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Selling?
Getting started
Entrust the sale to us

Are you thinking of selling your wine estate?

Reflecting, preparing, organising, closing the sale…

Whether it is a family property, part of an intergenerational history, or a pure production tool, whether you are selling real estate and/or transferring company shares or your sole proprietorship, THEMIS TRANSACTIONS will work with you in complete confidentiality.

Together with your advisors and our expert partners, we will define your needs and the various legal, tax, technical and financial requirements and conditions of the sale.
The goal is to offer the buyer an acquisition project based on optimal initial management of the issues involved, which is always the basis for a successful transaction.

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Vous souhaitez vendre votre propriété viticole avec thémis transactions?

What do I need to do before putting my property on the market?

Ensure, check, control, anticipate…

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Tax requirements

In conjunction with your advisors and/or our expert partners: notaries, accountants and tax lawyers
Including a review of title deeds

It is advisable to :

Ensure there are no outstanding tax liabilities before selling
  • Agreements to retain company shares in the event of a gift or inheritance,
  • Agreements to retain real estate assets in the event of a gift or inheritance,
  • Dutreil Pact provisions (exemption of transfer duties),
  • Etc.
Check the impact of capital gains
  • Defining the applicable tax rate,
  • Estimating the amount of capital gains,
  • Etc.
Verify that assets being sold comply with applicable tax rules
  • Prioritise the sale of company shares,
  • Or prioritise the sale of real estate,
  • Etc.
Anticipate changes in existing legal structures
  • To optimise the financial terms of the sale,
  • Proposed solutions,
  • Etc.

Non-exhaustive list, adaptable to your property’s profile

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Technical aspects

In conjunction with your advisors, and subsequently with those of the potential buyer.
As a company specialised in winery transactions, THEMIS TRANSACTIONS sets up comprehensive and rigorous data rooms.

These include :

Compilation of all documentation required for the sale (data room)
  • Legal aspects,
  • Viticultural aspects,
  • Labor issues,
  • Commercial aspects,
  • Movable assets,
  • Accounting,
  • Tax aspects,
  • Banking,
  • Etc.

NB: Depending on the nature of the structures sold, a data room can contain more than 50 documents…

Verify and control the proper planning of mandatory diagnostics and necessary certifications
  • Technical Diagnostic File,
  • The Public Non-Collective Sanitation Department (SPANC),
  • Enterprise resource planning (ERP),
  • Etc.
Anticipate access to documents by the parties’ advisors (notaries, lawyers, accountants, etc.)
  • Creation of a dedicated data room,
  • Personal, secure access,
  • Etc.
Anticipate changes in existing legal structures
  • To optimise the financial terms of the sale,
  • Proposed solutions,
  • Etc.

Non-exhaustive list, adaptable to your property’s profile

WOULD YOU LIKE US TO SET UP A DATA ROOM FOR YOU?

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Financial aspects: adding value to your property

In collaboration with your advisors
As a company specialised in winery transactions, THEMIS TRANSACTIONS draws up comprehensive and thorough valuation reports.

It is important to :

Review the impact of preliminary studies on the value of your property
  • Legal, tax and technical requirements,
  • Increase or adjust the value.
Identify the key features of your property to maximise value
  • Highlight your property’s assets,
  • Identify pitfalls and anticipate solutions,
  • Present development prospects.
Verify that the desired sale price matches the reality of the winery property market
  • Notary databases,
  • Government databases,
  • SAFER data,
  • Etc.
Anticipate a potential buyer’s questions in order to propose an objective and rational valuation

Non-exhaustive list, adaptable to your property’s profile

DO YOU WANT TO INCREASE THE VALUE OF YOUR WINE ESTATE?

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Entrust us
with your sale

Mandate us to organise, lead, negotiate and close the sale

Mandate

Entrusting the sale of your wine estate to THEMIS TRANSACTIONS gives you the peace of mind of knowing that you’ll be supported at every step of the transaction:
From the initial study of the legal , fiscal , technical and financial requirements , to the signing of the final deed of sale.
The study of these requirements and conditions enables THEMIS TRANSACTIONS to have a detailed knowledge of your property and to prepare the appropriate property presentation portfolio with the necessary rigor, discretion, and technical expertise.
This document, called a Memorandum, is an attractive and rational summary of your wine estate for selected interested buyers. In particular, it presents the history and location of the property, a detailed description of the buildings, vineyards and production, the legal aspects of the sale, the development prospects, and the expected sale price. Reading it should arouse interest and stimulate a desire to visit in order to begin negotiations…

Organise

Would you like to keep the sale of your wine estate as confidential as possible?
THEMIS TRANSACTIONS offers to integrate your property into the Off market “Perles rares” (rare gems) market, which it manages. This involves:

  • Selection of a target client and validation of their profile by you,
  • The potential buyer must sign a confidentiality agreement,
  • Sending of the Memorandum once the agreement has been made formal.

These formalities provide a framework for future exchanges under the seal of confidentiality, ensuring a smooth start.

Would you like to promote the sale of your wine estate?

THEMIS TRANSACTIONS can organise referencing and advertising on various media.
THEMIS TRANSACTIONS will provide you with a bimonthly report on the progress of your listing.

Visit

THEMIS TRANSACTIONS will advise and assist you in organising visits to your wine estate.

Negotiation and closing of the sale

THEMIS TRANSACTIONS :

  • Negotiate with you the conditions for signing a sale agreement,
  • Monitor and report to you on the fulfilment of any outstanding conditions (“license to operate”, right of first refusal, etc.),
  • Ensure the smooth signing of the final deed of sale.
Fees

WOULD YOU LIKE TO ENTRUST US WITH YOUR SALE?

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