trends

  The global wine market is experiencing significant shifts, influenced by changing consumer behaviors and economic conditions. According to Spherical Insights, the global wine market size is projected to reach $583 billion by 2032 with a compound annual growth rate of 5.7%. Emerging markets, especially in Asia and parts of Africa, are developing a robust appetite for luxury wines driven by increasing wealth and a growing middle class. As a result, demand is likely to keep rising, potentially pushing prices higher in well-established and emerging wine markets alike.

  In Europe and North America, consumption patterns are stabilizing, but the interest in high-quality, sustainable, and boutique wines is growing. This shift towards premium products supports higher price points and can enhance investment returns.

The Future of Wine Investing

  The future looks promising for the wine sector. As awareness of its benefits grows, more investors are likely to explore how wine can complement their portfolios. For newcomers, starting with a reputable wine fund can provide a secure and enlightening entry into the market, combining financial benefits with the pleasure of ownership.

The Last Sip

  Wine investing extends beyond simple asset acquisition; it’s about embracing a lifestyle and crafting a portfolio that mirrors personal tastes and passions. For those eager to incorporate sophistication and personalization into their investment strategy, wine offers an enticing path. Whether you’re a seasoned collector or new to the world of wine, the right investment strategy can transform every sip into not just a taste of exquisite craftsmanship but also a toast to financial prosperity.

As Founder, President & Chief Executive Officer of Banríon Capital Management Shana Orczyk Sissel helps independent advisors navigate the complex world of alternative investing, bridging the gap between public and private alternative investment opportunities. Additionally, she assists clients with investment platform development, alternatives in portfolio construction and developing best practice in alternative investment due diligence. In this role, Ms. Sissel assisted in the launch of Armada ETF Advisors, and served as a key advisor in the firm’s recent launch of its first ETF product, the Home Appreciation U.S. REIT ETF (HAUS).

Bottling Day Tips and Tricks

two people talking in front of wine bottles on a bottling conveyor

By: Tom Payette – Winemaking Consultant

This article is a sequel to the previous article on bottling.  It applies not only to mobile bottling but also any bottling line quality control a winemaker may be a part of.  Each line has its own Critical Control points so use this article as a foundation to build on for your specific bottling operation/mobile bottler.  Winemakers – it’s time to be on your toes!

  Make sure your wines are ready, free sulfur dioxide adjusted and at the appropriate temperature for the bottling.  Makes sure the dissolved gases such as oxygen and carbon dioxide are where you want them and measured if possible.  The wine should be filtered to the appropriate micron rating prior to the days bottling and mixed well to provide uniformity in each bottle.  If chasing the wine surface, in the tank, downward with a nitrogen blanketing gas – be sure to have that system in place.

Start of sanitation:  Be sure the sanitation proce

dure of the bottling line is being done to satisfaction.  If steaming be sure to reference in a previous article on that subject and if performing a pressure hold test on the cartridge filter after steaming be sure to consult that article for details.  Be a team player to achieve the best possible sterile conditions prior to having the wine enter the bottling line.  Make sure corker jaws are clean and any areas that may affect the wines long term bottle integrity are well within range.

Inspect raw materials/dry goods:  The best time to look over the dry materials and packaging goods is upon receipt at the winery – allowing time for any potential corrections with suppliers.  Place capsules on bottles, inspect labels for proper size and printing, assemble packaging in full bottles and review the actual shelf presence.  During bottling be sure to monitor, by way of random sampling, the actual process before or while bottles are going through the line.  Empower case packers to keep a keen eye, also, as quality control agents, before they place finished bottles in the case box.

Bottles:  Be sure to inspect bottles during the bottling process.  Feel them – are they out of round?  Are the necks straight?  Feel inside for the proper irregularity inside the bottle assisting to keep the cork in (discard these bottles after doing so for sanitation reasons).  Check with calipers if any irregularities are found.

Corks, closure:  Inspect these items and test for any taints or manufacturing irregularities.  Soak corks and allow for taint issues to form or have them tested for TCA detection well ahead of bottling.  During the bottling process look for creases caused by corker jaws or disks (looking like small watermelon slices) coming off and identify why they are happening.  Lay bottles on their side and inspect for leaks.  Use a vacuum needle gauge to monitor any irregular pressures/vacuum inside the bottles randomly (remove cork after doing so and place back to be recorked).   [For a free parts list to build an inexpensive vacuum needle gauge to be used on cork closures please contact my office at 540-672-0387 and supply your postal mailing address.]   Identify your ranges of tolerance here if any.   Screw caps and their bottles have exact tolerances so make sure these two pieces of the package come together properly.

Oxygen:  Use an oxygen meter at critical control points to understand each process, its oxygen uptake and understand its ramifications.  The first place to sample for oxygen is in the tank.  The second place to check is after filling in a bottle and the third place is after closure of the bottle with a cork, screw cap or other closure.  Purchase an oxygen meter and use it once you understand how to use it and what the corrections are.

Labels:  Be sure to inspect how the labels are being applied and what the end results are.  Are the labels correct for the product?  What is their height position?  Is the back label appropriate?  Is the spacing between the two where desired?  Is the adhesion taking place?  Are the bottles sweating?  Are they level?  ( A great way to check this on the line is to find a level spot and compare two bottles against each other by spinning one bottle next to the other – is there a rise or fall in where the two labels meet?).

Conformity:  If the line used has many “heads” or stations be sure to compare the products from each station.  Are conditions equal and appropriate coming from each head?  If possible identify the problematic area and help the technician zero in on the problem.

Listen (One of the absolute best tools, even with ear protection):  Listen and use your ears while monitoring the line and while wearing ear protection.  You will be amazed at how many issues/problems you will notice simply by listening and hearing machines malfunction.  Examples of this could be the corker, vacuum assist to the corker, missed capsule application, bearings “singing” on foil spinners and other motors.  You will hear labeler mishaps.  Many air functions, solenoids and motor noises can be your first clue as to what machine to scrutinize and when.  Find the rhythms of your individual line and look for miss beats or out of ordinary sounds.

Smells:  Another area to be alert is our refined winemaker noses!  We seem especially adapted to smelling motors over heating, belts in distress, bottles that may have a moldy smell and corks with off odors.  Often wine that may be leaking at the bottling line can be detected by smell also but this can be less common.

Feel:  Another area I have found helpful is feel.  Feel machines as they are running properly.  Get to know their feel.  If machines are suspect of acting up – please your hand on the machine to see if the feel is the same as you recalled.  This can also be true of the track and actual floor of the bottling room.  Don’t overlook this obvious sense.

Sight:  Be sure, when the machines are running properly, to open the covers and to watch any mechanical cams, switches, chains, belts and learn what activates them and when.  Some people actually take movies/videos of the underneath of the machine so they can compare.  Be sure to keep your hands out of the machinery.  Once you have seen the machine and how it properly runs you will be better at diagnosing problems if and when they do occur.  Do where safety goggles when near the bottling line.

Manuals:  When possible have manuals on hand and ready for review.  Have a general knowledge of each machine and how to adjust it. 

Measure:  Measure anything that needs confirming to be affective.  This may include filler spout temperatures during steaming, membrane integrity after steaming, fill height level and consistency, cork insertion or screw cap tolerances, vacuum/pressure underneath the closure (see above under corks), temp of the wine, dissolved oxygen, label placement, capsule application and  the list goes on. 

Keep records:  Certainly everyday at the bottling line is a different one.  Some of this is inconsistent dry goods or packaging goods, sometimes it is the machines and other times it is the wine.  When encountering problems try and keep records as to what the issue was and suspected cause to be better prepared for future bottlings.  Fix the problems when the line is dormant or out of use if possible.

Supplier specs. – Start focusing on what is tolerable in your winery bottling process and start placing orders with suppliers detailing those specifications.   During these challenging economic times we are seeing many packaging material issues that have been frustrating to winery owners and bottling teams alike. Anything not conforming to the winery specifications supplied may give an opening for issues to be resolved favorably for the winery. 

Summary:  Be on your guard and take charge.  This is the last step while capturing, in bottle, all of your long hard work from the months and years previous.  The hard grape growing seasons forward.  This is a time to be extra critical of how the process is being done and to make sure your product has the best possible chance to be as superior and excellent as you had made it.  Speak up when appropriate, speak to operators and know when to have the line stop if the integrity of your wine is being compromised.  Make sure, also, to deliver to the bottling line a wine that is ready for bottling.  Be proactive, timely and keep a level head all while being extremely attentive that day.  Success!

8 Proven Ways to Elevate Winery Revenue in a Changing Market

two people clinking their champagne glass

By: Jonathan Smalley, President and CEO of SmaK Plastics

The Times They Are A-Changin

According to CNN, global wine consumption has fallen about 6% between 2017 and 2022. Consumers have changed their drinking habits and inflation has eroded their disposable income.  That means nearly 1.9 billion fewer wine bottles were consumed last year than in 2017.

