Napa Valley Winery and Tasting Room

Napa Valley
Winery and Tasting Room
Offering Memorandum
Price: $ 2,250,000
Offered by: Tom Larson & Tony Ford
“Specializing in Sales and Acquisitions of Vineyards, Wineries and Fine Estates.”
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Napa Valley
Winery and Tasting Room
Table of Contents
Property Overivew .......................................................................3
The Opportunity ...........................................................................4
From the Beginning.......................................................................5
Winery Equipment.......................................................................6
Winery Information .....................................................................7
Wine Club ......................................................................................8
Map ..................................................................................................9
County Overview .........................................................................10
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Page Property Overview
Napa Valley Winery and Tasting Room
In the 1990’s, Vic Bourassa was your typical home winemaker:
passionate, analytical and totally consumed with his craft. In 1999
Vic was fortunate to share a lunch with Napa Valley’s legendary
Robert Mondavi. Partway through the meal Vic uncorked a bottle of
his own homemade Napa Valley Pinot Noir. After a few sips
Mondavi said something that would change Vic’s life. “This is
extremely good. You should consider winemaking as a profession
rather than a hobby.” Two years later Vic and Kathy Bourassa opened
their winery for business.
Today, with the help of superstar consulting winemaker Gary
Galleron, Bourassa Vineyards produces nearly 2,000 cases of small
lot, hand crafted wines. Their current portfolio includes a
Chardonnay and a range of Bordeaux varieties and blends from some
of Napa Valley’s finest vineyard sites.
Wine brand subject to separate negotiations.
Page The Opportunity
Napa Valley Winery and Tasting Room
This rare opportunity includes a fully functional winery and
tasting room with permit for 60,000 gallons of annual wine
production, 3 separate sellable industrial condominium warehouses
totaling approx 9,500 +/- square feet, one of Napa Valley’s most
comfortable and down to earth tasting rooms (tasting by
appointment), 1 auction and 10 marketing events allowed per year.
Winery equipment and inventory are subject to separate negotiations
(please contact listing agent for current inventory report). Selling
direct to consumer via the website and tasting room is a great way to
maximize returns. If you are looking to get into the wine business in
the world renowned Napa Valley, this vehicle is your luxury model.
Wine Business Financials to be delivered upon signature of Nondisclosure Agreement.
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Page The reason Portalupi wine is made began many years ago in Arcata, a small northern California coastal town where
Tim and Jane first met as children. Portalupi Wine Company was founded in 2002 by Tim and Jane Borges, a
husband and wife team with generations of history and experience in the making and marketing of premium wines in
Italy and Northern California.
Portalupi Wine is a celebration of their reunion and a tribute to their rich Italian and Portuguese ancestry.
Having traversed the gamut of the premium wine business for some nearly thirty years, Tim and Jane are now
focusing their time on producing and delivering to the marketplace,
their exquisitely crafted wines.
The Beginning
Napa Valley Winery and Tasting Room
The turning point for Vic Bourassa, proprietor of Bourassa Vineyards in the Napa Valley, occurred over a
lunch he had in 1999 with the godfather of California wine, Robert Mondavi. By that time Bourassa, who
had moved to the Valley permanently three years before and had entered a second professional career in
real estate development, was already a committed home winemaker. The chance to talk about wine with
one of the most influential winery figures in the world was to be savored and appreciated.
At some point during that memorable lunch Bourassa uncorked a bottle of his own homemade
Napa Valley Pinot Noir and after a few evidently pleasurable sips, Mondavi began to encourage the
novice winemaker to enter the winemaking field as a professional. It was at that very moment that
Bourassa Vineyards was born.
The first wine produced under the Bourassa Vineyards label was a traditional Bordeaux blend
called Harmony3. It received many gold and double gold medals. The total production of 400 cases sold
out very quickly, and Bourassa Vineyards was on its way. An award winning Napa Valley Zinfandel and
Syrah followed the Harmony3 bottling, and on it went without pause.
Today, with a total production of 2,000 cases, Vic, along with wife Kathy, devote much of the
winery’s attention to the five Bordeaux varietals: Cabernet Franc, Cabernet Sauvignon, Malbec, Merlot,
and Petit Verdot. Additionally, Bourassa produces a Port made using the Solera system; a system that uses
fractional blending in such a way that the finished port is a mixture of ages with the average age of the
port gradually increasing.
