5 Secrets to Successful Vineyard & Winery Transactions |
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Start Pre-Planning Now Select seasoned advisors to support you with tax, lending, and legal work months (or years) before you plan to sell your property. This includes securing essentials from entitlements and permits to intellectual property. Get clear on the specific assets to be sold as well. |
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2 Organize Record Keeping Save yourself serious stress by keeping detailed records across all aspects of your business. You might be surprised by exactly how much information you'll need on-hand. |
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3
Frame your Financials Make a compelling case for your property. Team up with a trusted advisor and your CPA to frame your financials in the most attractive light. Be sure to balance your inventory and grapes under contract as well. |
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You can find secrets 4 and 5 on Jenny’s latest Blog Post! |
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A high-capacity ultra-premium winemaking facility equipped for crush, fermentation, storage, and barrel aging in the heart of Central Coast Wine Country. Proven crush capacity for 5,000 tons annually. A valuable addition to any portfolio aimed to maximize consistent earnings, this Winery facility offers an ideal blend of assets. Asking $14,500,000 * Proof of funds and signed NDA required to receive offering memorandum |
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An ideal opportunity for the savvy lifestyle buyer to own an estate winery in the El Pomar District of the Paso Robles AVA, this 27 acre property offers it all from a vineyard, winery and tasting room to a variety of event and storage spaces—plus a 3 bedroom, 3 bath 2,200 sq. ft. home with two Master Suites. Equipped with 2 productive wells, you'll find nearly 17 acres of primarily Cabernet Sauvignon. Asking $2,900,000 |
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The perfect scenic vineyard setting to build a custom home you love, this gated 10.5 acre property is completely fenced for your peace and privacy. Located on Paso Robles westside in the Adelaida AVA, the desirable 8.4 acre vineyard includes 2.15 acres of Petite Sirah and 6.28 acres of Zinfandel. Planted in 2004, the vineyard operates under organic farming practices and goes into a $47 bottle of wine. Asking $1,650,000 |
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Scenic 18+ acre vineyard property complete with a newly-remodeled 3,000 sq.ft. farmhouse with vast views of grapevines and rolling hills. Located in the Templeton Gap District of the Paso Robles AVA, the 15.5 acre vineyard includes approximately 7.5 acres of Cabernet Sauvignon, 4 acres of Sangiovese, and 4 acres of Merlot. |
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Buyer representation by Jenny Heinzen A phenomenal location, this sale included real estate, brand, business, equipment, inventory, winery building with tasting room, offices and caretakers residence. This property further boasts 23 planted acres in the Templeton Gap AVA, as well as an Ag support structure of 6,000 sf. |
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Seller representation by Jenny Heinzen A luxe Paso Robles vineyard property totaling 230 acres across 2 parcels. Beyond the primary residence—prestigious wine grapes and 2 rental homes are located in a stunning setting. |
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