Award-Winning Napa Valley Winery
| Cash Flow: | $572,000 |
| EBITDA: | $442,000 |
| Gross Revenue: | $2,450,000 |
BUSINESS HIGHLIGHTS
The Company is a premier boutique winery located in California’s Napa Valley wine region. The Company operates a winery and a distinctive tasting room, and produces a range of award winning, handcrafted wines that offer exceptional value to the refined wine enthusiast. The Company produces approximately 3,500 cases of wine per year, representing 16 different varietals from different appellations. The Company sources grapes from local growers who adhere to its strict viticulture philosophy. All production and bottling activities are outsourced to trusted partners under the strict guidance from the Director of Winemaking. The Company maintains the appropriate licenses to sell throughout the US, as well as internationally, and can source bulk wine from key wine producing countries including Italy, France, and Argentina.
INVESTMENT APPEAL
Superior Name and Reputation — Known for the quality of its wine offerings and focus on customer service, the Company has received numerous awards and recognition. The Company’s brand is well-recognized and consistently receives 90+ point scores including multiple 95-98+ point ratings from renowned global wine critics. One of the Company’s wines received a Top 100 Wines of the World designation.
Loyal Client Base — The Company has developed a loyal base of 3,000+ customers that has enabled the business to operate successfully for 25 years. The Company’s wine club has more than 700 members from nearly all 50 states. Direct to Consumer sales represented 62% of total revenue in 2023.
Established Distribution Channels — The Company sells its wine Direct to Consumer, including retail and wine club; through Wine Distributors, with licenses in up to 20 states (10 active) and an opportunity to expand distribution; and to Wholesale Customers, including wine shops, retail outlets, hotels, and restaurants. High customer loyalty and growth of the Direct to Consumer channel enabled the Company to maintain its sales volume during the 2020 pandemic when other channels were hurt by State shutdowns of retail establishments.
Beautifully Appointed Facility — The Company operates its brand from a 20,000 square-foot winery and tasting room situated on a truly unique and attractive property. The facility has beautiful panoramic views and is a highly desirable destination for wine enthusiasts from all over the country.
