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A winery is a unique business that is easy to understand but difficult to value. This presentation will dig into the anatomy of a transaction and how deals are priced and closed as well as the valuation of a winery for compliance purposes. These different scopes of work present different challenges that focus on a buildup of value and assets combined with a fundamental understanding and value of consolidated cash flows. We will present two experts with two different disciplines that work together to assess the value of a winery.
Program Agenda
Presentation and discussion of the anatomy of a deal in the wine industry that illustrates the flow of a deal from assessment valuation to purchase and sale agreement;
Presentation of the key assets of a winery and how they are valued separately (inventory, vineyards, brand) and as a whole;
Presentation and discussion of an illustration and a deeper dive into the four phases: assessment, confidential information memorandum, buyer due diligence, and allocation of value;
Presentation and discussion of the difference between an assessment valuation and a valuation of a winery, specifically a scope of work, definition of value, and approach; and
Case study: Details of the assessment valuation, marketing, and sale of ACME Winery.
Learning Objectives
Process—Participants will learn about the inner workings of a winery transaction and a valuation for tax and financial reporting compliance;
Cooperation—Participants will learn the expertise of three separate disciplines—valuation, real property appraisal, and M&A advisory—and how they work together on a winery transaction;
Tools—Participants will be presented with a detailed list of standard and specialty valuation tools and learn which ones are appropriate for valuing a winery; and
Feedback—Participants will be able to incorporate their own deal and valuation experience with focused Q&A.
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