  Today, operating a successful winery requires more than just producing exceptional wines.

It demands a strategic approach to maximize operations space, production and labor, reduce overhead costs, and increase revenue and create growth.

•   The wine industry is evolving. Gen X-Z tastes are changing.

•   Wineries are at the intersection of artistry and business acumen.

•   Behind the scenes, winemakers and CFOs grapple with OpEx challenges.

•   At the same time, retail shelf space is getting more crowded – with flavored beverages.

  In this article, we will explore proven methods to increase winery revenue.

1.  Diversify Offerings to Attract a Broader Audience: An effective method to boost winery revenue is by diversifying product offerings to appeal to a wider customer base. While the core product remains wine, expanding into related areas such as events, food, and merchandise can significantly increase revenue streams.

     Silver Oak Cellars has successfully diversified its offerings. In addition to its acclaimed Cabernet Sauvignon, the winery hosts events like wine dinners and tastings. The winery’s online store also features branded merchandise, from glassware to clothing.

2.  Create a shelf space strategy – Evaluate and create modernized, distinctive labeling. Craft an eye-catching and distinctive packaging design for your Wine Club offers. Consider packaging that not only highlights your brand but also communicates the craft and quality of your wine.

     Create open communication with distributors and retailers about your differentiation and process. Collaborate on promotional events (where legal). Utilize data to ID regional preferences to tailor your product assortment. Consider P-O-S displays that showcase the craftsmanship behind your wines. Utilize shelf talkers and promotional signage to highlight unique tasting notes, food pairings, and any awards or accolades your wines have received        

3.  Expand Specific Production to Match Trends – Create craft beverages that meet emerging trends. Be a trendsetter. Consider new methods to expand your production to deliver new flavors that buyers want.

     Be aware: Buying used oak barrels used can sound affordable, but is risky. Used barrels can come with risk of bacterial contamination as well as a lower impartment of oak. And used tanks are not warranted by manufacturers.

4.  Implement Wine Club Memberships for Customer Loyalty – A new, modern wine club can create a loyal customer base, consistent revenue and a strong sense of community. Offer exclusive benefits such as early access to new releases, discounts on purchases, and members-only events.

     Ridge Vineyards is known for its exceptional Zinfandels and Cabernet Sauvignons. Ridge has a well-established wine club called the Monte Bello Collector Program. Members receive allocations of limited-production wines, invitations to member-only events, and access to library releases. This not only generates consistent revenue for the winery but also strengthens the connection between the brand and its customers.

5.  Enhance Online Presence and E-commerce – In the digital age, an online presence is crucial for wineries. Establishing a user-friendly website, utilizing social media, and implementing e-commerce capabilities can broaden a winery’s reach and drive sales directly to consumers. Invest in strong brand visibility and “edutainment.” Provide insight. Engage with your audience online and offline to create a community around your brand. A strong and recognizable brand can attract attention from retailers and consumers, and lead to increased shelf space.

     La Crema Winery has effectively expanded its online presence. The winery’s website offers a seamless e-commerce experience. La Crema actively also engages with its audience on social media platforms, and has created a virtual community around its brand.

6.  Optimize Production Space – Unleash the Cellar Potential: Say goodbye to wasted corners and hello to reimagined production. Evaluate every nook and cranny. Reorganize with precision. Utilize the space that is wasted on racking.

     Embrace flexible, movable vertical storage to increase capacity without sacrificing accessibility. Utilize stackable solutions to create skyward profits. Stackable fermentation, production, blending and aging solutions increase production, allow easy access, and deliver results. Easily blend without having to un-stack, un-rack and re-rack-and-stack barrels.

7.  Shorten the Distance and Vessel Use Between Processing Stages – Modernize your production Transfers. Reduce barrel transfer time with a streamlined, repurposed container layout. Redefine your processing flow to minimize transfer time, reduce labor, and eliminate spillage risks.

     Increase efficiency across all processes. Streamline labor-intensive tasks, from juice movement to cleaning, stacking, and maturation. Optimize productivity across your square footage. And vanquish the evaporation enemy.

8.  Embrace Modern Winemaking Techniques with Oxygen – Permeable Polyethylene Tanks:

  In recent years, wineries have increasingly turned to innovative winemaking equipment, such as poly, food-grade plastic tanks, to optimize production efficiency and cut costs. These tanks, made from high-quality polyethylene, present a viable alternative to traditional oak barrels.

  Oxygen-Permeable Polyethylene Tanks provide winemakers with a more cost-effective and sustainable solution. The use of plastic tanks aligns with sustainability goals. These vessels require less water and chemicals to clean, are lightweight and can be used for all winemaking processes, last more than 25 years, and reduce the demand for dwindling oak resources.

  Les Bourgeois Vineyards, situated in California, has successfully incorporated plastic tanks into its winemaking process. By investing in Oxygen-Permeable Polyethylene Tanks, the winery has reduced operational costs associated with barrel purchasing, maintenance and replacement. The polyethylene tanks allow Seghesio Vineyards to allocate resources to other aspects of production.

•    Poly tanks give winemakers scalability, and stackable use of production space.

•    Polyethylene vessels are sustainable. (Water and Labor Savings). These tanks can be utilized in all aspects of winemaking: production, fermentation, maturation and transport to bottling.

•    French oak barrels are produced at approximately two barrels per 100-year-old tree. Oak barrels must be sanitized using chemicals and large quantities of water. And they’re only good for 4-5 years.

•    Advanced, Oxygen-Permeable Polyethylene Tanks are long-lasting, controllable and breathe like a barrel.

•    Winemakers can easily and quickly expand capacity and space use. Polyethylene tanks are easy to move, clean and stack. And have low up-front capital cost.

Summary

   A combination of strategic planning, modern communication, customer engagement, adaptability to market trends, and new production techniques is required to grow winery revenue.

  Wineries can both build strong relationships with their customer base, and create sustainable higher margin revenue by diversifying offerings. At the same time, wineries must work strategically to create additional market pull, and shelf space. This can be created via consistent (short and unique) communication, and community building.

  Wineries must look forward to the future buyer profile and engage prospect/buyers via modernized wine clubs, enhanced online presence, and content.

  Wine owners and financial managers must also look at methods to reduce OpEx costs, streamline and increase production efficiency, sustainability and margins and revenue.

  These methods can help wineries steadily grow in a competitive market.

Author’s Bio

Jonathan Smalley, President and CEO of SmaK Plastics.  An expert in the production, fermentation, aging and transport of craft beverage and food production solutions. Over the last 20 years, he successfully directed the engineering and development of successful products for more than 4,000 global wineries, cideries and food processors.

Blu Dot Farm & Vineyard

Small Batch Wines With Big Personalities

Blu Dot Farm & Vineyard's patio with chairs, umbrellas, a small travel trailer and their rows of vineyards

By: Gerald Dlubala

Blu Dot Farm & Vineyard is a boutique farm, winery and vineyard with a notable history and a bright future. Nestled between the shores of Lake Charlevoix’s and Lake Michigan with terroir directly influenced by the Great Lakes and historical glacial drift, it happens to also be the ideal place to grow great grape varietals. The estate vineyard stretches over approximately eight acres and is owned by Jennie and Paul Silva. Its 5,000 vines are personally attended to by the Silvas and General Manager Samantha (Sam) Smiertka. Blu Dot’s balanced, hand-crafted collection of wines features primarily dry selections and provides an excellent showcase for northern cold-hearty varietals.

  Blu Dot Farm’s history and main barn structure go back to the late 1800s. Originally an asparagus farm, it’s not uncommon for visitors to still see asparagus growing alongside a nearby bike path. Legend states that the farm is named after the original farmer’s son, whose first word was blue. The mid-1960s brought horses into the mix when the farm was used, and very well known for, breeding and training horses for harness racing. As a result, a primary residence, stables, barns, and half-mile racetrack were added to the property.

A Trip to Napa Sets Off a Chain of Events

  Jennie and Paul Silva fell in love with the idea of growing grapes after a trip to Napa in 2006. After returning home and researching vineyards and grape growing, they found that the Northern Michigan terroir was ideal for grape growing. If they needed another sign that they should start a vineyard, the property across from their cottage, already named Blu Dot Farms, became available. It was an unused horse farm in some disrepair but possessing a great history. The Silvas were interested not only because it was a great place to grow a few grapes but also because it was a great property on its own, a place where people once gathered, entertained, and made lifelong memories. It longed for attention and someone to bring it back to life and preserve it in a way to be once again enjoyed and appreciated by others.

  “We decided to initially plant just a few vines, see what happens, and maybe sell some grapes,” said Jennie. “After meeting with other area vineyards, we found that there was actually a shortage of Michigan grapes, so our plan was to make about 10 cases of wine for our own personal use and sell the rest of the grapes. It would be a great family hobby.”

