CONFIDENTIAL OVERVIEW
WineryX Real Estate is assisting an east coast beverage advisory firm to secure a major investor or buyer for a California North Coast, Russian River Valley focused wine brand.
The decade old brand has seen significant growth in revenue (up 60% in Q1 in 2010), with projected sales of $1.2M for the full year 2010.
The popularity and outstanding growth is primarily due to the “legs” this brand has developed among consumers, distributors and wine critics alike. Consistent quality, high profile ratings and branding are the foundation for this surging brand, even in this challenging economy. Access to high quality fruit sources from the Russian River Valley and Alexander Valley is sourced through relationships forged by the brand’s high profile winemaker and founder.
The brand has significant direct sales (Tasting Room and Wine Club) as well as highly regarded wholesale distribution in California, the Northeast and Florida. The label is niche-focused with no competition, yet it has universal and international appeal for growth. It is positioned to grow steadily in production, distribution and direct sales. Its reputation as a small production brand with a cult following is now ideally positioned to leverage for increased production and revenue growth.
There is no real estate associated with this brand, and its appeal is integrated with a classic lifestyle niche, and the personality and highly regarded reputation of the winemaker, who will remain involved in the wine’s production, fruit sourcing and image making. The Tasting Room is leased in a good location in Sonoma County.
The current inventory in case-goods and barrels is approximately 11K cases, with a price position ranging between $110 to $250 FOB. Premium red and white varietals have strategically expanded over the past decade based on the winemaker’s access to the highest quality, long term fruit sources for each.
If you have an interest in acquiring or investing in a wine brand positioned for solid, strategic growth, please contact me at (707) 235-8585. I am only doing direct referrals to the brand’s representative after a filter/qualifying process. I will not be representing a buyer’s or investor’s interest directly.

Katie Somple, Broker/Owner WineryX Real Estate (707) 235 8585 Katie@wineryxrealestate.com 10 years experience providing:
A Safe and Confidential Resource For Winery Owners To Explore Their Options A Comprehensive Source for Premium Wine Related Real Estate Opportunities Strategic Introductions between Pre-Screened Buyers and Realistic Sellers Objective Value Analysis of Wineries and Vineyards