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

ADD Winery XYZ LOGO HERE Comments Founded in XXXX Based in XXXX ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 2

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

Winery XYZ was Founded in XXXX Comments Founded in XXXX Based in XXXX ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 4

Winery XYZ is Not a Frequent Advertiser Comments -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 5

Winery XYZ Has a Web Site with XXXX Core Sections, Including __ ADD Winery XYZ LOGO HERE Winery XYZ Web Site -- -- -- -- - -- Source: Tiburon Research & Analysis 6

Winery XYZ is Not a Frequent Acquirer Comments -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 7

Winery XYZ Has a Charitable Giving Program Comments -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 8

Winery XYZ Has Employees ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 9

Winery XYZ Has Planted Acres ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 10

Winery XYZ Produces Tons of Grapes ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 11

Winery XYZ Produces Gallons of Wine ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 12

Winery XYZ Produces Cases Cases Produced ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 13

Winery XYZ Generates Revenues ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 14

Winery XYZ Earns $___ Million Net Profits ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 15

Winery XYZ Produces a Number of Varietals, Including… ADD Winery XYZ LOGO HERE Winery XYZ Varietals -- -- -- -- -- Source: Tiburon Research & Analysis 16

Winery XYZ’s First Varietal is ___ Comments -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 17

Winery XYZ’s Second Varietal is ___ Comments -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 18

Winery XYZ is Led by its CEO… Organizational Chart ADD Winery XYZ LOGO HERE -- -- -- -- -- -- Source: Tiburon Research & Analysis 19

Winery XYZ Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis

Winery XYZ is Privately Owned Comments -- ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 21

ADD Winery XYZ LOGO HERE Winery XYZ Has Assets Winery XYZ Assets ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 22 22 22

Winery XYZ Has Liabilities ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 23 23 23

Winery XYZ Has Shareholders’ Equity ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 24 24 24

Winery XYZ Earns … Per Share Earnings Per Share ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 25 25 25

Winery XYZ Declares … Dividends Per Share ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 26 26 26

Winery XYZ Has a … Dividend Yield ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 27 27 27

Winery XYZ’s Stock Price is … ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 28 28 28

Winery XYZ Has … Shares Outstanding ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 29 29 29

Winery XYZ’s Market Capitalization is … ($ Millions) ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 30 30 30

ADD Winery XYZ LOGO HERE Winery XYZ is Owned by …. Winery XYZ Ownership By Owner ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 31 31 31

Winery XYZ’s Stock Volume is…. ADD Winery XYZ LOGO HERE Source: Tiburon Research & Analysis 32 32 32

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 McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33