1. Chateau Montelena: A California Winery Producing a Variety of Wines
Tiburon Research
February 28, 2019

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

32. Chateau Montelena’s Stock Volume is….
Needs data
Chateau Montelena
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