  Work began, with holes being dug for the trellises. When the hole auger broke due to all of the limestone underground, the Silvas felt like they were sitting on a small goldmine. The rocky, loam soil would provide many nutrients for their vines and impart a subtle and welcome mineral presence on the palate. The initial intentions of grape growing and winemaking as a family hobby blossomed into perhaps making the vineyard into a business. Jennie was inspired by a California vineyard that used an airstream on their property for guests and as a tasting room, thinking it would also be perfect for their vineyard.

  “We didn’t want to overinvest,” said Jennie. We just thought that we’d see if this thing gets legs, and if it does, then maybe we can keep going with it.”

  Blu Dot Farm & Vineyard was born. That’s when Smiertka answered an ad and entered the picture.

  “Sam has really met and exceeded all expectations regarding what we were hoping for and wanting in a GM,” said Silva. “She got us to where we are today and has put us in a great position for future growth and success.”

Party Girls Partnership Leads To Success

  Blu Dot Farm & Vineyard’s General Manager, Samantha (Sam) Smiertka, is originally from Delaware. She left a career in graphic design to follow her love and passion for grape growing and winemaking. While on an apprenticeship with a local winemaker and vineyard owner/manager, Smiertka ran their tasting room and handled their marketing functions. After this apprenticeship, she made her way across the United States, building experience and skills in the industry.

  “After that initial experience, I made my way out west and accepted a contract position in Oregon as a winemaker,” said Smiertka. “When I wanted to further explore new wines and styles, I found an employment listing for a startup wine brand and applied. That startup wine brand was Blu Dot, and here we are.”

  Saying that was the start of something big would undersell the relationship. Each individual vine gets specialized care throughout its growing cycle. The vineyard is regularly walked to ensure the vines are healthy and happy. Jennie also spends quality time talking to her vines, which the vines reportedly love.

  Now, Smiertka and Silva are affectionately known as the Blu Dot Farm’s Party Girls, always ready and willing to meet, raise a glass with, and educate their guests on the awesomeness of Northern Michigan grapes and wines.

 These Small Batch, Northern Michigan Wines May Surprise You

  Blu Dot’s wines tend to be more acid-forward, floral, citrus, white wines, and then cooler season, full-bodied reds.

  “We have two sparkling wines and 5-6 dry-style, still wines,” said Smiertka. “The sparkling wines are our fun, party-girl wines, and we offer a Brut Rosé, Rosé, Marquette, Auxerrois, and Itasca, which is new to the area.”

  “Our climate and terroir parallels many of the great winemaking regions in Europe,” said Smiertka. “There are a lot of hybrids and cold hearty varietals that can grow and excel here, including Riesling and Pinot Blanc. We currently have Marquette, Itasca, Traminette, Frontenac Gris, Sauvignon Rytos, and Auxerrois planted.”

   “We’re in our fourth growing year, and currently, our annual production is almost 3 ½ tons on under three acres this past harvest,” said Silva. “We are still young, so any purchases we make are from our valued regional partners within Michigan, and we only purchase the varietals we are actively growing on the farm. We want our guests to get used to our varietals and know what to expect from us when we do start our own production.”

  Silva says that first time visitors may be surprised at the types of wines they will experience at Blu Dot Farm & Vineyard.

  “It really is fun to see the expression on people’s faces when they taste our wines,” said Silva. “It’s not the sweet style of wine that they may be expecting. And our Itasca is a wonderful, new hybrid that came out of the University of Minnesota in 2017. We’re one of the first to plant Itasca here in Northern Michigan. It’s such an amazing wine with an almost clear color. It actually looks like water in the glass, but it is so good and popular that we sell out regularly.”

  Silva tells The Grapevine Magazine that Blu Dot Farm & Vineyard is easily accessible by bike from downtown Charlevoix or Bay Harbor. They offer music, wine by the tasting, glass or bottle, and snacks to accompany their wines. A pizza oven is also being installed and should be ready to go for those wanting a specialty pizza to complement and extend their winery experience.

You’ve Found Your Peaceful, Relaxing, Happy Place

  Blu Dot Farm & Vineyard want you to be happy and relaxed in their peaceful, farm-style atmosphere. On your way into the property, you’ll weave your way through vineyards on both sides of the road until you reach the iconic vintage airstream.

  “We didn’t want to take ourselves too seriously in this whole process,” said Silva. “That’s the vibe our guests have come to know, love, and look for when they visit. The airstream serves as our main tasting room from May through October and reflects our lightheartedness and desire for a fun and memorable time. It’s specifically customized to serve and function as a bar area and tasting room, complete with popup windows, unique spaces, and interior seating for a fun and memorable experience. If guests prefer to sit outside, they’ll find comfort around our firepits with picnic tables, umbrellas, and Adirondack chairs. It’s a very welcoming and fun space to be. For colder months, a small indoor tasting room is also available.”

A Future of Self-Sufficiency

  “Well, it’s safe to say that our little hobby trip to Napa 15 years ago has become very expensive,” said Silva, laughing. “And now, our vision for Blu Dot Farm & Vineyards is all about self-sufficiency. We want to bring everything in-house and be as self-sufficient as we can. We do not do any production on-premise for now, although that is definitely part of our future plans. We also plan to expand our indoor tasting room, and within a few years, we’ll hire an in-house winemaker.”

  “And thanks to a Sunday afternoon combination of a couple of glasses of wine and picking way too many apples here on the property, we played around, experimented, and produced our first cider,” said Smiertka.

  “We made one batch that came out awesome,” said Silva. “These apple trees have been here long before us, and since cider is an increasing in popularity in our region, we hope to move forward with cider production as well.”

  “We are looking forward to a fun future,” said Silva and Smiertka. “The property is amazing, and we have the opportunity to preserve and highlight its history while adding to it. We have someone who still keeps horses here, reminding everyone of the significance of this place in Standardbred Harness-Racing. At one point, this property was home to over 300 horses. It was very well known in the equestrian world. We’d love to expand on that and add additional livestock and different animals in the future to enhance the farm experience.”

  “We continue to learn as we go,” said Silva. “Our local vineyards are very collaborative-minded. It’s amazing and rewarding that our neighboring vineyards are willing to share so much information to help us. I enjoy that type of collaborative mindset because we all want everyone to be successful and help Michigan rise to the top as a wine destination. When visitors come to our region, I see the surprise on their faces regarding the quality of wines we can put out. That quality also helps attract top talent to our area.”

  Blu Dot Farm & Vineyard offers a relaxed setting to enjoy premium Northern Michigan wine with surrounding farm and vineyard views. The vintage customized airstream can comfortably accommodate up to 12 guests and is available to reserve. Outdoor seating is always available on a first-come basis, and leashed dogs are welcome.

For more information, please get in touch with Blu Dot Farm & Vineyard:

11399 Boyne City Rd.

Charlevoix, MI 49720

231.622.3753

info@bludotwine.com

Best Practices for Wastewater Management in the Winery

water feature in vineyard

By: Alyssa L. Ochs

It is common knowledge that wineries produce a significant amount of wastewater. Still, it’s imperative to understand your winery’s wastewater characteristics to choose the right solution. Fortunately, many eco-friendly options are available now to help wineries reduce their environmental impact while using water. These options can also help you stay within compliance regulations without much labor, eliminate the need for extensive pond dredging, address water reclamation concerns and recycle water quickly and effectively.

  This article will cover best practices, recycling, monitoring, cleaning, sanitation and technologies for wastewater management to guide wineries in choosing the best options for their operations.

Traditional and Modern Wastewater Solutions

  Technologies used for winery wastewater typically fit into four categories: physiochemical, biological, advanced oxidation and membrane. Physiochemical technologies include precipitation, coagulation, sedimentation and electrocoagulation methods. Aerobic biological technologies include membrane bioreactors and conventional activated sludge process methods, while anaerobic biological processes feature anaerobic sequencing batch reactor methods. Advanced oxidation methods are sulfate radical- TiO2- or ozone-based, while reverse osmosis is used for membrane technologies.

  Types of treatment systems applicable to wineries include lagoons to treat wastewater organic material and artificial wetlands using plants to break down organic matter. There are also bioreactor methods with small footprints to maximize usable vineyard space and conventional activated sludge that features a mix of wastewater and oxygen to ensure that microbial organisms break down organic matter.

  Yoni Szarvas, the founder, president, CEO, and chairman of AquaBella Organic Solutions, told The Grapevine Magazine about several wastewater approaches available to wineries today. Founded in 2008, AquaBella is a socially responsible company headquartered in Sebastopol, California that delivers the power of naturally beneficial bacteria to reduce water pollutants and create higher crop yields. The company aims to reduce the need for chemical fertilizers, boost agricultural lands’ long-term sustainability and fertility and break down organic pollutants to clarify water.

  Szarvas explained that traditional approaches to wastewater management typically involve using a wastewater pond or series of ponds to remove contaminants until the water quality standards are met.

