Avalon Wine Co Pty Ltd

Avalon Wine Co Pty Ltd
Investment Information Memorandum

Welcome to this exceptional opportunity. As founder of Avalon Wine Co, I'm proud of what we've built and excited to partner with the right investor to take our boutique winery to new heights. I look forward to supporting the transition and continuing our legacy of excellence.

Cheers,
Chris Hemmings,
Founder, Avalon Wine Co Pty Ltd
Investment Summary: Boutique Winery Opportunity
Acquire 80% controlling stake in established boutique winery for $150,000
Partnership with acclaimed winemaker Michael J Corbett
Founder maintains 20% ownership to ensure smooth transition
Includes $72,000 AUD allocated for premium stock acquisition
Turnkey operation with established brand and production capabilities
Confidentiality Agreement
By accepting a copy of this memorandum, the recipient agrees that it shall not contact or discuss the contents of this memorandum with any officer, employee, supplier, customer, licensor, franchisee, or associate of Avalon Wine Co Pty Ltd without the prior consent of Chris Hemmings
This Memorandum and further information that may be supplied on the terms set out above and, on the terms, contained in a confidentiality agreement entered into by the recipient, the terms of which incorporate the above conditions and which contain restrictions on the use of the information, its disclosure, and the conduct of the recipient subsequent to the recipient.
The recipient acknowledges the foregoing, and it is hereby agreed that the terms of the confidentiality agreement are incorporated into and form part of these conditions
Important Notice
The information contained in this information memorandum and any other verbal or written information given in respect of Avalon Wine Co Pty Ltd ("Information") is provided to the recipient ("you") on the following conditions. The listing consultant, Matthew Holland nor Allbiz Deal Room (ABN 56 630 339 150) or any of its officers, employees, or consultants ("we, us") make no representation, warranty, or guarantee that the information, whether or not in writing, is complete, accurate, or balanced. Some information has been obtained from third parties and has not been independently verified. Accordingly, no warranty, representation, or undertaking, whether express or implied, is made, and no responsibility is accepted by us as to the accuracy of any part of this or any further information supplied by or on our behalf, whether orally or in writing.
Investment Considerations
All visual images (including but not limited to plans, photographs, specific productions, and artist impressions) are indicative only and are subject to change. Any measurement noted is indicative and not to scale. All outlines on photographs are indicative only. The information does not constitute, and should not be considered as, a recommendation in relation to the investment in the business or property or a solicitation of the investment. You should satisfy yourself as to the accuracy and completeness of the information through your own inspections, surveys, enquiries, and searches by your own independent consultants, and we recommend that you obtain independent legal, financial, and taxation advice. This includes as to whether any listing price is inclusive or exclusive of GST.
Valuation and Responsibility
We are not valuers and make no comment as to the value of the business or property. "Sold/leased" designations show only that stock is "currently not available," not that the business or property is contracted or settled. If you require a valuation, we recommend that you obtain advice from a registered valuer. This memorandum does not and will not form part of agreement for the business or property. The only information, representations, and warranties upon which you will be entitled to rely will be as expressly set out in the term sheet. Interested parties will be responsible for meeting their own costs of participating in the investment process for the business or property.
Liability and Authorisation
We will not be liable to you (to the full extent permitted by law) for any liabilities, costs, or expenses incurred in connection with the information, whether the loss or damage arises in connection with any negligence, default, or lack of care on our part. No person is authorised to give information other than the information in this document and any statement or representation by an officer, agent, supplier, customer, relative, or employee of the vendor will not be binding on the vendor or us. To the extent that any of the above paragraphs may be construed as being a contravention of any law of the state or the Commonwealth, such paragraphs should be read down, severed, or both, as the case may require, and the remaining paragraphs shall continue to have full force and effect.

