The document is a business loan request from Levitt Winery for $310,000 at an annual interest rate of 8% over 10 years. The winery plans to produce various wines such as Chardonnay, White Riesling, Pinot Grigio, Pinot Noir, Cabernet Franc, and Ruby Cabernet. It provides projections for wine production goals, proposed bottle prices, revenue and expenses over 10 years, and anticipated positive cash flow and net income.
State of the Industry with Eddie Speed from NoteSchool. Take a look and let us know what you think!
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State of the Industry with Eddie Speed from NoteSchool. Take a look and let us know what you think!
http://noteschool.com
http://facebook.com/noteschool
If you want privacy and nature together, Long Cove Club in Hilton Head Island is the best place for you. It is known to be the community where single-family, private and secure residential communities are measured. It is a small area but is home to natural beauty and elegance where you will be treated with luxury and great lifestyle. You can enjoy relaxation and serenity because of its lagoons, pine trees and salt marshes.
Get a house here in Long Cove Club and get Reed Real Estate Group as your real estate agent.
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2018 Oregon Wine Symposium | State of The Industry - Danny BragerOregon Wine Board
Rob McMillan will return to present the Silicon Valley Bank, State of the Industry report with a specific focus on Oregon’s placement. Danny Brager will present Nielsen and new DTC data for Oregon wines, identifying the growth trends in varietal, price and regional categories and providing predictions for future growth. Christian Miller of Full Glass Research will present his research findings from his Economic Impact Study of Oregon.
Get an insider’s look at consumer trends to help you make educated decisions for your business. This valuable session will provide data on the current wine industry financial climate, purchase habit data, distribution prospects and pricing trends to help you create a prosperous business plan for the coming year.
2019 Oregon Wine Symposium | Metrics that Matter: How to Leverage 2018 Data t...Oregon Wine Board
Tracking metrics sharpens your analytical skills and this workshop will show you how to put these new skills into practice immediately back at your own winery. Lesley Berglund, creator and director of WISE Academy, will lead this hands-on session. Hear from Jim Agger of Wine Direct, who will examinine the key 2018 DTC metrics and recent trends for wineries in Oregon and beyond. Liz Mercer of WISE Academy will present cases studies on how successful DTC programs used metrics this past year to grow their business.
2019 Oregon Wine Symposium |Outlook on the Wine Sector: Managing the Changing...Oregon Wine Board
If you want to know where the wine industry is headed, don’t miss this power-packed seminar moderated by director of the Evenstad Center for Wine Education at Linfield College, Dr. Greg Jones. Dr. Damien Wilson, Hamel Family Chair in Wine Business at Sonoma State University, will deliver the wine sector outlook and share his views on the state of this sector with specific focus on the Oregon wine industry. His talk will include identifying channels for success, flagging potential market pitfalls and highlighting prospects for market triumph. Tony Correia is widely recognized across the American wine industry as a leading authority on the valuation of vineyards and wineries, and he will provide insights on what impacts and contributes to the value of an AVA and how to capitalize on AVA success. Wine industry finance expert Erik McLaughlin, CEO of Metis Mergers & Acquisitions, will provide the industry with the current state of Oregon’s M&A landscape and insights on how the market is changing. Finally, Danny Brager, Nielsen’s senior VP of Beverage Alcohol, will deliver market trends and Oregon wine growth insights from the national wholesale and direct to consumer shipments marketplace.
Mercer Capital's Value Focus: Convenience Store Industry | Q1 2017 | Segment:...Mercer Capital
Mercer Capital’s Convenience Store Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to multi-unit retailing and QSR industries.
Are you looking for information on how to sell your wine, beer and spirits in the United States? How about current in-depth data analysis on the US adult beverage industry?
In their recent seminar at the London Wine Fair, Sid Patel (CEO of Beverage Trade Network), John Beaudette (President of MHW) and Steve Raye (President of Bevology, Inc.) outlined current market conditions and innovative market strategies for wineries, breweries and distilleries looking to enter the US in “The Insider’s Guide to Penetrating the US Market.”
The seminar outlined a full overview of the current state of the US market place where John, Raye and Sid gave complete analysis on how to successfully launch and support brands across the three tier system by leveraging partnerships and using innovative programs.
1. 4/15/2015
Business Loan Request
Loan Amount (PV) 310,000$
Annual Interest Rate 8%
Payments per Year 12
Interest Rate per Period (RATE) 0.67%
Number of Years 10
Total Payments (NPER) 120
Monthly Payment ($3,761.16)
Annual Total ($45,133.87)
Estimated Production
Wine Production Goal (Cases) 10-Year Production
Chardonnay 3,500
White Riesling 2,000
Pinot Grigio 1,500
Pinot Noir 1,250
Cabernet Franc 1,875
Ruby Cabernet 1,000
Proposed Bottle Price (Retail)
Wine First Label Second Label
Chardonnay $20 $16
White Riesling $16 $11
Pinot Grigio $18 $12
Pinot Noir $27 $21
Cabernet Franc $22 $17
Ruby Cabernet $15 $13
Levitt Winery
Business Plan Overview
31.5%
18.0%
13.5%
11.2%
16.9%
9.0%
Chardonnay
White Riesling
Pinot Grigio
Pinot Noir
Cabernet Franc
Ruby Cabernet
$-
$250,000
$500,000
$750,000
$1,000,000
$1,250,000
$1,500,000
$1,750,000
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
Projected Revenue and Expenses
Total Revenue Total Expenses
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
Breakdown of Business Expenses
Grapes Labor Maintenance Miscellaneous Loan Repayment
$502,250
$(600,000)
$(400,000)
$(200,000)
$-
$200,000
$400,000
$600,000
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
Cash Flow
(4,000)
(2,000)
-
2,000
4,000
6,000
8,000
10,000
$(300,000)
$(200,000)
$(100,000)
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
CasesSold
NetIncome
Sales Projection
Levitt Winery Page 1 Overview