  “A more modern approach is to use a modular treatment system, which potentially is more cost-effective than surface water ponds,” Szarvas said. This approach involves installing prefab above-ground tanks instead of excavating wastewater lagoons. Many wineries use wetland reclamation technology, which has the added benefit of acting as a carbon sink and minimizing CO2 release into the atmosphere.”

Characteristics of Winery Wastewater

  Winery wastewater typically has a low pH of three to four, nitrogen levels of up to 500 milligrams per liter, a high biochemical oxygen demand (BOD) of up to 10,000 milligrams per liter and high turbidity. The characteristics of wastewater will vary by the season but must always be kept in mind by vineyard owners to prevent foul odors and protect water quality. Some wineries turn to companies like Specialty Treatment Solutions (STS), to devise customized wastewater treatment plans based on wastewater characteristics. ClearBlu Environmental and BioMicrobics, Inc. are additional companies that serve the winery market with wastewater treatment solutions.

Effluents and Contaminant Burdens

  Wine industry wastewater is primarily produced from cleaning equipment and machinery, such as tanks, destemmers, pumps, tubes and filters. Wineries also produce wastewater when employees wash fermentation tanks, bottles and barrels. Some wastewater comes from spillages that happen during winemaking transfers, too. Harvesting, cellaring and bottling processes all produce wastewater, and multi-step treatments are typically required regardless of whether you choose traditional or new-technology methods.

  Approximately half of a winery’s annual wastewater comes from harvesting, a time of the year that only lasts a few weeks. Even worse, harvest wastewater has the highest contaminant burdens as employees work long days pressing grapes, cleaning equipment and handling accidental spillages. Cellaring-generated wastewater is produced during the wine’s maturation phase, when fermentation tanks are cleaned and wines are clarified cold before bottling. Effluents from cellaring wastewater tend to have a high pH. The lowest wastewater contaminant burden comes from bottling processes, as employees clean bottles and disinfect equipment during their workdays. The type of wastewater produced will dictate the appropriate treatment method, depending on whether it will be discharged into the public sewer system, released into a natural waterway or used to irrigate the vineyard.

How to Manage Winery Wastewater

  The first step in treating winery wastewater is to address the solids since solids may hinder the rest of the treatment processes. During pretreatment and neutralization, make sure to adjust the pH to ensure effluents can be discharged properly. Once liquids are separated from solids, the primary treatment process should eliminate around 30 to 40 percent of organic matter. Secondary treatment processes dissolve nutrients and organic matter, typically using nitrogen and phosphorus. Advanced treatment options are available for wastewater that will be reused within the winery’s operations.

  Good water and wastewater management can reduce operations costs, time and labor when carried out properly. Along with improved production efficiency and lower disposal fees and surcharge costs, wastewater practices can also help you promote your winery as a sustainable business in the local community. There is a growing demand for environmentally-friendly production, and managing wastewater is a practical and tangible way to stand out in a crowded marketplace while also staying ahead of changing water regulations and risks of natural disasters.

Recycling and Reusing Wastewater

  Vineyards can reuse wastewater for irrigation and other purposes after performing advanced treatments, such as disinfection through ultraviolet radiation and ozone-based oxidation. After the second treatment, employees filter effluent using a granular sand bed and then proceed with ultrafiltration or another membrane-filtration process before reverse osmosis.

  As Szarvas from AquaBella pointed out, vineyards generally reuse wastewater once contaminants have been removed.

  “Land application is a common reuse of this water which helps keep costs down, especially for smaller vineyards,” he said. “There may be additional opportunities to recover energy from wastewater and solid waste, such as pomace in the form of biogas.”

Monitoring, Cleaning and Sanitizing Processes

  Keeping up with wastewater management and monitoring cleanliness and sanitation is always the best approach to any wastewater plan. Try to work ahead as much as possible to keep up with these tasks.

  “This means having good sanitation practices in place prior to treatment and exploring options that minimize the use of cleaners that will either interfere with the wastewater treatment process or add to the waste stream,” said Szarvas from AquaBella. “Regular testing of the wastewater for common vineyard contaminants, such as nitrogen, salinity and organic matter as indicated by biochemical oxygen demand are used prior to land application of the treated wastewater.”

Choosing a Wastewater Management Strategy

  Of course, there are many factors to consider before deciding on a wastewater treatment system, including local and state regulations that define the maximum levels of biochemical oxygen demand, nitrogen and salinity for disposal on land. Cost is a significant consideration, especially labor prices and costs for chemicals and maintenance time. As a winery owner, you’ll also need to think about how much land you have to dedicate to wastewater management, the capacity of your staff to handle wastewater tasks and creative ways to repurpose wastewater to your advantage.

  Szarvas from AquaBella explained to The Grapevine Magazine that there is no one-size-fits-all treatment option for all vineyards.

  “Vineyards are in a unique position due to the seasonal nature of the wastewater generated,” he said. “Only during ‘crush,’ when grapes are harvested and pressed, do they generate a significant amount of wastewater. Wastewater treatment approaches need to be cost-effective for a large amount of waste for this short period of time. A treatment approach that has the capacity necessary to meet this need is essential.”

  For example, AquaBella Organic Solutions makes a low-cost microbe-based water treatment product, AquaBella Bio-Enzyme. This product works without having to build on or improve existing water treatment infrastructure and can significantly shorten the timeline required for nitrogen, BOD and organic matter treatment. This allows a higher volume of wastewater to be processed more rapidly.

  “AquaBella Bio-Enzyme also works in a wide range of pH and salinity conditions,” said Szarvas. “AquaBella Bio-Enzyme can rapidly break down and remove organic matter in process water, resulting in improved dissolved oxygen, reduced BOD and volatile dissolved solids while helping to control odors.”

  Looking ahead to the future, winery owners must pay close attention to energy and material prices when addressing their wastewater concerns. There is a significant need for economical solutions to serve the increasing needs and limited budgets of small and medium-sized wineries. In-demand innovations being researched include technological solutions to ensure winery wastewater is reusable at food-grade quality, compact equipment to minimize the land footprint and anaerobic treatment solutions that produce methane to become at least partially self-sufficient.

  In the meantime, winery staff members can do their part to track and monitor water use, fix leaks and use the right tools for the job when handling water. Simple and no-cost best practices, like following established procedures for cleaning and sanitizing and providing employee training and incentives for proper wastewater management, can go a long way in improving wastewater disposal, usage and quality at a winery.

Mobile Bottling Preparation

mobile bottling wine truck in the process of bottling wine

By: Thomas J. Payette, Winemaking Consultant

Welcome to Eastern Winery and exploring this article.  Preparing for bottling is no easy challenge.  [This article can also be adapted for onsite bottling as well.]   However, the key to success while preparing for the mobile bottler to arrive is communication and planning.  This can’t be stressed enough when you digest the following topics below.

When

  It is recommended to contact a mobile bottler at least 6 months prior to needing them.  Discuss the plan from wine styles, case volume, road access for their truck and address other questions the bottling operator may have.  Then request their spec sheet in terms of label wind, label core size, capsules, bottle styles, screw cap capabilities etc.  Does the mobile bottler require power?  What amp service and what configuration?  Start to lay the foundation as you move forward toward bottling what your vision is and taking note if that bottler can fulfill that vision.  Set firm dates with the bottler at this time, also, since many mobile bottlers fill their calendars quickly. 

Success

  Keep in mind the success of hitting the bottling dates with a mobile bottler are crucial to your business.  Should one piece of the puzzle not come together just right – it could result in unlabeled product being run or canceling the bottling all together.  Either situation may result in huge delays in being able to get the bottler back to your facility and lost revenue during that time.  Success is less expensive.

Dry Goods Ordering

(Labels, Capsules, Closures, Bottles)

Labels: Now having spoken to the bottler you can start to order dry goods from your vendors.  Speak with the label company and give them the wind directions/orientation.  Of course, make sure TTB approval and any other governmental approvals needed for any labels are in hand before printing labels.  New labels can take as long as 6 months lead-time so do not delay this process.  Get the label design, approval and printing process started and keep it rolling.

Capsules: Contact suppliers and determine if they have what you need in stock or just what their supply situation is for the capsule(s) desired.  Either place an order for them or have them placed on hold.  Some custom capsules come from overseas so allow enough time to have them arrive by boat saving plenty on airfreight shipping.  Get this process started and stay on top of the capsules.

Corks and other closures:  Typically not a huge issue in terms of lead time but still a great idea to place an order 2 months in advance with a ship date to arrive at your winery at least 10 days prior to needing them.  This can be extended to longer in house time if testing of the corks is performed.  Leave time for the test, rejection and re-ordering (with branding) to make sure the bottling date remains secure.  Screw cap and other closures with printing need to be ordered well in advance.

Bottles: Once again stay in contact with the supplier just to make sure what you need will be available when you need it.  Contact the bottle supplier three months in advance just to check in and secure your needs.  Perhaps place an order early on to be refined after filtering and racking losses are realized.  Let them know a rough idea of what your needs are and project out on ship dates for a timely arrival.