Purpose of Document
Chris Hemmings in the capacity of the manager and director of Avalon Wine Co Pty Ltd ABN 45918488646 has decided to seek investors for the business Avalon Wine Co Pty Ltd and has requested that Allbiz Deal Room Pty Ltd (ABN 56 630 339 150) serve as the process's communication medium. This confidential information memorandum ("Memorandum") has been prepared for selected parties with a preliminary understanding of the business of Avalon Wine Co Pty Ltd and to assist the recipient of the memorandum ("Recipient") in making their own independent appraisal of Avalon Wine Co Pty Ltd before making any investment. The memorandum does not purport to be complete or contain all of the information that a prospective investor may require. No representation or warranty is made (or will be made in any investment agreement) as to the accuracy, reliability, or completeness of any information contained in this memorandum for Avalon Wine Co Pty Ltd , or the directors or shareholders of Avalon Wine Co Pty Ltd , the consultant Matthew Holland, or Allbiz Deal Room (ABN 56 630 339 150).
The Recipient agrees by receiving this memorandum that it shall not copy, reproduce, or distribute to others this Memorandum, whether in whole or in part, without the prior written consent of Avalon Wine Co Pty Ltd . Further, the recipient of this memorandum will keep permanently confidential all information contained herein that is not already public and will use this memorandum only for assessing Avalon Wine Co Pty Ltd . On request, the recipient will promptly return all material received from the Avalon Wine Co Pty Ltd , the directors, and Allbiz Deal Room, including this memorandum, without retaining copies.
Projections and Currency
All projections in this memorandum have been prepared by Avalon Wine Co Pty Ltd ,or their accountants for inclusion in this memorandum. Any past or projected profit assumptions are examples only; they do not constitute, and should not be regarded as, a representation that the projected results will actually be achieved or that the underlying assumptions are valid or can be met under new management. The projections are subject to uncertainties and contingencies, all of which are difficult to predict and many of which are beyond the control of Avalon Wine Co Pty Ltd . Allbiz Deal Room and the consultant, Matthew Holland have not independently verified the projections. All currency amounts are expressed in Australian dollars unless otherwise stated.
All inquiries in connection with this investment process in general should be directed to the listing owner, who is representing themselves in the transaction. All contact between the directors and employees of Avalon Wine Co Pty Ltd and prospective investors will be arranged by the seller named in this document. Under no circumstances should prospective investors/investors contact staff or employees of Avalon Wine Co Pty Ltd .
Conditions of Issue Acceptance and Return
This memorandum is supplied on the following conditions, which are expressly accepted and agreed to by the recipient in part as consideration for the supply of the memorandum, as evidenced by the recipient's retention of this document. If these conditions are not acceptable, the memorandum is to be returned. Independent Evaluation
This memorandum does not purport to contain all of the information that may be required to evaluate an investment in Avalon Wine Co Pty Ltd , intending investors and their respective advisors should conduct their own independent review, investigation, and analysis of the business listing and the information contained in or referred to in this document. No Representations or Warranties
Neither the director(s), the company, the consultant, nor the partners and employees of the consultant, nor their respective subsidiaries or associated companies or businesses, shareholders, directors, partners, or offices (collectively the "Beneficiaries"), make any representation or warranty, express or implied, as to the accuracy, reliability, or completeness of the information contained in this memorandum or subsequently provided to the recipient by any of the beneficiaries. Liability Exclusion
Except to the extent that liability under any law cannot be excluded, the beneficiaries shall have no liability arising in relation to the information contained in this memorandum or in any other way for errors or omissions (including liability to any person by reason of negligence). Estimates and Projections
The estimates and projections in this memorandum rely heavily on subjective analysis and judgement, which may or may not be accurate. There are typically discrepancies between forecasts and actual outcomes, and events frequently deviate from expectations. Independent Review
The recipient, any intending investors, and their respective advisors should conduct their own independent review of the assumptions, calculations, and accounting policies underlying the estimates and projections. The beneficiaries may update or supplement this information at their sole discretion and without any obligation to do so. The provision of any additional information is subject to these terms and conditions. Non-Binding Nature
This Memorandum, including any update or supplement to this document, does not and will not form part of any term sheet or investment agreement that may result from the review, investigations, and analysis of the company by the recipient, intending investors, and/or their respective Any agreement for the investment in the company will contain any and all information, representations, and warranties upon which the recipient or any other intending investor should rely. Formal Agreement
The formal investment agreement or term sheet will also contain an acknowledgement by the recipient that it has not relied on any representations or warranties by any of the beneficiaries in entering into the agreement other than any representations and warranties set out in the agreement itself. Right to Reject
The company reserves the right to evaluate any offers and to reject any and all offers submitted without giving reasons. The beneficiaries shall not be liable to compensate the recipient or any intending investors for any costs or expenses incurred in reviewing, investigating, or analysing any information in relation to the company, whether in making an offer or otherwise. The information in this memorandum is provided to the recipient only as a matter of It does not amount to a recommendation, either expressly or impliedly, with respect to the purchase of the company. Appropriateness and Expert Advice
The information in this memorandum may not be appropriate for all persons, and it is not possible for the beneficiaries to have regard to the investment objectives, financial situation, and particular needs of each person who reads or uses the information in this memorandum. Before acting in reliance on the information in this memorandum, the recipient should check its accuracy, reliability, and completeness and obtain independent and specific advice from appropriate experts.
