1. Fritz: A California Winery Producing a Variety of Wines
Tiburon Research
March 25, 2019

2. Fritz Comments 2 Founded in XXXX
Based in Dry Creek Valley, CA (Sonoma, CA)
Web site:
Source: 4/14/07 Fritz Winery Web Site; 5/18/01 Ambrosia Catalog; 4/19/01 Ambrosia Catalog; Tiburon Research & Analysis 2

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

4. Fritz was Founded in XXXX
Comments
Founded in XXXX
Based in XXXX
Source: Tiburon Research & Analysis 4

5. Fritz is Not a Frequent Advertiser
Comments --
Source: Tiburon Research & Analysis 5

6. Fritz Has a Web Site with XXXX Core Sections, Including __-- -- -- -- - --
Source: Tiburon Research & Analysis 6

7. Fritz is Not a Frequent Acquirer
Comments --
Source: Tiburon Research & Analysis 7

8. Fritz Has a Charitable Giving Program
Comments --
Source: Tiburon Research & Analysis 8

9. Fritz Has Employees Fritz Employees 9
Source: Tiburon Research & Analysis 9

10. Fritz Has Planted Acres
Source: Tiburon Research & Analysis 10

11. Fritz Produces Tons of Grapes
Source: Tiburon Research & Analysis 11

12. Fritz Produces Gallons of Wine
Source: Tiburon Research & Analysis 12

13. Fritz Produces Cases Fritz Cases Produced 13
Source: Tiburon Research & Analysis 13

14. Fritz Generates Revenues
($ Millions)
Source: Tiburon Research & Analysis 14

15. Fritz Earns $___ Million
Net Profits
($ Millions)
Source: Tiburon Research & Analysis 15

16. Fritz Produces a Number of Varietals, Including…-- -- -- -- --
Source: Tiburon Research & Analysis 16

17. Fritz’s First Varietal is ___
Comments --
Source: Tiburon Research & Analysis 17

18. Fritz’s Second Varietal is ___
Comments --
Source: Tiburon Research & Analysis 18

19. Fritz Organizational Chart
Fritz is Led by its CEO…
Fritz
Organizational Chart -- -- -- -- -- --
Source: Tiburon Research & Analysis 19

20. Fritz Has a Board of Directors Led by its Chairman…-- -- -- -- -- -- -- -- -- --
Source: Tiburon Research & Analysis

21. Fritz is Privately Owned
Comments --
Source: Tiburon Research & Analysis 21

22. Fritz Assets ($ Millions)
Fritz Has Assets
Fritz
Assets
($ Millions)
Source: Tiburon Research & Analysis 22 22 22

23. Fritz Liabilities ($ Millions)
Fritz Has Liabilities
Fritz
Liabilities
($ Millions)
Source: Tiburon Research & Analysis 23 23 23

24. Fritz Has Shareholders’ Equity
($ Millions)
Source: Tiburon Research & Analysis 24 24 24

25. Fritz Earnings Per Share
Fritz Earns … Per Share
Fritz
Earnings Per Share
Source: Tiburon Research & Analysis 25 25 25

26. Fritz Declares … Dividends Per Share
Source: Tiburon Research & Analysis 26 26 26

27. Fritz Has a … Dividend Yield
Source: Tiburon Research & Analysis 27 27 27

28. Fritz’s Stock Price is …
Source: Tiburon Research & Analysis 28 28 28

29. Fritz Has … Shares Outstanding
Source: Tiburon Research & Analysis 29 29 29

30. Fritz’s Market Capitalization is …
($ Millions)
Source: Tiburon Research & Analysis 30 30 30

31. Fritz Ownership By Owner
Fritz is Owned by ….
Fritz
Ownership
By Owner
Source: Tiburon Research & Analysis 31 31 31

32. Fritz’s Stock Volume is….
Source: Tiburon Research & Analysis 32 32 32

33. 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