Allie spent 20+ years as a CFO in the wine industry. She knew exactly how wineries operated—but that expertise was locked inside corporate.

When she first considered leaving, her business was bringing in about $9,000/month on the side. Promising, but not enough to feel certain she could replace her corporate income consistently.

What changed inside Passport was how she packaged it.

She turned her experience into a clear, specialized offer: Helping independent wineries get clean books and compliant in 60 days. 

That clarity created demand fast.

And the numbers followed:

$230K last year

$380K this year

On track for $500K+ next

She’s now signed 28 monthly recurring clients, plus high-ticket licensing projects—most of which convert into ongoing retainers. Nearly half of her new clients come through referrals.

As the business scaled, so did her role. With a team handling delivery, she’s focused on higher-level work and growth—not day-to-day execution.

And her lifestyle looks completely different now.

She recently spent a month in Portugal with her family, working about 15 hours a week—signing new clients and supporting existing ones while everything continued running smoothly.

No PTO. No pause on income. Less stress. Better mental health. More control.

What made the difference wasn’t more experience—it was learning how to position the experience she already had.

Passport gave her the structure to turn 20+ years of expertise into a high-demand offer—and the confidence to actually own the value of it.

Now, instead of wondering if she could replace her income, she’s building a business that keeps expanding.

And the growth potential? She calls it limitless.