1. Castle: A California Winery Producing a Variety of Wines
Tiburon Research
February 27, 2019

2. Castle Comments 2 Founded in XXXX Based in XXXX
Source: Tiburon Research & Analysis 2

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

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

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

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

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

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

9. Castle Has Employees Castle Employees 9 Needs data
Source: Tiburon Research & Analysis 9

10. Castle Has Planted Acres
Needs data
Castle
Planted Acres
Source: Tiburon Research & Analysis 10

11. Castle Produces Tons of Grapes
Needs data
Castle
Tons of Grapes
Source: Tiburon Research & Analysis 11

12. Castle Produces Gallons of Wine
Needs data
Castle
Gallons of Wine
Source: Tiburon Research & Analysis 12

13. Castle Produces Cases Castle Cases Produced 13 Needs data
Source: Tiburon Research & Analysis 13

14. Castle Generates Revenues
Needs data
Castle
Revenues
($ Millions)
Source: Tiburon Research & Analysis 14

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

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

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

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

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

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

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

22. Castle Assets ($ Millions)
Castle Has Assets
Needs data
Castle
Assets
($ Millions)
Source: Tiburon Research & Analysis 22 22 22

23. Castle Has Liabilities
Needs data
Castle
Liabilities
($ Millions)
Source: Tiburon Research & Analysis 23 23 23

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

25. Castle Earns … Per Share
Needs data
Castle
Earnings Per Share
Source: Tiburon Research & Analysis 25 25 25

26. Castle Declares … Dividends Per Share
Needs data
Castle
Dividends Per Share
Source: Tiburon Research & Analysis 26 26 26

27. Castle Has a … Dividend Yield
Needs data
Castle
Dividend Yield
Source: Tiburon Research & Analysis 27 27 27

28. Castle’s Stock Price is …
Needs data
Castle
Stock Price
Source: Tiburon Research & Analysis 28 28 28

29. Castle Has … Shares Outstanding
Needs data
Castle
Shares Outstanding
Source: Tiburon Research & Analysis 29 29 29

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

31. Castle Ownership By Owner
Castle is Owned by ….
Needs real data
Castle
Ownership
By Owner
Source: Tiburon Research & Analysis 31 31 31

32. Castle’s Stock Volume is….
Needs data
Castle
Stock Volume
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