A Message From The Founder
Welcome to the exciting world of Avalon Wine Co. As we embark on this new chapter, we invite you to join us in revolutionising the Australian wine industry with our unique approach to winemaking and distribution.
Dear Potential Investor,
I'm Chris Hemmings, founder of Avalon Wine Co Pty Ltd. I'm excited to present this opportunity for you to take a controlling 80% stake in our business while I retain 20% to ensure a smooth transition and ongoing success.
Our journey began with a simple yet powerful vision: to create exceptional wines that transport people to new realms of taste and experience. We've established that the essence of wine lies not in its origin, but in its destination—where it takes you. This philosophy has resonated strongly with our growing customer base.
At Avalon, we've cultivated a brand that connects with the modern wine enthusiast. Our minimalist interventionist approach, coupled with our commitment to organic practices, has positioned us at the forefront of Australia's evolving wine scene. We're not just selling wine; we're offering an adventure in every bottle.
Our partnership with the renowned winemaker Michael J Corbett has been instrumental in crafting wines that challenge conventions and delight palates. By focusing on the Riverland region and embracing organic viticulture, we're not only producing outstanding wines but also contributing to sustainable practices in the industry.
The AUD$150,000 investment for an 80% controlling stake will enable you to expand production, enhance distribution networks, and solidify Avalon's position as a leader in the premium wine market. As the majority investor, you'll have the authority to implement your strategic vision while benefiting from my continued involvement to ensure continuity and assist with the transition.
I believe the acquisition represents an excellent opportunity for an experienced operator to take Avalon Wine Co to the next level while building on the solid foundation we've established.
Looking forward to the possibility of working together,
Cheers to new horizons,
Chris Hemmings Founder, Avalon Wine Co Pty Ltd
Executive Summary
Investment Opportunity
Avalon Wine Co Pty Ltd is seeking AUD$150,000 investment for an 80% shareholding, with the current owner retaining 20% to ensure a smooth transition and ongoing success.
Business Overview
Avalon Wine Co Pty Ltd is an innovative Australian winery that has quickly established itself as a disruptor in the premium wine market. Founded on the principle that great wine should transport the drinker to new sensory experiences, Avalon has carved out a unique niche in the industry.
Business Model
Avalon Wine Co operates on a direct-to-consumer model, leveraging its online platform to reach wine lovers across Australia. The company's unique selling proposition lies in its commitment to organic viticulture and innovative winemaking techniques, resulting in distinctive wines that appeal to discerning consumers.
Key Investment Highlights:
Financial Structure
Seeking AUD$150,000 for 80% equity stake
Premium Stock
AUD$72,000 allocated for premium stock acquisition
Founder Involvement
Founder Chris Hemmings to retain 20% shareholding and assist in transition
Expert Partnership
Partnership with acclaimed winemaker Michael J Corbett
Sustainable Practices
Focus on organic, minimally interventionist winemaking practices
Market Appeal
Strong brand identity resonating with modern wine enthusiasts
History and Key Business Milestones
Trace the journey of Avalon Wine Co from its inception to its current position as an innovative force in the Australian wine industry.
Avalon Wine Co Pty Ltd's story is one of passion, innovation, and a commitment to redefining the Australian wine experience. Founded by Chris Hemmings, the company has rapidly evolved from a bold idea to a respected name in the premium wine market.
