1. Dr. Loosen: A Winery Producing a Variety of Wines
Tiburon Research
December 9, 2018

2. Dr. Loosen Comments 2 Founded in XXXX Based in XXXX
Source: Tiburon Research & Analysis 2

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

4. Dr. Loosen was Founded in XXXX
Comments
Founded in XXXX
Based in XXXX
Source: Tiburon Research & Analysis 4

5. Dr. Loosen is Not a Frequent Advertiser
Comments --
Source: Tiburon Research & Analysis 5

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

7. Dr. Loosen Has a Charitable Giving Program
Comments --
Source: Tiburon Research & Analysis 7

8. Dr. Loosen is Not a Frequent Acquirer
Comments --
Source: Tiburon Research & Analysis 8

9. Dr. Loosen Has Employees
Source: Tiburon Research & Analysis 9

10. Dr. Loosen Has Planted Acres
Source: Tiburon Research & Analysis 10

11. Dr. Loosen Produces Tons of Grapes
Source: Tiburon Research & Analysis 11

12. Dr. Loosen Produces Gallons of Wine
Source: Tiburon Research & Analysis 12

13. Dr. Loosen Produces Cases
Cases Produced
Source: Tiburon Research & Analysis 13

14. Dr. Loosen Generates Revenues
($ Millions)
Source: Tiburon Research & Analysis 14

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

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

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

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

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

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

21. Dr. Loosen is Privately Owned
Comments --
Source: Tiburon Research & Analysis 21

22. Dr. Loosen Assets ($ Millions)
Dr. Loosen Has Assets
Dr. Loosen
Assets
($ Millions)
Source: Tiburon Research & Analysis 22 22 22

23. Dr. Loosen Has Liabilities
($ Millions)
Source: Tiburon Research & Analysis 23 23 23

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

25. Dr. Loosen Earns … Per Share
Earnings Per Share
Source: Tiburon Research & Analysis 25 25 25

26. Dr. Loosen Declares … Dividends Per Share
Source: Tiburon Research & Analysis 26 26 26

27. Dr. Loosen Has a … Dividend Yield
Source: Tiburon Research & Analysis 27 27 27

28. Dr. Loosen’s Stock Price is …
Source: Tiburon Research & Analysis 28 28 28

29. Dr. Loosen Has … Shares Outstanding
Source: Tiburon Research & Analysis 29 29 29

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

31. Dr. Loosen Ownership By Owner
Dr. Loosen is Owned by ….
Dr. Loosen
Ownership
By Owner
Source: Tiburon Research & Analysis 31 31 31

32. Dr. Loosen’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