Are you interested in buying a wine estate?

Reflecting, preparing, organising and carrying out the transaction…

Whether you’re a vine and wine enthusiast with a vague desire to buy, whether you’re looking to purchase a wine estate for pleasure, make a capital investment, invest in a genuine professional tool or expand your business, THEMIS TRANSACTIONS can help you make your purchase in complete confidentiality, with the rigor and expertise you need.

With the support of your advisors and our expert partners, we will work with you to identify your legal, tax and financial requirements, as well as the profile of the property you are looking for, in terms of geographical location, type of operation and/or type of building.
Our aim is to enable you to invest with confidence in a winegrowing project that suits you, thanks to optimal early management of the issues involved, which is the basis of a successful transaction.

What are your acquisition requirements?

Ensure, verify, determine, anticipate…

Legal requirements

In conjunction with your advisors and/or our expert partners, notaries and lawyers specialising in agricultural and rural law
This involves :

Careful selection of the investment legal structure

Binding (holding company with obligation to reinvest funds, etc.)
Open,
French or foreign company,
Etc.

Checking whether you are affected by the provisions of the Sempastous law.

If affected,
Consequences to anticipate,
Etc.

Anticipating the operating licence issue

Financial association,
Or the desire to become an operating entity,
Etc.

YOU HAVE QUESTIONS ABOUT THIS?

Non-exhaustive list to be adapted to your acquisition project

Tax requirements

In conjunction with your advisors and/or our expert partners, notaries and tax lawyers
It is advisable to :

Assess whether there are any tax obligations with respect to the time required to complete the investment

Deadlines for reinvestment of funds, deferral of capital gains taxes
Etc.

YOU HAVE QUESTIONS ABOUT THIS?

Non-exhaustive list to be adapted to your acquisition project

Financial requirements

In conjunction with your advisors and our expert partners
These are :

Define the acquisition budget

Verify that the acquisition budget is in line with the reality of the targeted winery land market

Notary databases,
Government databases,
SAFER data,
Etc.

Anticipate the seller’s possible request for a proof of funds letter

YOU HAVE QUESTIONS ABOUT THIS

Non-exhaustive list to be adapted to your acquisition project

Property type

Identify target geographic area and appellation

Coastline,
AOP (PDO: PROTECTED DESIGNATION OF ORIGIN), IGP (PROTECTED GEOGRAPHICAL INDICATION),
Etc.

Define target operation type

Recreational property
Professional tool,
Vineyard property tax base,
Etc.

Define the type of build property you are looking for

Manor House,
Operating properties only,
No buildings,
Etc.

YOU HAVE QUESTIONS ABOUT THIS?

Non-exhaustive list to be adapted to your acquisition project

Entrust us with your search

Mandate us to search, assist, negotiate and close the deal

Mandate

When you entrust THEMIS TRANSACTIONS with the search of the right wine estate for you, you can rest assured that we will be with you every step of the way, from the initial assessment of your legal, tax and financial requirements, through the selection of the right properties, to the signing of the final deed of sale.

Search

Using its address book and network of partners, THEMIS TRANSACTIONS will search for and select that “rare gem” for you, with the necessary rigor, discretion and technical expertise.
This proactive approach requires us to work in complete confidentiality, particularly when it comes to “Off-market” properties.
In this case, prior to disclosing the name of the property and any sensitive information concerning it, you will be asked to :

RDraw up a confidentiality agreement,
Submit, eventually, a proof of funds letter.

The formalities carried out by THEMIS TRANSACTIONS allow you to have access to exceptional properties under the seal of secrecy, while guaranteeing the security of the sellers.

THEMIS TRANSACTIONS will provide you with a bimonthly report on the progress of the search you have entrusted to us.

Our support

THEMIS TRANSACTIONS will assist you and place its expertise at your disposal during visits to selected properties.

Negotiation and closing the deal

Once the target has been selected, THEMIS TRANSACTIONS will work with you to negotiate the following:

Terms and conditions for the acquisition of the estate,
Conditions for signing a purchase agreement.

THEMIS TRANSACTIONS:

Monitor the fulfilment of any outstanding conditions (“license to operate”, right of first refusal, etc.),
Ensure that all conditions are met for the smooth signing of the final deed of sale.

Fees

WOULD YOU LIKE TO ENTRUST YOUR PROPERTY SEARCH TO US?