2020: Conception and Foundation
Chris Hemmings conceptualises Avalon Wine Co, envisioning a brand that focuses on the journey of wine rather than its origin.
Initial market research and business planning phase begins, identifying a gap in the market for innovative, story-driven wines.
2021: Launch and Early Development
Avalon Wine Co officially launches with a small selection of wines, focusing on minimal intervention techniques.
Partnership established with renowned winemaker Michael J Corbett, bringing expertise and credibility to the brand.
E-commerce platform developed and launched, enabling direct-to-consumer sales across Australia.
2022: Product Line Expansion and Brand Growth
Introduction of the first full range of Avalon wines, showcasing diverse styles and varietals.
Establishment of key relationships with organic grape growers in the Riverland region.
Significant growth in online sales, driven by targeted digital marketing campaigns.
First major press coverage in Australian wine publications, praising Avalon's innovative approach.
2023: Market Penetration and Recognition
Expansion of production capacity to meet growing demand.
Introduction of limited-edition seasonal releases, creating buzz and collector interest.
Avalon wines featured in several high-end restaurants and boutique wine shops across major Australian cities.
Launch of the Avalon Wine Club, fostering a community of loyal customers and brand advocates.
Recognition at Australian wine awards, winning accolades for innovation in winemaking.
2024: Scaling Operations and Seeking Investment
Reached a milestone of over 10,000 unique customers served.
Implemented sustainable packaging solutions, aligning with the brand's eco-friendly ethos.
Expanded digital presence with the launch of an interactive wine education platform on the Avalon website.
Initiated plans for a physical cellar door experience to complement the online offering.
Began the process of seeking strategic investment to fuel the next phase of growth.
Typical Customers
Understand the diverse range of wine enthusiasts who have embraced Avalon's unique offerings and brand philosophy.
Avalon Wine Co has cultivated a diverse and loyal customer base, united by their appreciation for innovative, high-quality wines and a desire for unique tasting experiences. Our typical customers can be categorised into several key segments:
The Adventurous Millennial (25-40 years old)
Tech-savvy and comfortable with online purchasing
Values experiences over material possessions
Interested in the story behind the wine and its production methods
Likely to share wine experiences on social media
Appreciates sustainable and organic products
Profile: Sarah, 32, marketing professional from Melbourne. She enjoys discovering new wines and sharing her finds with friends. Sarah values Avalon's innovative approach and often purchases mixed cases to explore different varietals.
The Discerning Gen X Connoisseur (40-55 years old)
Has a developed palate and appreciates fine wines
Willing to pay premium prices for quality and uniqueness
Interested in the technical aspects of winemaking
Often part of wine clubs or tasting groups
Values the expertise of winemakers like Michael J Corbett
Profile: David, 48, finance executive from Sydney. He has a well-stocked cellar and enjoys hosting wine tastings. David appreciates Avalon's minimal intervention techniques and often purchases limited edition releases.
The Eco-Conscious Baby Boomer (55-70 years old)
Prioritises organic and sustainably produced wines
Has disposable income to spend on premium products
Interested in the health benefits of organic wine
Values traditional winemaking methods combined with modern approaches
Often purchases wine as gifts for friends and family
Profile: Margaret, 62, retired teacher from Adelaide. She is health-conscious and appreciates Avalon's commitment to organic viticulture. Margaret regularly orders cases for herself and as gifts for her adult children.
Meet The Team
Introducing the passionate individuals driving Avalon Wine Co's success and shaping its future in the Australian wine industry.
At the heart of Avalon Wine Co's success is a dedicated team of professionals who bring a wealth of experience, passion, and innovation to the Australian wine industry. Each member plays a crucial role in realising our vision of creating exceptional wines that transport our customers to new realms of taste and experience.
Chris Hemmings
Founder and Managing Director
With over 15 years of experience in the wine industry, Chris brings a unique perspective to the business. His passion for innovative winemaking and sustainable practices drives the company's ethos.
Michael J Corbett
Head Winemaker
An acclaimed winemaker known for his minimal interventionist approach. With numerous awards under his belt, including Young Gun of Wine finalist, Michael brings creativity and expertise to Avalon's winemaking process.