Wines

  Often the easy part!  Start making blends well in advance and start working toward stabilities.  Leave enough time or “wiggle room” to be able to re-perform any stability actions again just in case one process doesn’t react as the lab trials predicted.  Try to set up a wine production schedule that has your wines ready about one month prior to the bottling trucks arrival.

Filtration

  Make sure your wines are filtered to the proper pore size that you and the bottler discussed.  In most cases a 0.45-micron cartridge filter will be used but if you plan to do otherwise – discuss this in advance.  Discuss who supplies the cartridge and what the “lock system configuration” is for their filter housing, size etc.

Three Weeks Before Bottling

  Three weeks prior to bottling start to take inventory of where items are from your suppliers.  Mistakes happen so just check in to make sure all is moving forward.  There is still time to fix small mistakes and suppliers that have inadvertently dropped the ball will jump through hoops to make it right.

  Start looking at the small things too.  Shrink wrap, carton tape or glue, case coding ink, date stamps, and product codes.  Place the order for any inert gases you may need: notably Nitrogen and Carbon Dioxide.

Three Days Before Bottling

  Start a plan to warm your wines to the desired bottling temperature typically between 60-65 degrees F.  Look at the weather forecast to see what the actual temperature may be on the bottling day.  Address extreme cold or hot temps with the mobile bottler group.

  Start to review the parking lot area.  What cars, trucks or tractors will need to be moved?  Will the press need to be relocated on the crush pad?

  Collect dry goods and formulate the vision of where the truck will be, how empty glass will be supplied, how full cases will be removed, how the wine hose will supply the truck, how the water supply will connect and supply the truck. 

  Start double checking that you will have the helpers needed to run the line for that day.  Place a reminder call to them. 

Day of Bottling

Morning:  If the truck is not already there make sure you have already clear the proper amount of maneuvering space for their entry.  Have inert gases ready and a water source (chlorine free) available.  The bottling crew will need to start their steamer as soon as possible to sterilize their filter and filling parts.

Glass: Make sure the glass bottles are in an area you can get to them to supply the truck rapidly.  They should already be “pulled from the warehouse” and acclimating if needed.  Bottle temperature is important too.

Other dry goods: Be ready to load all the dry goods such as capsules, closures and labels on the truck early in the day so the bottlers can set their equipment to those supplies.  The team may request them at another time – but be ready.

Startup:  It is recommended to always remove the first set of bottles equal to the number of spouts of the bottling line prior to closure application and to dump them into a clean bucket.  These bottles can still be refilled and used in most cases.  The collected wine in the bucket may be dumped to bulk unless the winemaker prefers this not to happen.

Quality Control

  Discuss any quality control issues with the mobile bottler group.  In many cases they will bring certain issues up to you that they see and you should bring anything up to them that concerns you.  Have people at places needed to make sure operations are happening as they should.  The people placing the bottles of wine back in the box should be fast but also have a keen eye for any abnormalities.  Make sure they know they can bring any concerns to your attention or the appropriate person.

  Make sure that the operations in the truck are running as they should.  Take bottles and inspect them.  Check the vacuum, label spacing, label alignment, fill level, capsule application, and everything from start to finish.  Is everything up to what you expect?

Some Other Handy Tools

Melting Crayons: These crayons melt at certain temperatures and can be used to touch certain surfaces to test the steam and sterilization process is going as predicted.  Infrared equipment may work here but the author has not tested those to be certain.

Calipers: These are an item many wineries have anyway but have them close by.  It helps when looking at issues on the Quality Control level and helping work through dry goods/machinery functionality problems.

Vacuum Needle Gauge: These items are needed as a Quality Control check to monitor the vacuum being pulled at the corker.  These can be obtained from winery supply vendors or feel free to contact me (540-672-0387) for a parts list to make one of your own (less expensive).

Oxygen Meter: This is a great time to get a feel for your bottler and the oxygen pick up at certain stages.  Once you know a unit and the operation of that unit the amount of testing may be reduced possibly. 

First Time Winery Bottling

  Pallets, depending on how many cases you will have per pallet of finished wine product, will be in short supply.  Make sure to have enough pallets to cover the needs.  New glass often comes with near 100 cases per pallet and many wineries will stack 60 cases per pallet at bottling.  These pallets need to be of good to great quality.

Summary

  Build on your communications with your bottler.  Every mobile bottler has different equipment and run patterns.  Once each of you get familiar with the other – the systems come together flawlessly, and bottling becomes an enjoyable process again.  Build on this foundation to develop a checklist of your own that is specific to your winery, wines, and packaging.  Keep quality in the forefront as a winemaker.

References:  

  Verbal discussion with Mr. Jacques Boissenot, Mr. Jacques Recht, Mr. Joachim Hollerith and Mr. Chris Johnson.

  Many thanks to Landwirt bottling and New Kent Winery for their allowing me to be involved on the day of their bottling to write this article.       

Bottling Checklist

(For most bottling truck needs / change as needed)

1.     Early Communications

2.     Stabilities checked; wine warmed to 65 degrees F; filtered to 0.50 microns.  Truck will have pre-filter and 0.45-micron filters typically.

3.     Cartridge filters on hand if needed.

4.     Free SO2 and pH known, and action taken accordingly.

5.     Gases (CO2 and/or Nitrogen)

6.     Water hose and enough hose to get to the truck (if used)

7.     Dry goods: Corks, bottles, capsules, and labels (TTB approved)

8.     Wine from vented tank with enough clean wine hose to reach truck.

9.     Acclimated glass – sweating could be an issue.

10.   Date stamp for cases – Gov. head.

11.   Product stamp or labels for product

12.   Shrink wrap – to wrap pallets of cases.

13.   Extra (dry) pallets – very solid and well built.

14.   Tape and tape guns to seal cases. 

        Glue if gluing.

15.   Utility knives, Permanent marker pens

16.   Helpers (Quality Control) and water for them to drink

17.   First aid kit, ear plugs

18.   Vacuum needle gauge, Calipers, Melting

        crayons, Oxygen meter.

19.   Dump first bottle per spout (re-blend to tank)

20.   Great communication the day of bottling

  Check with bottling truck to make sure you have all items they need.  Label configuration (wind configuration), bottles they can run, capsules, closures (real, synthetic, screw cap) etc.

NOTE: Be sure to vent tank and make sure contents are uniformly mixed.

Women and Winemaking-A Constellation of Stars Creating Stellar Wine

Attorney Theodora Lee-Owner of Theopolis Vineyards
Attorney Theodora Lee-Owner of Theopolis Vineyards

By: Cheryl Gray

Women have been an integral part of winemaking since the days of ancient Egypt, Greece and the Roman Empire. Today, they own vineyards and wineries and have a hand in virtually all aspects of creating wines that earn accolades and appease palates around the world. 

  Among them is Attorney Theodora Lee, a senior partner in a San Francisco law firm who never imagined herself becoming a vineyard owner and winemaker. Lee’s groundbreaking step toward establishing Theopolis Vineyards came in 2003 when she bought several acres of land in the Yorkville Highlands region of Anderson Valley, a Northern California wine-growing region about two hours outside San Francisco. Anderson Valley is a designated AVA (American Viticultural Area) known largely for producing pinot noir and sparkling wines.

  Lee was no stranger to farming since she grew up around farms in her native Texas. As a seasoned litigator and trial lawyer, she also knew that she had to equip herself with knowledge about viticulture, which she did at UC Davis. However, Lee hadn’t planned on going solo when the time came for her first grape harvest, one that would result in her first award-winning wine.

  “From 2003 until 2012, I was quite content being a grape farmer, plowing the land, pruning the vines, fertilizing the vineyard, mowing, chopping, weed eating, erosion control, tying the shoots up to T-posts, fruit thinning and picking the grapes during harvest. As any winemaker will tell you, great wine starts in the vineyard.

  Then, in 2012, an ill-timed rain fell during harvest, and I rushed to pick my grapes at 22 brix. The buyer at that time had contracted for grapes at 25 brix, so they rejected the entire lot – 10 tons of fruit. Faced with no one willing to purchase fruit at a lower brix level at the last minute, I decided to have my fruit custom-crushed.”

  Lee’s pivot to a custom crush led to Theopolis Vineyards’ award-winning 2012 Estate Grown Petite Sirah, which earned a gold medal at an international wine competition. Her moniker in the wine industry is “Theo-Patra, Queen in the Vineyards,” part of which is a throwback to her pledge name as a Delta Sigma Theta Sorority member.

  “Now that I have a wine brand, the greatest motivator for me is to produce premium wine which is second to none. I love to bring folks pleasure in the bottle, and it is very important that I produce the best product to bring to the marketplace.”

