1. Freestone Vineyards: A California Winery Producing a Variety of Wines
Tiburon Research
March 23, 2019

2. Freestone Vineyards Comments 2 Founded in 1999
Founded by Joe & Bill Phelps
Based in Freestone, CA
Web site:
Source: 4/10/09 Freestone Web Site; Tiburon Research & Analysis 2

3. Freestone Vineyards Founded Freestone Vineyards Today
Freestone Vineyards was Founded in 1999 and Has Subsequently Evolved through its Early, Middle, & Recent Phases
Freestone Vineyards
History
Freestone Vineyards Founded
Freestone Vineyards Today
Development
Phase
Winery Building
Phase
Recent
Phase
Approximate
Dates:
1999
2019
Key Steps:
1999: Freestone Vineyards founded
1999: Planted100 acres
XXXX: --
2005: Broke ground on winery building
2007: Completed winery building construction
XXXX: -
Source: 4/10/09 Freestone Web Site; Tiburon Research & Analysis 3

4. Freestone Vineyards was Founded in 1999
Comments
Founded in 1999
Founded by Joe & Bill Phelps
Based in Freestone, CA
Source: 4/10/09 Freestone Web Site; Tiburon Research & Analysis 4

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

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

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

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

9. Freestone Vineyards Has Employees
Source: Tiburon Research & Analysis 9

10. Freestone Vineyards Has Planted Acres
Source: Tiburon Research & Analysis 10

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

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

13. Freestone Vineyards Produces Cases
Cases Produced
Source: Tiburon Research & Analysis 13

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

32. Freestone Vineyards’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