Sarah Thompson
Head of Sales and Distribution
With over a decade of experience in wine sales and distribution across Australia. Her network of industry contacts and deep understanding of the market landscape are invaluable to Avalon's growth strategy.
David Chen
E-Commerce and Digital Marketing Manager
A digital marketing expert with a specific focus on the wine and luxury goods sector. His innovative approaches to online sales and customer engagement have been crucial in establishing Avalon's strong digital presence.
The team also includes Emma Lawson (Sustainability and Operations Manager), Tom O'Sullivan (Finance Manager), and Olivia Nguyen (Customer Experience and Wine Club Manager), all bringing their specialized expertise to ensure Avalon Wine Co remains at the forefront of the Australian wine industry.
SWOT Analysis
A comprehensive evaluation of Avalon Wine Co's Strengths, Weaknesses, Opportunities, and Threats in the current market landscape.
Strengths
Our competitive advantages
Weaknesses
Areas for improvement
Opportunities
External factors to leverage
Threats
External challenges to address
Strengths
Unique Brand Identity: Avalon's focus on the journey of wine rather than its origin sets it apart in a crowded market.
Innovative Winemaking: Partnership with acclaimed winemaker Michael J Corbett ensures high-quality, innovative wines.
Sustainable Practices: Commitment to organic viticulture and minimal intervention techniques appeals to eco-conscious consumers.
Strong E-commerce Presence: Well-developed online platform facilitates direct-to-consumer sales and customer engagement.
Diverse Product Range: Offering a variety of wines caters to different consumer preferences and occasions.
Weaknesses
Limited Physical Presence: Lack of a cellar door or physical retail locations may limit brand exposure and experiential marketing opportunities.
Production Capacity: Current production levels may struggle to meet increasing demand without significant investment.
Reliance on Single Winemaker: Heavy dependence on Michael J Corbett could pose risks if he becomes unavailable.
Regional Focus: Concentration in the Riverland region may limit terroir diversity in wine offerings.
Brand Awareness: As a relatively new player, Avalon may have lower brand recognition compared to established wineries.
Opportunities
Market Expansion: Potential to enter new geographic markets within Australia and internationally.
Product Line Extension: Opportunity to introduce new varietals, blends, or wine-adjacent products.
Partnerships: Collaborations with restaurants, hotels, or other complementary businesses could increase brand exposure.
Experiential Offerings: Development of wine tourism experiences or a physical cellar door could enhance customer engagement.
E-commerce Growth: Expanding digital capabilities to offer personalised recommendations and virtual tastings.
Threats
Intense Competition: The Australian wine industry is highly competitive, with many established players and new entrants.
Economic Fluctuations: Economic downturns may impact consumer spending on premium wines.
Regulatory Changes: Potential changes in alcohol regulations or taxes could affect pricing and distribution.
Climate Change: Unpredictable weather patterns and environmental changes could impact grape quality and availability.
Shift in Consumer Preferences: Changing tastes or trends (e.g., towards low-alcohol or non-alcoholic beverages) could affect demand.
Our Products 
Explore the diverse range of wines and experiences that define Avalon Wine Co's unique offering in the Australian wine market.
3
Limited Edition Releases
Exclusive, collector-worthy wines
Experimental Range
Innovative, boundary-pushing wines
3
Core Wine Range
Our signature collection
Core Wine Range
Our foundation collection includes Avalon Organic Shiraz (rich, full-bodied red with notes of dark berries and spice), Avalon Chardonnay (elegant, medium-bodied white with hints of citrus and stone fruit), Avalon Grenache Rosé (crisp, dry rosé with delicate strawberry and floral notes), Avalon Cabernet Sauvignon (bold, structured red with blackcurrant and cedar notes), and Avalon Sauvignon Blanc (vibrant, aromatic white with tropical and herbaceous notes).
Limited Edition Releases
Our premium collection includes Avalon 'Odyssey' Blend (annual release showcasing the best of each vintage with unique blends that change yearly, reflecting the season's characteristics in numbered bottles for collectors) and Avalon 'Terroir Series' (small-batch wines highlighting specific vineyard plots that explore the nuances of Riverland's diverse microclimates with limited production, appealing to wine connoisseurs).