  Theopolis Vineyards consistently rakes in awards, with 90 percent of its products sold directly to consumers. Lee says that as a small craft winery, a three-tier distribution system doesn’t make economic sense for her company. Instead, Theopolis Vineyards focuses on direct shipping to a customer base stretching across the United States and, more recently, Belize. Lee adds that the company has a few distributors focusing on its handcrafted products, and those relationships have worked well. The wine club approach, however, has been spot on. 

  Lee’s advice to other women who want to enter the world of winemaking is straightforward.

  “For anyone thinking about entering the viticulture industry, I suggest that you find your passion.   There are all aspects, from vineyard management to enology, business management, marketing, sales and wine education. So, my slice of advice: ‘Pursue your passion, educate yourself, work extremely hard, be persistent and be very patient, but never give up and keep climbing, then success is yours for the taking.”

  Cathy Corison, founding partner of Corison Winery in California’s Napa Valley, knows a thing or two about that advice. Corison took a career pivot of sorts and beat the odds. Corison’s journey to winemaking began in college when, as a biology major, she found herself drawn to the science of winemaking. A master’s degree in enology, followed by multiple opportunities to get hands-on experience, led to Corison finally making her breakthrough, establishing Corison Winery in 1987. She did it by purchasing grapes grown in the region between Rutherford and St. Helena, an area known for prime benchland vineyards. Purchasing barrels followed, and then, to produce the wine, Corison had to depend on vacant space in other wineries to create her first products. All the while, she was still moonlighting on other winery and vineyard jobs. 

  Corison Winery finally got its own estate vineyard in 1995 when the company bought the former Kronos Vineyard, which had operated as a farm for over a century. Corison would use part of the land purchase to build a winery in 1999, a Victorian-style winery barn structure designed by William Martin, an architect. In 2015, Corison Winery purchased the nearby Sunbasket Vineyard after sourcing grapes from it for more than 25 years. 

  Together with her husband and business partner, William Martin, Corison has established a reputation for the winery by producing cabernet sauvignons that are marketed as globally recognized wines noted for their distinctive taste, longevity and consistency. The majority of sales come through the winery’s wine club, visitors to the winery and online purchases, resulting in exports to 18 countries and a presence in several U.S. markets.

  Corison says her motivation is driven by a personal devotion to creating good products.

  “Wine is alive and grounds us. The best part is sharing it with friends, family and guests to the winery. I love the great wines of the world, and it is so gratifying to be a part of that.”

  Corison shares her advice to women who want to enter the viticulture industry. 

  “First, you need to be passionate about wine because this is a very difficult business. Then be prepared and start walking. Persistence and a long view will be required.”

  Persistence and the long view paid off for St. Clair Brown Winery and Brewery, a self-described boutique urban winery and nano-brewery headquartered in the city of Napa, California. What used to be a deserted lot and former machine shop is now production central for hand-bottled craft wines and beers.

  Longtime friends Elaine St. Claire and Laina Brown worked together at other wineries for the better part of 18 years before they took the leap to open the winery portion of their business in 2010, followed by the companion nano-brewery in 2018. St. Clair is the winemaker and brewmaster. Brown serves as the company’s president. 

  According to Brown, the duo’s years of experience at larger wineries gave them real motivation to put wines on the market that would distinguish their products from the rest. The two used that motivation to sit down and make a list of everything they wanted their own venture to encompass.

  “After working in the industry for over 10 years, 20 years for Elaine, we came to a point in      our careers where we just wanted to create wines that were crafted with respect, applying the attention to detail and a level of quality that we were truly proud of and then to share them with our community. Our vision was to make our products for the people around us and for the rest   of the wine industry out of honor for what could be created – not just create another brand wrestling for market share.”

  St. Clair got her wish by being part of creating the best of both worlds. As a UC Davis graduate and an award-winning winemaker and brewmaster, St. Clair had always wanted an opportunity to make both wine and beer, putting to use 30 years of experience in making wines in Napa Valley and a decade more as a head brewer.

  For Brown, experience as a wine industry executive came into play when deciding how to create what she describes as a place where craft wine and beer could be showcased in an inviting space. Brown describes the many different facets of how women can enter the winemaking space.

  “The wine industry is very diverse and creative. My advice is to think of what area speaks         to you and how you want to live. The viticultural side of the industry is the establishing and farming of vineyards. If you are more outgoing, you may prefer a career in sales and marketing or hospitality. There are also many fields that support the industry, which are as wide ranging as technology, accounting and culinary. This industry attracts a lot of talented people with different personality types who work hard and enjoy a great lifestyle. More and more women are working in the wine industry, and there is a place for everyone.”

Galena Cellars & Vineyard-Family Legacy Through Generational Contribution

photo of front of Galena Cellars winery building

By: Gerald Dlubala

When a third-generation winemaker like Eric White, president and winemaker of Galena Cellars Vineyard and Winery in Galena, Illinois, calmly and confidently says that he’s still learning, it shows the dedication and continuous education that occurs in the winemaking industry. According to White, every harvest, every tweak in the process and every batch produced is a learning opportunity, and it’s part of the excitement of being a winemaker.

  White says that the family’s winemaking journey started with his grandparents. “My grandpa Lawlor is the root of Galena Cellars,” said White. “He was this eccentric guy who just liked to do things out of the ordinary. One day, he decided to take a home winemaking class at a community college in Cedar Rapids. At the time, the popularity of wine was taking off on the West Coast, but there were little to no actual wineries throughout the Midwest. Grandpa Lawlor thought this had a chance to be something special, something unique and something they could all enjoy as a family. The idea kind of spiraled from there, and now, three generations later, here we are.”

  The current Galena Cellars and Vineyard location is actually the third winery opened by the family. In 1976, after graduating with her degree in enology from Fresno State University, Christina Lawlor, the family’s second-generation winemaker, opened Christina Wine Cellars in McGregor, Iowa. She produced 200 cases of cherry wine. Four years later, in 1980, a second location opened in LaCrosse, Wisconsin, in an old Milwaukee freight depot.

Finding the Perfect Spot

  It was in 1983 that the Lawlor family came across the location in Galena, Illinois, while on a trip to purchase grapes. Christina recruited her brother Scott and his wife Karan for help with this new family project. Galena Cellars opened in 1985, taking up residence in a restored 1840s granary building on Main Street. Following the opening, Galena Cellars celebrated its first annual Beaujolais Nouveau Wine Celebration and, in the process, gained further recognition when they were featured on The Today Show.

  Galena Cellars wine production grew, resulting in the family purchasing a farm on North Ford Road, just outside of Galena. This made it possible to move their wine production here to the farm and vineyard. It allowed them to start growing experimental grape varietals. It also came with expanded responsibilities, so the family decided to close the McGregor and LaCrosse locations to focus all their energy and resources on the farm and vineyard location.

  “We currently grow La Crosse, Marechal Foch and Petite Pearl, Verona on 4.5 acres,” said Christina Lawlor-White, second-generation winemaker. “Additionally, we have an experimental one-acre vineyard that we work on in conjunction with the NIWG (Northern Illinois Wine Growers). We have 12 vines responsible for 23 varieties. It sounds like a lot, but for me, it’s not a job, it’s a lifestyle. It’s hard work, but it’s also invigorating work. It’s still exciting, and it never gets old.”

  Galena Cellars and Vineyard offers tastings, tours and music at the vineyard. Additionally, guests are always invited to simply hang out and take in the beautiful vistas and all that the farm and vineyard have to offer. If interested, guests can take a more intimate stroll through the vineyards or soak up the area’s picturesque sunsets while enjoying the award-winning wines made right there on site.

  In 2004, five years after releasing its flagship wine, “Eric the Red,” named after Christine’s son Eric, Galena Cellars added a suburban tasting room and gift shop in downtown Geneva, Illinois.

  While offering the same great wines as the farm and vineyard location, the downtown space also featured music, tastings, wine-infused cocktails and small bites available from a full kitchen that perfectly paired with their wines.

A New Generation Continues the Family Legacy

  Galena Cellars’ history reveals a true family business success story. Several family members were included along the way, some even moving to the area to join the business. During this time, Christine Lawlor-White would go on to be named “Winemaker of the Year” three separate years by the Illinois Grape Growers and Vintners Association, owning the title in 2002, 2008 and again in 2017.

  As additional family members completed their education in winemaking and joined the business, some of the others retired. It was in 2018 that Eric and Britt White were called on to continue the family legacy as third-generation winemakers. Eric is the current president and winemaker, and his sister Britt is Galena Cellars’ brand ambassador and wine club manager.

  Following family winemaker tradition, the Illinois Grape Growers and Vintners Association named Eric “Winemaker of the Year” in 2019. Enhancing the ceremony, his mother, Christine, was the one to hand him the coveted award. Eric and Britt are now moving the winery forward, infusing their ideas and techniques into what the family has done before them, and the future looks as bright as the morning dew glistening off of their grapevines.

Family’s Work Ethic Continues Through Generations

  “We grew up in a rural lifestyle that was very different and very unique,” said Eric. “I never really understood the magnitude of what everyone was doing and all of the accomplishments that happened along the way. Looking back, it was a lifestyle of invigorating, hard work.”

