Permits, parcels, environmental flags, water constraints, CAPEX, and operating assumptions.
Verify legal descriptions, parcel boundaries, easements, encumbrances, and title exceptions that could affect value or use.
Confirm zoning compliance, use permit conditions, event permits, production limits, and any pending entitlements or variances.
Assess water sources, appropriative and riparian rights, well permits, storage capacity, and drought vulnerability.
Screen for environmental liabilities including contamination history, hazardous materials, and regulatory compliance flags.
Evaluate building condition, equipment age, vineyard health, and infrastructure to estimate near-term capital requirements.
Test revenue projections, cost structures, staffing models, and production assumptions against market benchmarks and historical data.
Our diligence process references multiple public and proprietary data sources to build a complete picture. These include county parcel viewers and assessor records, municipal and county permit databases, GIS mapping tools, DTSC EnviroStor for environmental site history, EPA ECHO for compliance and enforcement data, and USDA/NASS for agricultural benchmarks. We supplement public records with on-site observations and operator interviews.
We define the diligence scope, confirm property details, and align on timeline and reporting requirements with your team.
We pull public records, request documents from the seller, and conduct on-site property inspections and interviews.
We synthesize findings into a structured report with risk ratings, supporting documentation, and actionable recommendations.
We present the report, walk through key findings and red flags, and answer questions from your investment or deal team.
A standard engagement runs three to six weeks depending on property complexity, data availability, and whether field work is required. We can accommodate accelerated timelines when deal schedules require it.
No. We provide factual findings, risk assessments, and documentation to support your legal team's analysis. We work alongside your attorneys and can coordinate directly with them on title, environmental, and permit matters.
Absolutely. Most of our engagements involve close coordination with the buyer's legal counsel, CPA, and investment advisors. We structure our work product to complement — not duplicate — what your other advisors are doing.