Bourassa’s winemaking philosophy is simple: Create something special; something that you would
be proud to share with your friends. The wines, no matter what the varietal, are painstakingly hand-crafted in small lots. The winery carefully creates rich, complex blends using grapes from premiere,
hand-tended Napa Valley vineyards, as they showcase the terroir that has become so well known
throughout the world.
Located in southern Napa, set amongst offices and warehouses of beverage industry businesses
such as Seguin Moreau Cooperage, Bin to Bottle, and Napa Smith Brewery, the beauty of Bourassa’s
tasting room will take you by surprise. And as for the experience itself...it’s like no other in the Valley. As
Vic Bourassa likes to say, “We look forward to sharing with you our passion for wine and commitment to
quality. Cheers and Celebrate Life!” Wine brand subject to separate negotiations. Contact listing agents for
more information.
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Page The reason Portalupi wine is made began many years ago in Arcata, a small northern California coastal town where
Winery
and Tasting
Room
TimNapa
and JaneValley
first met as
children. Portalupi
Wine Company
was founded in 2002 by Tim and Jane Borges, a
husband and wife team with generations of history and experience in the making and marketing of premium wines in
Italy and Northern California.
Portalupi Wine is a celebration of their reunion and a tribute to their rich Italian and Portuguese ancestry.
Having traversed the gamut of the premium wine business for some nearly thirty years, Tim and Jane are now
• 1 Kalmar P50BXG
Fork
Lift and delivering to the marketplace,
focusingPSTT-196
their time on
producing
their exquisitely crafted wines.
• 1 Crown 30WTL Walkie Stacker
Winery Equipment
•
1 Pallet Jack
•
1 Gas operated Pressure Washer
•
1 Barrel Cleaning Wand
•
2 Mueller 3,000 gallon capacity, jacketed for glycol stainless steel tanks
•
2 250 gallon Settling Tanks
•
1 540 gallon Settling Tank
•
2 50 gallon poly Wine Storage Vessels
•
5 15 gallon stainless steel Wine Storage Vessels
•
2 50 gallon stainless steel Wine Storage Vessels
•
1 Waukesha 130 Pump with Stainless Steel cart
•
100 feet of hose
•
2 racking wands
•
8 One-ton Fermentation Bins
•
6 One-half ton bins
•
100 Dual Barrel Racks
•
45 Medium Toast Barrels
•
2 Gas Barbeques
Subject to Seperate Negotations
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Page The reason Portalupi wine is made began many years ago in Arcata, a small northern California coastal town where
Winery
and Tasting
Room
TimNapa
and JaneValley
first met as
children. Portalupi
Wine Company
was founded in 2002 by Tim and Jane Borges, a
husband and wife team with generations of history and experience in the making and marketing of premium wines in
Italy and Northern California.
Portalupi Wine is a celebration of their reunion and a tribute to their rich Italian and Portuguese ancestry.
Having traversed the gamut of the premium wine business for some nearly thirty years, Tim and Jane are now
focusing
their timewarehouses
on producing
and at
delivering
to the
marketplace,
The sale includes the three
condominium
located
190 Camino
Oruga
in the County of Napa,
exquisitely
crafted wines.
California. The units are lettered H, J, andtheir
K. All
three warehouses
are owned by Victor and Katharine Bourassa.
All three warehouses are leased to Bourassa Wine Group LLC, dba Bourassa Vineyards. All three units are
adjacent, and share common walls. Unit H is approximately 3,065 square feet, Unit J is approximately 3,065
square feet, and Unit K is approximately 3,474 square feet. Currently, Bourassa Vineyards has its tasting room and
offices in Unit H, Unit J is used for case good storage, and Unit K is used for wine making and barrel storage.
Winery Information
The units are part of a larger industrial complex containing two buildings with a total of 12 units. All of the units in
the complex are condominium warehouses and/or offices, There is a condominium association which manages the
common open space for the owners. Each owner pays monthly association dues for domestic water usage, and the
maintenance of the exteriors of all buildings, landscaping, fencing, and parking lot.