  That hardworking family tradition keeps Eric and Britt determined to push the envelope and never shy away from new ideas, as long as they do so in a way that honors the traditions and legacy of the family members who started and grew Galena Cellars to where it is today.

  While many winemakers I speak to dread the harvest season for the endless hours and continuous deadlines that present themselves to get the grapes gathered and processed, this family seems to relish the harvest season. “The harvest is the most exciting time of the year for me,” said Eric. “It’s a second chance on winemaking. It’s when I can assess what I did right and what I did wrong and constantly improve from there. It’s when we can bring in new varieties from the vineyards we worked with in the past and create new styles or variations to offer our guests.”

  “We have a strong passion for perfecting what we do,” said Britt. “We want to stay small and remain unique, and we want to grow our wine club offerings and membership. We offer everything from dry reds to a fruit and dessert selection and everything in between. There is truly something for everyone in our lineup. Additionally, our wine club gives us the unique opportunity to try out new ideas in our cellar and produce unique, small-batch wine exclusively for the members.”

  Galena Cellars Vineyard and Winery offers up to 70 varieties of wine. “We have five acres encompassing three varieties,” said Eric. “We use these three varieties to produce small batches of wine in various styles.”

  “We are working to find the perfect grape to grow in our climate,” said Christine Lawlor-White. “We have an experimental vineyard on the property that allows us to continue our quest to research these new varietals. Our terroir and environment matter as much as the finished product, so finding the perfect grape to grow in our climate can take years of research just on its own. Typically, our best sellers are our flagship, Eric the Red (marechal foch), our Oktoberfest (riesling and muscat blend), our General’s Reserve Red (a red blend of hybrid and vinifera varietals) and our locally sourced Edelweiss.”

  Lawlor-White also tells The Grapevine Magazine that the palates of their consumers continue to change, so their wines are evolving as well.

  “We work in depth with vinifera grapes and implement the education and technology learned from West Coast viniculture and apply that knowledge to our American French hybrid grapes,” said Lawlor-White. “Additionally, we focus on sourcing fruit from our local growers, as well as some of the best-growing regions available.”

  That strategy has served them well. Their awards are too numerous to list here. Yet, from Illinois State Fair Competitions to American Fine Wine Rosé Wine Competition and into Experience Rosé International Wine Competitions, there are enough silvers, golds and double-golds to impress even the most experienced wine consumer.

  “Winemaking is one of those businesses that typically is a family business,” said Lawlor-White. “It’s as if winemaking is in your blood! Each generation makes important contributions, and the wine just gets better and better.”

  “We are fortunate to work together and spend time as a family together doing things we all love to do,” added Britt.

Plan a Visit and Maybe Even a Stay

  Galena Cellars Vineyard and Winery offers an updated tasting room and a wraparound deck to enjoy the unmatched views of the surrounding farmland and picturesque vineyard vistas. Guests are encouraged to stroll through the vineyard

and end their day with a glass of locally made wine while experiencing a memorable sunset in a farm and vineyard setting. For those who want an extended stay, Galena Cellars offers a cozy guest suite and quaint guest house that would be perfect for an extended stay. Treat yourself to a romantic getaway, a family get-together or a simple night away from the rigors and stresses of daily life.

  For more information, including award lists, or to book a stay, contact Galena Cellars Vineyard and Winery at:

Galena Cellars Vineyard

4746 N Ford Road

Scales Mound, Illinois, 61075

815-777-3235

Galena Cellars Downtown

111 N Main Street

Galena, Illinois, 61036

815-777-3330

www.galenacellars.com

Guarding the Flavor and Clarity of Wines Through the Right Filtration Systems

wine filtration machine

By: Cheryl Gray

Wine is a vulnerable product. From grape harvest to filtering the best from your fruit, the tools of the trade include filtration systems designed to tackle problems associated with mineral additions, oxygenation and other culprits that can threaten a wine’s flavor profile.

  Experts in the winery filtration industry include Aftek Filtration Systems. The company, based in Rochester, New York, has been in business for nearly 40 years. Aftek works with multiple sectors in the food and beverage industry, including wine, beer, hard cider, distilled spirits and kombucha.

  Jim Russell represents Aftek. He describes two common problems wineries must control and how Aftek can help. 

  “After selecting the correct media and proper processes to reduce or eliminate mineral addition or absorption, our next most common culprit seems to be oxygenation. It has been noted that with colors and flavors susceptible to oxygenation, this is something to minimize and eliminate.”

  Russell also lists the problems that affect filtering wine.

  “If we consider wine as a solution, certain additions may cause items in a solution to precipitate out as a solid. Adjusting brix levels and even the type of sugar (liquid vs. granulated) has seen drastic effects on filterability. Blending two different types of products may also cause a precipitate. Gum-arabic and certain ‘mouthfeel’ additives can be inherently difficult for membranes. Color-intensifier, especially crossflow-derived retentates, will not pass a membrane. Beta-glucans can also be problematic for membrane filtration and is hard to test for.”

  Russell adds that looking at other areas, such as pad filtration and cartridges, while purging tanks and lines with gases, such as nitrogen, is a good idea.

  “Cartridges are very good and neutral on absorption or minerality uptake, the limiting factor seems to be the volume to process for bulk solids. By selecting a pad (Eaton Becopad) that is water jet edges versus knife cut, we minimize leaking and not only have less loss but lower DO uptake. Going to the Becopad can achieve low to no drip loss and the lack of DE/perlite means no minerality uptake. These are also available in lenticular/modules. If you are looking for even higher processing in flow and volumes, consider the crossflow by Della Toffola. This equipment is going to give the highest quality with minimal effort.” 

  Russell cautions against cutting costs that may seem viable but could eventually cost more in the long run. 

  “Using fewer pads seems like you are saving money until you understand the mechanism being done in filtration. By reducing area, we increase flow per square meter, as the pads are designed to be about 0.5 bar or less on clean start-up.

  This increase in flow causes soft materials to impact the matrix of the pads at high velocities, prematurely reducing the filtration area. It has been noted that in some cases, we have seen three flow times with double the area.

  By targeting when you have multiple pad changes out per batch on certain varietals, it might be good to try to increase your area where possible. If this isn’t the case, it could be worth looking at using a slightly more open pad to reduce the loading.”

  As for cartridges, Russell says it is important to protect the full life of your membrane filtration system.

  “Premature clogging on membranes seems to be the biggest cause of not achieving full life on your membrane. Common factors include but aren’t limited to not pre-filtering tight enough, letting too much time pass from the last pre-filtering, improper enzymes for pectins or beta-glucans, improper cleaning, improper storage and unfilterable additions are a few of the most common.”

  Aftek can also help with the selection of crossflow equipment. Russell says that because labor and materials costs have risen, crossflow for processing wines is an increasingly valuable weapon in a winery’s arsenal.

  “Ceramic membranes are less impacted by pectin’s and can take more solid loading per area than their polymeric counterparts. The cleaning cycles done at higher pressure and the innate material strength lend to better regeneration. They also can take clay/bentonite fouling where the polymeric versions would be ruined. The selection of full-automatic systems also lends to less operator variability and better cleaning cycles.”

  Filter Process & Supply is another company offering filtration products for wineries. Based in New Jersey, Filter Process & Supply works with its customers to help guide their processes of choosing the right filtration products. The company works with customers to deliver a timely shipment of filtration products and offers suggestions on ways to improve the filtration process. That includes working with clients to identify cost savings, increase throughput and provide technical support.

  Peter Wojnarowicz, the company’s manager of applications, describes some other challenges in filtering wine.

  “One of the biggest issues we see when reviewing existing applications is undersized filter equipment, causing you to have too much flow for too little surface area. This creates a flow velocity that can ultimately affect filter life. If you start with a high differential pressure, it could cause filter life to be cut short. There are exceptions, especially with viscosity-related products. The pore size of either synthetic or cellulose media can be affected by higher flows. If the pore size is below 1-micron, flow reduction is important for filter life. Impaction of the media at higher flows typically shortens the filter life.”

  Wojnarowicz describes some of the solutions his company recommends and why those recommendations are important for wineries to consider.

  “With wine, the maximum flow we tend to recommend is a 1/2 gallon per minute per square foot, but ideally, we would like to see a more conservative flow rate of a 1/4 to 1/3 gallon per square foot. So, for example, if we have a surface area on a 40cm X 40cm pad that is roughly 1.5 square feet, and we are using a 20-plate filter with same media throughout, the flow rate is seven to 10 gpm based on 30 square feet. With a divider plate using two-stage filtration, the flow would need to be lower.”

  Next, Wojnarowicz describes multiple methods of filtering and clarifying wines. 

