Market Pulse: Napa & Sonoma

Short, decision-useful updates grounded in primary sources.

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Latest Analysis

Autumn vineyard hills with golden foliage
MARKET UPDATE

How to read the 2025 CA crush report: what matters for pricing and financing

A breakdown of the key data points from the latest crush report and what they signal for vineyard valuations and lender appetite.

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Ripe grape clusters on the vine
TRANSACTION TRENDS

Winery sale readiness: the 12 documents that reduce diligence friction

A practical checklist of the documents buyers and their advisors expect to see early in a sale process.

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Harvest workers in the vineyard
DATA ANALYSIS

Napa vs. Sonoma diligence: what changes in permits, zoning, and process

County-level differences that affect timelines, costs, and deal structure for vineyard and winery transactions.

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Moonrise over a vineyard at dusk
MARKET UPDATE

Water and long-term viability: screening questions investors ask first

The water-related questions that increasingly determine whether an investor moves forward on a vineyard acquisition.

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Vineyard under a dramatic spring sky
TRANSACTION TRENDS

Valuation narratives: why multiples alone don't close deals

How a well-built valuation narrative supports pricing discussions beyond comparable-based multiples.

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Sunrise over vineyard rows
DATA ANALYSIS

Bulk wine and inventory signals: what brokers publish and why lenders care

Understanding publicly available bulk wine data and how it informs lending decisions and inventory valuations.

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Guides & Checklists

Sale Readiness Checklist

A step-by-step checklist to prepare your winery or vineyard for a confidential sale process.

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Vineyard DD Checklist

Key diligence items for vineyard acquisitions covering water, permits, soils, and infrastructure.

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Capital Stack Worksheet

A worksheet to map your current and projected capital structure for financing conversations.

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