Since 2019, I've served as VP at Joseph Victori Wines, a fourth-generation family wine business, where I lead operations, technology, marketing, and strategy. I've managed 20 sales representatives and built different systems to enhance the business, websites, social media marketing, CRM systems, cyber security, etc. I know what it takes to operate in a heavily regulated, relationship-driven industry where compliance mistakes are expensive and customer trust is the real asset.

I hold a B.S. in Industrial Engineering and a Master's in Management and Organizational Leadership from Penn State. I think in processes, metrics, and unit economics: what it costs to acquire a customer, what it costs to deliver, and where an operation leaks. I've also spent my career selling B2B to independent business owners, the kind of customer who buys on results and leaves when they don't get them.

Now I'm looking to acquire one business and run it full-time and hands-on. At closing I'll step away from my current role to operate the company directly. I'm not a flipper, and not a distant portfolio buyer bolting it onto a platform. My approach is to protect what already works, learn the operation from the seller and the existing team, and then grow it through better sales execution, tighter operations, and disciplined, data-driven decisions. Where the business depends on specialized skills I haven't personally performed, I plan to retain the people already doing that work, learn the function directly from them during the transition, and manage it through clear performance metrics.

I'm a serious, financed buyer, working with an established SBA lender and an experienced M&A attorney, and I move quickly and respectfully through a clean process. While I'm in the business, it has my full attention, my capital, and my name behind it. If you've built something you care about and want to see it grow in capable hands, I'd welcome a conversation.

https://www.linkedin.com/in/brian-umbach-53a56210b/