1. Klein Family Vintners: A California Winery
Producing a Variety of Wines
Tiburon Research
April 8, 2019

2. Klein Family Vintners Comments 2 Founded in XXXX Based in Windsor, CA
600 California acres
275 employees
700,000 case volume (#13)
CEO: Tom Klein
Winemaker: Rick Sayre
Web site:
Source: 4/20/07 Rodney Strong Web Site; 4/20/01 San Francisco Business Times; Tiburon Research & Analysis 2

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

4. Klein Family Vintners was Founded in XXXX
Comments
Founded in XXXX
Based in Windsor, CA
Source: 4/20/07 Rodney Strong Web Site; 4/20/01 San Francisco Business Times; Tiburon Research & Analysis 4

5. Klein Family Vintners is Not a Frequent Advertiser
Advertising
Comments --
Source: Tiburon Research & Analysis 5

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

7. Klein Family Vintners is Not a Frequent Acquirer
Acquisitions
Comments --
Source: Tiburon Research & Analysis 7

8. Klein Family Vintners Has a Charitable Giving Program
Comments --
Source: Tiburon Research & Analysis 8

9. Klein Family Vintners Has Employees
Needs data
Klein Family Vintners
Employees
Source: Tiburon Research & Analysis 9

10. Klein Family Vintners Has Planted Acres
Needs data
Klein Family Vintners
Planted Acres
Source: Tiburon Research & Analysis 10

11. Klein Family Vintners Produces Tons of Grapes
Needs data
Klein Family Vintners
Tons of Grapes
Source: Tiburon Research & Analysis 11

12. Klein Family Vintners Produces Gallons of Wine
Needs data
Klein Family Vintners
Gallons of Wine
Source: Tiburon Research & Analysis 12

13. Klein Family Vintners Produces Cases
Needs data
Klein Family Vintners
Cases Produced
Source: Tiburon Research & Analysis 13

14. Klein Family Vintners Generates Revenues
Needs data
Klein Family Vintners
Revenues
($ Millions)
Source: Tiburon Research & Analysis 14

15. Klein Family Vintners Earns $___ Million
Needs data
Klein Family Vintners
Net Profits
($ Millions)
Source: Tiburon Research & Analysis 15

16. Klein Family Vintners Produces a Number of Varietals, Including…-- -- -- -- --
Source: Tiburon Research & Analysis 16

17. Klein Family Vintners’s First Varietal is ___
Comments --
Source: Tiburon Research & Analysis 17

18. Klein Family Vintners’s Second Varietal is ___
Comments --
Source: Tiburon Research & Analysis 18

19. Klein Family Vintners is Led by its CEO…
Organizational Chart -- -- -- -- -- --
Source: Tiburon Research & Analysis 19

20. Klein Family Vintners Has a Board of Directors Led by its Chairman…-- -- -- -- -- -- -- -- -- --
Source: Tiburon Research & Analysis

21. Klein Family Vintners is Privately Owned
Comments --
Source: Tiburon Research & Analysis 21

22. Klein Family Vintners Has Assets
Needs data
Klein Family Vintners
Assets
($ Millions)
Source: Tiburon Research & Analysis 22 22 22

23. Klein Family Vintners Has Liabilities
Needs data
Klein Family Vintners
Liabilities
($ Millions)
Source: Tiburon Research & Analysis 23 23 23

24. Klein Family Vintners Has Shareholders’ Equity
Needs data
Klein Family Vintners
Shareholders Equity
($ Millions)
Source: Tiburon Research & Analysis 24 24 24

25. Klein Family Vintners Earns … Per Share
Needs data
Klein Family Vintners
Earnings Per Share
Source: Tiburon Research & Analysis 25 25 25

26. Klein Family Vintners Declares … Dividends Per Share
Needs data
Klein Family Vintners
Dividends Per Share
Source: Tiburon Research & Analysis 26 26 26

27. Klein Family Vintners Has a … Dividend Yield
Needs data
Klein Family Vintners
Dividend Yield
Source: Tiburon Research & Analysis 27 27 27

28. Klein Family Vintners’s Stock Price is …
Needs data
Klein Family Vintners
Stock Price
Source: Tiburon Research & Analysis 28 28 28

29. Klein Family Vintners Has … Shares Outstanding
Needs data
Klein Family Vintners
Shares Outstanding
Source: Tiburon Research & Analysis 29 29 29

30. Klein Family Vintners’s Market Capitalization is …
Needs data
Klein Family Vintners
Market Capitalization
($ Millions)
Source: Tiburon Research & Analysis 30 30 30

31. Klein Family Vintners is Owned by ….
Needs real data
Klein Family Vintners
Ownership
By Owner
Source: Tiburon Research & Analysis 31 31 31

32. Klein Family Vintners’s Stock Volume is….
Needs data
Klein Family Vintners
Stock Volume
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