Experimental Range
Our innovative collection includes Avalon 'Natural' Series (completely unadulterated wines with zero additives, showcasing the purest expression of each grape variety, appealing to natural wine enthusiasts and the health-conscious market) and Avalon 'Ancient Vines' Collection (wines produced from old, low-yielding vines (50+ years old) with intense flavour concentration and complexity, a premium offering for discerning wine lovers).
Wine Club Exclusives
Avalon 'Winemaker's Choice' is a quarterly release available only to Wine Club members, featuring experimental wines and unique blends not available to the general public, providing members with a truly exclusive tasting experience.
Experiences
We offer Virtual Tasting Sessions (interactive online tastings led by our winemaking team, including shipped tasting kits and educational materials), Avalon Wine Education Series (online courses covering wine basics, food pairing, and advanced topics), and 'Meet the Maker' Events (exclusive in-person events with Michael J Corbett with intimate tastings and discussions about Avalon's winemaking philosophy).
Competitor Analysis
A detailed examination of Avalon Wine Co's position in the market relative to key competitors in the Australian wine industry.
Key Differentiators for Avalon Wine Co:
Innovative Winemaking
Partnership with Michael J Corbett and focus on minimal intervention techniques
Strong Brand Narrative
Emphasis on the journey of wine rather than just its origin
E-commerce Focus
Strong online presence allowing for direct customer relationships
Sustainability Leadership
Commitment to organic viticulture and sustainable practices
Roadmap and Growth Opportunities
Outlining Avalon Wine Co's strategic plan for expansion and the key growth opportunities that lie ahead in the Australian wine market.
Short-Term Goals (1-2 Years)
Increase production capacity by 50%
Enhance e-commerce capabilities
Expand product range with new varietals
Strengthen brand awareness
Improve sustainability practices
Medium-Term Goals (2-3 Years)
Establish physical presence with flagship cellar door
Expand distribution channels to premium restaurants
Innovate product offerings with wine-adjacent products
Enhance customer experience with virtual reality tours
Invest in technology for improved operations
Long-Term Goals (3-5 Years)
International expansion to key markets
Vertical integration through vineyard acquisition
Diversification into wine education and investment
Achieve carbon-neutral status
Develop Avalon-branded hospitality venues
Key Growth Opportunities:
Premiumisation Trend
Capitalise on consumer shift towards higher quality, premium wines
Direct-to-Consumer Growth
Leverage increasing online purchasing behaviour
Organic and Sustainable Wines
Meet growing demand for environmentally friendly products
Asian Market Expansion
Tap into growing wine appreciation in Asian markets
Use of Capital
A detailed breakdown of how the AUD$150,000 investment will be allocated to fuel Avalon Wine Co's growth and expansion plans.
AUD$72,000
Inventory Expansion
48% of total investment
AUD$30,000
Production Capacity
20% of total investment
AUD$25,000
Marketing
16.67% of total investment
Inventory Expansion Breakdown:
Core Range Expansion: AUD$40,000
Limited Edition Wines: AUD$20,000
Experimental Range: AUD$12,000
This investment in inventory will allow us to meet increased demand, introduce new products, and maintain a diverse, high-quality wine portfolio.
Expected Return on Investment:
Revenue Growth: 30% CAGR, reaching AUD$5 million by year 3
Market Share: 5% of premium organic wine market in Australia
Customer Base: Growth from 10,000 to 50,000 active customers
Profitability: Net profit margin increase from 8% to 15% by year 3
Brand Value: Significant growth in recognition and value
SALE PROCESS GUIDE
The directors of Avalon Wine Co Pty Ltd will manage the sale process, including all negotiations, offers, and inspections. This section outlines the steps involved in acquiring the controlling interest in Avalon Wine Co.
Steps in the Acquisition Process
1. Expression of Interest Submission
The acquisition process begins with submitting your Expression of Interest (EOI) through our project page portal. This initial step requires:
Detailed outline of your business background and acquisition experience
Statement confirming your ability to complete the AUD$150,000 purchase
Specific requirements or requests related to the transition period
Supporting documentation that strengthens your expression of interest
Any initial questions about the business operations or performance
Note: All expressions of interest at this stage are non-binding and serve as a foundation for further discussion.