  “For smaller wineries, cartridge filtration and a small plate filter, typically a 20cm X 20cm, work well from 25 to 100 gallons, depending on how many plates are used. For larger volumes in the range of 200 to 1000 gallons, a 40cm X 40cm plate filter will work well, also based on the number of plates. Then, there are various-sized lenticular filters/stacked disc (same) filter systems. We have small, medium and large systems depending on the volume of beverage that will be filtered. We have been working with lenticular filtration and clarification in different industries for about 25 years. 

  For volumes from 500 to 1,000 gallons, a crossflow system is something that may be a good investment. Currently, we recommend cartridges, plate filters and lenticulars, and we will review the pros and cons of each in more detail with a customer.”

  Choosing between stacked discs, plate fillers or lenticulars, Wojnarowicz explains, depends on the production needs.

  “While both use the same media, plate filters have some drip loss, whereas stack disc systems are completely sealed. Higher pressures are attainable in stacked disc systems, which is good if the filtration run is nearing its end and a change-out can be avoided. 

  Typically, lenticular systems have a lower cost for the equipment but higher operating costs when compared to internally ported plate filters. To charge a lenticular, it could be up to four times the cost compared to charging a plate filter with the same square footage.”

  Since lenticulars are closed systems, the wine, Wojnarowicz says, is subjected to higher pressures because it goes through finer pore sizes, which may lead to other problems.

  “Potentially, higher pressures can strip out. We typically do not like to go above 20 psi when filtering. Pressures higher than that may be okay if the beverage run is near completion, but, if the process run is at a halfway point, it is probably better to change out and start with new media.”

  Wojnarowicz adds that with proper training, minimizing drip loss in plate-filtered wine can be reduced to half a gallon or less.

  The Vinter Vault, with two locations in California and a third in Texas, offers customers custom filtration setups, with the crossflow system being the largest. Company president Ryan Horn adds that The Vinter Vault also offers DE filtration, cartridge, plate and frame, as well as lenticular systems.

  No matter what filtration system a winery installs, the goal is to produce wine with clarity and flavor that will maintain its integrity until it is uncorked and poured. Equally important is to perform filtration in a cost-effective manner by minimizing product loss through proper training and technique.

Custom Crush Host & Guest

Photo of winery building with grape crushing equipment and people using bins to put grapes on crushing equipment

By: Thomas J. Payette, Winemaking Consultant

Having been on both sides of custom crush not only as a winemaker as a host winery but also as a winemaking client in another’s winery I feel especially adapted to help people with custom crush endeavors.  Making sure your grapes and wine get the excellent treatment they deserve is always the top consideration.  You want to make excellent wine, without winemaking flaw, as a bottom line.

Choosing Your Custom Crush Partner

  Make sure to choose a custom crush winemaking facility that is adapted to your size and style.  If you care for the products that winery makes that is a key asset that you can hopefully build on but it is not a given your wines will be as clean and assertive as the winery making your wines.  Research the winery you plan to be involved with and make sure they are the correct fit.  Research their sanitation and explore if brettanomyces could be a long term issue, especially if making reds and moving the bulk wine back to your facility.

Discuss How Far to Go

  Discuss with the winery how much of the process you plan to have done at their facility.  Will they just crush and ship? Will they crush, ferment, press and ship?  Will they crush, ferment, press, age, bottle and ship?  What should the label say?  What should they expect from you?  If you are building a new winery building are there contingencies’ for a construction delay on your end?  There are many ways to configure what your needs are and the winery should have some idea of how long you plan to stay and what their role is in your vision.

Communication

  Now we can see communication is already a huge part of this relationship.  Beyond how long you will stay at the winery leads into division of responsibilities.  Who will decide the yeast, enzyme, nutrient, style, maceration, whole cluster press, crush and press, etc?  Will tanks be available?   Should you bring your own tanks and barrels to the winery to be helpful?  What can the winery supply to you in the way of fermentation capacity and how soon will the wine get into your barrels so the production path is clear for their grapes and wines?  Map out a process with the winemaker and/or GM to make sure a plan is in place.

Priority

  Every harvest comes with new challenges.  Often winemakers are already stressed with their own fruit and winemaking demands only to find owners and GM’s piling more on them with custom crush.  Make sure the winemaking team really wants you there and that they will treat your fruit with the same respect as their own.  Is the winemaker being compensated extra for your presence?  Should they be?  Are they happy you are “on board” or is this process a thorn in their side?  Are you just in their way? This is hugely important to your success as a client in their cellar and what are your buffers or remedies if you find your expectations are not being met?  This happens and you need expertise to know when things are not just right.

Expertise

  Make sure you have expertise on hand to help coax your winemaking process along.  Make sure a detailed plan has been placed, on paper, for the resident winemaker to follow.  Make sure the plan has the flexibility needed to shift to address the potential abnormalities every harvest has.  This ability to make decisions on the fly will be imperative to your overall wine quality success.  Not knowing the ins and outs can lead you subject to agreeing to things you may not have agreed to and having the wines suffer in the process.  Make sure you don’t become “second fiddle” for the cost of a “front row seat”.

Being a Priority

  Keeping yourself in the forefront will be a delicate balance.  Harvest has everyone under stress and that starts to show quickly in the game.  Make sure level heads approach reactionary winemakers with compromise and offering solutions.  It will help the stress level of the onsite winemaker remain low and you will gain respect.  This will typically pay off later when you do need a little something extra from the winemaking team.  They will respectfully step forward and help on the back end.  Show that you understand the shoes they are in and that you are not only present to help them navigate the waters, with them, but ready to look after your wines, too. 

How to get the Best

  Getting the best is by getting along.Communication is the key.  If your fruit is being delayed from the 10:00am delivery slot originally planned – place the quick call to the proper winemaking team person and let them know calmly. 

Chances are something else has shifted that day already and the team easily navigates this new slot.  It always works out well beyond any planning but if the team is veteran – they have seen it all and will refocus their energy to a more immediate task that may have been slated for later that day.  This same approach goes for all during the year.  Plan and communicate.

Flexibility

  The above has certainly addressed the issue of flexibility.  This is farming at crush.  Harvesters break down, picking crews get out of sequence, lug deliveries may have been delayed or any other host of things could happen.  Many situations are out of your control so plan for the worst and accept a good day.  They happen more frequently than this article might suggest.

Good….Great Relationships

  Keep a great relationship, even at your own expense, while having wine made in another’s facility.  That doesn’t mean you need to role over and accept poor treatment of your fruit and wines but rather go the extra mile to have the winemaking crew want to help you.  Help them when possible on a task they are working on if the winery environment allows it.  If you can help them clear a path to work with your fruit – they will respect that.

Doing Work Yourself

  Will you be able to do work yourself on their premise and in their facility?  This can be key from crushing fruit to racking tanks and barrels or filtering wine.  If things are being slow to get done ask if you can come in and do the work yourself provided you have the knowledge and skills.  Some wineries will allow this and in some cases it is the best solution for on site quality control.  Will the custom crush winery assign their top personnel on your lots or will they focus on theirs?  Human nature comes into play here and you need to protect your investment.  If late Friday work orders delivered to a non veteran winemaking staff should become the norm for what needs to be done to your wines – this should sound alarm bells to you.

Lab Testing

  Will the custom crush winery supply lab numbers to you?  Do you trust their lab numbers, expertise and how will you know if the numbers are trust worthy?  The difference in a pH reading of 3.88 and 3.76 could have a huge influence on how you may want to handle that wine.  Make sure to use outside labs to help validate the internal numbers being supplied to you.  It is great insurance for your wines and you soon know how reliable the internal winery numbers are and how often you need to seek outside numbers.

Record Keeping

  How much access will you have in the record keeping?  Will the custom crush winery hold those records close to their chest or is it an open book?  Do they keep as detailed records as you hope to see?  Address this before becoming a client of theirs.  Is it up to them to keep track of blends or yourself?  Perhaps it is best to run the records parallel so you can confirm your confidence in what you receive.  It will help in any case especially in the event of a computer crash or other catastrophic events.

Sanitation

  When courting a winery, as a potential custom crush facility, make sure you are happy with what you see in terms of sanitation.  Don’t expect that the overall sanitation regime will change once you “get married”.  Look at the process and procedures that each winery might have in place to understand how they clean certain segments of the winery.  If you plan to move the wines in bulk to your facility be careful not to contaminate your brand new winery with spoilage microbes that could affect your wine styles for years if not forever.

Summary

  Make sure to look out for number one when looking to do custom crush.  Many honorable facilities exist but be on your toes to make sure you know when things are not headed in the proper direction for your wines.  Make sure you are getting your monies worth and that the wines you intend to craft are indeed shaping up in the proper fashion.

•    Know what your goals are and express them.

•    Explore the winery that will best fit the goals.

•    Make business arrangements to achieve the goals.

•    Communicate throughout all the winemaking process.

•    Have a commanding presence while remaining flexible.

  A big thanks to Rombauer, Laird, Braman, Prince Michel and numerous other wineries for allowing me custom crush access and experience.