Investment Opportunity: 15% Stake in Premier Winery Venture, Funds to be used towards purchase of a winery with a partnership of two young and motivated operators!
Investment Summary:
McFarland Ventures is excited to present a unique investment opportunity to acquire a 15% stake in a highly reputable winery. This esteemed enterprise has demonstrated substantial growth and profitability, with a prominent stature within the industry. We are seeking an investment of $500,000 toward a total purchase price of $4,000,000.
Strategic Acquisition by Industry Veterans:
This acquisition is spearheaded by the seasoned leadership of McFarland Ventures, whose principals who are a husband and wife duo possess extensive backgrounds in the beverage industry and related sectors. Their collective experience encompasses over two decades of operational leadership, technical innovation, and strategic development in beverage production and distribution.
Investor Highlights:
- Investment Ask: $500,000 for a 15% equity stake.
- Valuation: Enterprise valued at $4,000,000.
- Growth Potential: Strong track record of increasing profitability and market presence.
Leadership Expertise:
The team at McFarland Ventures brings a wealth of expertise:
- One principal offers over 15 years of experience with advanced technical systems for beverage production, significantly enhancing operational efficiencies and product quality.
- The other principal combines a robust background in logistics and financial management, having successfully scaled multiple businesses by optimizing operational flows and market positioning.
Financial Overview and Terms:
- Total Acquisition Cost: $4,000,000.
- Current Funding Phase: Raising $500,000 to secure a 15% ownership.
- Seller Financing: The remaining balance will be seller-financed at favorable terms, demonstrating trust and commitment between parties.
- Growth Strategy: Plans include expanding distribution channels, enhancing production capabilities, and leveraging technological advancements to increase market share.
Detailed Financials:
- Scaling EBITDA: The enterprise has shown impressive EBITDA growth from $355,037 in 2020 to $882,591 in 2023, indicating strong financial health and increasing operational profitability.
- Projected ROI: Based on the current EBITDA and growth trajectory, the ROI for a $500,000 investment in a 15% stake can be highly attractive. Assuming the EBITDA remains stable, the investor's share could amount to approximately $132,389 annually, equating to an ROI of about 26.5% per annum on the initial investment.
Investment Merits:
- Proven Profitability: Demonstrated EBITDA growth and operational success.
- Strategic Management: Led by executives with a proven track record in the industry.
- Operational Excellence: Commitment to maintaining the highest standards of quality and innovation.
Offer to Investors:
We offer potential investors the opportunity to join a venture that is not just financially promising but also enriched with heritage and innovation. This investment is expected to yield significant returns through strategic enhancements and market expansion.
Next Steps:
Interested investors are invited to express their interest and engage in further discussions to explore this unique opportunity. We are committed to a transparent and mutually beneficial partnership, aiming to conclude the funding phase promptly to commence the strategic enhancements planned.
Ready to Ask For Funding for your company?
Post a Funding Request