Winery XYZ A California Winery Producing a Variety

  • Slides: 33
Download presentation
Winery XYZ: A California Winery Producing a Variety of Wines Tiburon Research Month Day,

Winery XYZ: A California Winery Producing a Variety of Wines Tiburon Research Month Day, Year

Winery XYZ Comments • Founded in XXXX • Based in XXXX ADD Winery XYZ

Winery XYZ Comments • Founded in XXXX • Based in XXXX ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 2

Winery XYZ was Founded in XXXX and Has Subsequently Evolved through its Early, Middle,

Winery XYZ was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Winery XYZ History Winery XYZ Founded Approximate Dates: Key Steps: XXXX • XXXX: Winery Early Phase XXXX - XXXX • XXXX: -- Middle Phase XXXX - XXXX • XXXX: -- Recent Phase XXXX - 2019 Winery XYZ Today 2019 • XXXX: -- XYZ founded ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 3

Winery XYZ was Founded in XXXX Comments • Founded in XXXX • Based in

Winery XYZ was Founded in XXXX Comments • Founded in XXXX • Based in XXXX ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 4

Winery XYZ is Not a Frequent Advertiser Comments • -ADD Winery XYZ LOGO HERE

Winery XYZ is Not a Frequent Advertiser Comments • -ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 5

Winery XYZ Has a Web Site with XXXX Core Sections, Including __ Winery XYZ

Winery XYZ Has a Web Site with XXXX Core Sections, Including __ Winery XYZ Web Site ADD Winery XYZ LOGO HERE Winery XYZ Web Site -- -- Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 6

Winery XYZ is Not a Frequent Acquirer Comments • -ADD Winery XYZ LOGO HERE

Winery XYZ is Not a Frequent Acquirer Comments • -ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 7

Winery XYZ Has a Charitable Giving Program Comments • -ADD Winery XYZ LOGO HERE

Winery XYZ Has a Charitable Giving Program Comments • -ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 8

Winery XYZ Has Employees Winery XYZ Employees ADD Winery XYZ LOGO HERE Source: Tiburon

Winery XYZ Has Employees Winery XYZ Employees ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 9

Winery XYZ Has Planted Acres Winery XYZ Planted Acres ADD Winery XYZ LOGO HERE

Winery XYZ Has Planted Acres Winery XYZ Planted Acres ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 10

Winery XYZ Produces Tons of Grapes Winery XYZ Tons of Grapes ADD Winery XYZ

Winery XYZ Produces Tons of Grapes Winery XYZ Tons of Grapes ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 11

Winery XYZ Produces Gallons of Winery XYZ Gallons of Wine ADD Winery XYZ LOGO

Winery XYZ Produces Gallons of Winery XYZ Gallons of Wine ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 12

Winery XYZ Produces Cases Winery XYZ Cases Produced ADD Winery XYZ LOGO HERE Source:

Winery XYZ Produces Cases Winery XYZ Cases Produced ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 13

Winery XYZ Generates Revenues ADD Winery XYZ LOGO HERE Winery XYZ Revenues ($ Millions)

Winery XYZ Generates Revenues ADD Winery XYZ LOGO HERE Winery XYZ Revenues ($ Millions) Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 14

Winery XYZ Earns $___ Million ADD Winery XYZ LOGO HERE Winery XYZ Net Profits

Winery XYZ Earns $___ Million ADD Winery XYZ LOGO HERE Winery XYZ Net Profits ($ Millions) Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 15

Winery XYZ Produces a Number of Varietals, Including… Winery XYZ Varietals ADD Winery XYZ

Winery XYZ Produces a Number of Varietals, Including… Winery XYZ Varietals ADD Winery XYZ LOGO HERE Winery XYZ Varietals -- -- -- Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 16

Winery XYZ’s First Varietal is ___ Comments • -ADD Winery XYZ LOGO HERE Source:

Winery XYZ’s First Varietal is ___ Comments • -ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 17

Winery XYZ’s Second Varietal is ___ Comments • -ADD Winery XYZ LOGO HERE Source:

Winery XYZ’s Second Varietal is ___ Comments • -ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 18

Winery XYZ is Led by its CEO… Winery XYZ Organizational Chart ADD Winery XYZ

Winery XYZ is Led by its CEO… Winery XYZ Organizational Chart ADD Winery XYZ LOGO HERE -- -- -- Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 19

Winery XYZ Has a Board of Directors Led by its Chairman… Winery XYZ Board

Winery XYZ Has a Board of Directors Led by its Chairman… Winery XYZ Board of Directors -- • -- -- • -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 20

Winery XYZ is Privately Owned Comments • -ADD Winery XYZ LOGO HERE Source: Tiburon

Winery XYZ is Privately Owned Comments • -ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 21

Winery XYZ Has Assets Winery XYZ Assets ($ Millions) ADD Winery XYZ LOGO HERE

Winery XYZ Has Assets Winery XYZ Assets ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 22

Winery XYZ Has Liabilities Winery XYZ Liabilities ($ Millions) ADD Winery XYZ LOGO HERE

Winery XYZ Has Liabilities Winery XYZ Liabilities ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 23

Winery XYZ Has Shareholders’ Equity Winery XYZ Shareholders Equity ($ Millions) ADD Winery XYZ

Winery XYZ Has Shareholders’ Equity Winery XYZ Shareholders Equity ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 24

Winery XYZ Earns … Per Share Winery XYZ Earnings Per Share ADD Winery XYZ

Winery XYZ Earns … Per Share Winery XYZ Earnings Per Share ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 25

Winery XYZ Declares … Dividends Per Share Winery XYZ Dividends Per Share ADD Winery

Winery XYZ Declares … Dividends Per Share Winery XYZ Dividends Per Share ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 26

Winery XYZ Has a … Dividend Yield Winery XYZ Dividend Yield ADD Winery XYZ

Winery XYZ Has a … Dividend Yield Winery XYZ Dividend Yield ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 27

Winery XYZ’s Stock Price is … Winery XYZ Stock Price ADD Winery XYZ LOGO

Winery XYZ’s Stock Price is … Winery XYZ Stock Price ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 28

Winery XYZ Has … Shares Outstanding Winery XYZ Shares Outstanding ADD Winery XYZ LOGO

Winery XYZ Has … Shares Outstanding Winery XYZ Shares Outstanding ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 29

Winery XYZ’s Market Capitalization is … Winery XYZ Market Capitalization ($ Millions) ADD Winery

Winery XYZ’s Market Capitalization is … Winery XYZ Market Capitalization ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 30

Winery XYZ is Owned by …. Winery XYZ Ownership By Owner ADD Winery XYZ

Winery XYZ is Owned by …. Winery XYZ Ownership By Owner ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 31

Winery XYZ’s Stock Volume is…. Winery XYZ Stock Volume ADD Winery XYZ LOGO HERE

Winery XYZ’s Stock Volume is…. Winery XYZ Stock Volume ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 32

Tiburon Strategic Advisors Comments • Focus on corporate-level strategy - Serve senior executives only

Tiburon Strategic Advisors Comments • Focus on corporate-level strategy - Serve senior executives only at financial services companies - Key services: market seminars, market research, & strategy consulting - Served over 450 corporate clients and completed over 2, 200 projects since 1998 - Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors • Chip Roame background - Mc. Kinsey & Company - Charles Schwab & Company - Tiburon since 1998 Source: Tiburon Research & Analysis XX. XX – Winery XYZ © Tiburon Strategic Advisors, LLC™ 33