1. Lake Sonoma: A California Winery Producing a Variety of Wines
Tiburon Research
April 11, 2019

2. Lake Sonoma Comments 2 Founded in XXXX
Based in Glen Ellen, CA (Dry Creek, Sonoma)
Web Site:
Source: 12/10/11 Lake Sonoma Web Site; Tiburon Research & Analysis 2

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

4. Lake Sonoma was Founded in XXXX
Comments
Founded in XXXX
Based in Glen Ellen, CA (Dry Creek, Sonoma)
Source: 12/10/11 Lake Sonoma Web Site; Tiburon Research & Analysis 4

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

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

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

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

9. Lake Sonoma Has Employees
Source: Tiburon Research & Analysis 9

10. Lake Sonoma Has Planted Acres
Source: Tiburon Research & Analysis 10

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

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

13. Lake Sonoma Produces Cases
Cases Produced
Source: Tiburon Research & Analysis 13

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

32. Lake Sonoma’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