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

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

3. 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
Key Steps:
XXXX: Winery XYZ founded
XXXX: --
XXXX: --
XXXX: --
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Source: Tiburon Research & Analysis 3

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

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

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

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

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

9. Winery XYZ Has Employees
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Source: Tiburon Research & Analysis 9

10. Winery XYZ Has Planted Acres
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Source: Tiburon Research & Analysis 10

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

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

13. Winery XYZ Produces Cases
Cases Produced
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Source: Tiburon Research & Analysis 13

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

32. Winery XYZ’s Stock Volume is….
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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