Association Dues
Unit H $452.50
Unit J $452.50
Unit K $535.00
Total Monthly Dues: $1,440.00
Zoning
The property is zoned General Industrial (GI).
Water
The industrial complex is served by the City of American Canyon domestic water.
Insurance
Fire insurance for the warehouse buildings is included in the monthly association dues for each unit. Bourassa
Vineyards pays for liability and loss insurance for the contents of the warehouses.
Waste Water From Winery Operations
Napa County requires all wineries to dispose of the waste water from the winery operations by a “hold and haul”
method. Wineries are not permitted to dispose of their waste water into the domestic sanitary sewer.
There are two 2,500 gallon tanks located at the exterior of the building. The tanks are connected to a floor drain
and a pumping system in the interior of Unit K, which fills the tanks. We contract with Dependable Septic to pump
the tanks and haul away the wine waste on an as needed basis.
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Page The reason Portalupi wine is made began many years ago in Arcata, a
smallValley
northernWinery
California coastal
where Room
Napa
and town
Tasting
Tim and Jane first met as children. Portalupi Wine Company was
founded in 2002 by Tim and Jane Borges, a husband and wife
team with generations of history and experience in the making and
marketing of premium wines in
Italy and Northern California.
Bourassa
Vineyards
has an
Four
Portalupi
Wine
is a celebration
of existing
their reunion
andSeasons
a tribute wine
to their
richclub
Italian
and Portuguese
ancestry.
club. The wine
shipments
are sent
our four times per
Having traversed the gamut of the premium wine business for some
yearthirty
-- March,
June,
and
December.
Weon
nearly
years, Tim
andSeptember
Jane are now
focusing
their time
and delivering to the marketplace,
currentlyproducing
have 440
wine club members, and are adding
their exquisitely crafted wines.
Wine Club Info
approximately 20+ members per month. The cancellation
rate per shipment is about 2.5%.
Some of the Recent
Accolades for Bourassa
GOLD MEDAL
2010 Rutherford Chardonnay, San Francisco Chronicle
Wine Competition
2009 Wine Enthusiast Magazine Rates Bourassa Wine:
2005 Petit Verdot, Reserve Napa Valley 90pts.
2006 Petite Sirah, Reserve Napa Valley 89pts.
2005 Harmony3 Bordeaux Blend, Napa Valley 87pts.
BRONZE MEDAL
2007 Merlot and 2007 Harmony 3, San Francisco Wine
Competition
TOP 25 Pick - 2006 Petit Verdot, The Wine Guy
For more information about Bourassa please visit:
www.bourassavineyards.com
Wine brand / business subject to separate negotiations.
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Page Map
Napa Valley Winery and Tasting Room
wew
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Page County Overview
Napa Valley Winery and Tasting Room
N
apa Valley is surrounded by world renowned vineyards and a rim of rolling hills and-
mountains of spectacular beauty. The generous topography of the Napa Valley
coupled with its moderate climate offer the perfect conditions for growing world-class wine
grapes. The more than two hundred wineries scattered throughout the valley reflect the spirit
of this region with their unique architecture, their beautiful gardens and, of course, their
stunning surroundings.
As many tourists and locals have discovered, there is more to Napa than just great wines.
Napa County is the perfect place to live and play. Napa offers good schools, beautiful scenery,
and an array of activities for you to enjoy.
Whether your interest is hiking, enjoying
a wine and cheese picnic, or just relaxing
with friends and family, Napa County offers
a number of beautiful parks with a wide
range of amenities for visitors and residents
of the Napa Valley.
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Page 10
“Specializing in Sales and Acquisitions
of Vineyards, Wineries and Fine Estates.”
Tom
Larson
President / Broker
DRE # 01057428
Cellular: 707.433.8000
[email protected]
Tony Ford
DRE # 01406167
Wine Enthusiast / Sales
Cellular: 707.391.5950
[email protected]
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efferson St.
CA 94558
5.8600
338 Healdsburg Ave.
Healdsburg, CA 95448
707.433.000
601 South State St.
Ukiah, CA 9548
707.46.1600
herein believed reliable but not guaranteed.
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