2. Draft Purchase Agreement Development
Upon acceptance of your EOI, we will prepare a comprehensive draft purchase agreement that outlines:
Proposed ownership structure (80% new owner, 20% retained by founder)
Detailed timeline for business transition
Payment terms and schedule
Transition support plan from the current owner
Rights and obligations of all parties
Governance arrangements and operational handover requirements
Both parties will have the opportunity to review and negotiate the terms before proceeding to the next stage. This collaborative approach ensures alignment of interests and expectations for a smooth transition.
3. Due Diligence Process
A thorough due diligence process is essential to protect your interests and verify all aspects of the business before finalizing the acquisition. This stage includes:
4. Final Sale Agreement Execution
The final sale agreement serves as the legally binding document governing the acquisition. This agreement will:
Incorporate all negotiated terms and conditions
Detail the rights and obligations of all parties
Specify the ongoing role of the founder with 20% ownership
Include all necessary warranties and representations
Outline reporting and communication requirements
Specify conditions precedent to completion
All parties should seek independent legal advice before executing the final agreement.
5. Acquisition Completion
The final stage involves the secure transfer of funds and legal transfer of ownership:
Financial Review
Analysis of historical financial statements
Review of financial projections and assumptions
Assessment of cash flow and working capital requirements
Evaluation of existing debt and liabilities
Verification of inventory values, particularly the wine stock
Legal and Regulatory Review
Verification of corporate documentation
Review of existing contracts and agreements
Assessment of regulatory compliance
Examination of intellectual property rights
Verification of licenses and permits required for wine production and sales
Operational Assessment
Review of business model and operations
Analysis of market position and competition
Assessment of existing team capabilities and structure
Evaluation of growth potential and risks
Assessment of production facilities and equipment
Customer and Brand Review
Analysis of customer database and purchase patterns
Review of brand positioning and recognition
Assessment of social media presence and engagement
Review of the e-commerce platform and digital assets
Evaluation of Wine Club membership and retention rates
Fund Transfer Process
Obtain final clearance from legal and accounting advisers
Prepare necessary documentation for fund transfer
Initiate transfer through approved financial institution
Transfer funds to designated solicitor's trust account or as agreed
Transfer of Ownership
Execute share transfer documents
Update company register and ASIC records
Transfer operational control of business systems and accounts
Implement agreed handover plan with existing management
Important Considerations
Ensure compliance with regulatory requirements for alcohol production and sales
Maintain clear documentation of the transfer process
Obtain written confirmation of all aspects of the handover
Verify that all conditions precedent have been satisfied
Confirm Receipt
Confirm receipt of share certificates and business documentation
Implement Plan
Implement initial business plan and strategy
Schedule Check-ins
Schedule regular check-ins with the founder during transition period
Plan Communications
Plan customer communications regarding the ownership change
This acquisition process has been designed to ensure a transparent and efficient transaction while facilitating a smooth operational transition. Each step includes appropriate safeguards and verification procedures to minimise risk and maximise the potential for successful business continuation and growth.
For further information or to submit your Expression of Interest, please contact:
Chris Hemmings
Founder, Avalon Wine Co Pty Ltd
Email: chris@avalonwine.co
Phone: +61 419 409 042
Contact Details and Thanks
Thank you for your interest in Avalon Wine Co. We are excited about the opportunity to partner with visionary investors who share our passion for innovative, sustainable winemaking. Your investment will play a crucial role in shaping the future of the Australian wine industry.
For further information or to discuss this investment opportunity in more detail, please contact:
Chris Hemmings
Founder and Managing Director,  
Email: chris@avalonwine.co
Phone: +61 419 409 042
SUBMIT EXPRESSION OF INTEREST
Address
Avalon Wine Co Pty Ltd
123 Vineyard Lane
Renmark, SA 5341
Australia
Website: www.avalonwine.co
We look forward to the possibility of working together to bring exceptional wines and experiences to wine lovers across Australia and beyond. Thank you for considering Avalon Wine Co as your investment opportunity in the dynamic world of premium wines.