{"id":5281,"date":"2024-02-22T13:42:22","date_gmt":"2024-02-22T12:42:22","guid":{"rendered":"https:\/\/ampelio.fr\/non-categorise\/fevrier-2024-les-conseillers-intervenants-lors-dune-transmission-de-domaine-viticole\/"},"modified":"2026-03-31T15:47:42","modified_gmt":"2026-03-31T13:47:42","slug":"wine-estate-transfer-advisors","status":"publish","type":"post","link":"https:\/\/ampelio.fr\/en\/dossier-en\/wine-estate-transfer-advisors\/","title":{"rendered":"Vineyard transfer: which advisors should you rely on?"},"content":{"rendered":"\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns has-green-color-background-color has-background has-small-font-size is-layout-flex wp-container-core-columns-is-layout-521ebae5 wp-block-columns-is-layout-flex\" style=\"border-radius:3px;margin-top:1rem;margin-bottom:1rem;padding-top:var(--wp--preset--spacing--40);padding-right:1rem;padding-bottom:var(--wp--preset--spacing--40);padding-left:1rem\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"has-white-color has-text-color has-link-color has-text-font-font-family has-regular-font-size wp-elements-921c2b1577a28ee0a514aaefac20a539\" style=\"margin-top:1rem;font-style:normal;font-weight:400\">&#8220;<em><em><em><em>The support of a specialized firm when acquiring a wine estate seems to us indispensable, and Ampelio has proven to be an essential partner<\/em><\/em><\/em><\/em>&#8220;<\/p>\n<\/div>\n\n\n\n<p class=\"has-text-color has-link-color has-small-font-size wp-elements-c0673a0b7232d49eb45e0e8071f10625\" style=\"color:#f0de9a;margin-bottom:0px;padding-bottom:0px;font-style:normal;font-weight:500;letter-spacing:0.12rem;text-transform:uppercase\">TESTIMONIAL<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color has-small-font-size wp-elements-458add2988f70823582d55470a6896d5\" style=\"margin-top:0px;margin-right:0;margin-bottom:0px;margin-left:0\"><a href=\"https:\/\/ampelio.fr\/proprietes-vendues\/vendu-muscadet-domaine-des-herbauges-2018\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/ampelio.fr\/en\/properties-for-sale\/anjou-en\/232-vendu-anjou-domaine-de-brize-2024-en\/\" target=\"_blank\" rel=\"noreferrer noopener\">Buyer &#8211; 2024<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns has-green-color-background-color has-background is-layout-flex wp-container-core-columns-is-layout-572dcb47 wp-block-columns-is-layout-flex\" style=\"border-radius:3px;margin-top:1rem;margin-bottom:1rem;padding-top:2rem;padding-right:2rem;padding-bottom:2rem;padding-left:2rem\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"has-white-color has-text-color has-link-color has-text-font-font-family has-regular-font-size wp-elements-8fe2a9e24ce850a1ff7eabfd4681c810\" style=\"margin-top:1rem;font-style:normal;font-weight:400\"><em><em><em>&#8220;The transfer of a wine estate is a rare and complex process. Having the support of specialized experts is essential. AMPELIO was able to bring together all the necessary resources to guide me through to the end.&#8221;<\/em><\/em><\/em><\/p>\n<\/div>\n\n\n\n<p class=\"has-text-color has-link-color has-small-font-size wp-elements-c0673a0b7232d49eb45e0e8071f10625\" style=\"color:#f0de9a;margin-bottom:0px;padding-bottom:0px;font-style:normal;font-weight:500;letter-spacing:0.12rem;text-transform:uppercase\">TESTIMONIAL<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color has-small-font-size wp-elements-a66c46b1373ad476e2aa43dacf5f47c2\" style=\"margin-top:0px;margin-bottom:0px\"><a href=\"https:\/\/ampelio.fr\/proprietes-vendues\/vendu-muscadet-domaine-des-herbauges-2018\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/ampelio.fr\/en\/properties-for-sale\/muscadet-en\/vendu-muscadet-domaine-des-herbauges-2018-en\/\" target=\"_blank\" rel=\"noreferrer noopener\">Buyer- 2018<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<p>When considering the <strong>sale or acquisition of a wine estate<\/strong>, <strong>expert guidance<\/strong> is a fundamental requirement.<\/p>\n\n\n\n<p>Selling or acquiring a vineyard involves complex financial and legal considerations. For a complete overview of this process, discover <em><a href=\"https:\/\/ampelio.fr\/en\/wine-expertise\/sale-of-wine-estate\/\" target=\"_blank\" rel=\"noreferrer noopener\">our dedicated page to the sale of a wine estate<\/a><\/em>.<\/p>\n\n\n\n<p>Whether it involves valuation, legal or financial aspects, <strong>specialized professionals<\/strong> are essential to advise and support you in bringing your project to life.<\/p>\n\n\n\n<p>Throughout the process of transferring a vineyard or winery, a number of key advisors step in. Each <strong>contributing their specific expertise<\/strong> to ensure a successful and secure transaction.<\/p>\n\n\n\n<p>In this article, we explore the different advisors involved and highlight their roles. Whether you are a seller, a buyer, or still in the early stages of reflecting on your vineyard project.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ampelio.fr\/wp-content\/uploads\/B5A0218-Web-3-1024x683.jpg\" alt=\"\" class=\"wp-image-4578\" style=\"object-fit:cover;width:500px;height:undefinedpx\"\/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-green-color-color has-text-color has-link-color wp-elements-82517f9fce7f3f592f129588ec73cf23\">The chartered accountant<\/h2>\n\n\n\n<p>The primary role of a <strong>chartered accountant<\/strong> is to manage the company\u2019s accounting, prepare annual financial statements, and handle tax and social declarations.<\/p>\n\n\n\n<p>But beyond these core tasks, their mission is above all to <strong>advise their clients on financial matters<\/strong>. A true <strong>partner in the day-to-day management<\/strong> of the business, the chartered accountant plays a key role at every stage..<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/ampelio.fr\/wp-content\/uploads\/2023\/02\/Terre-invetissement.webp\" alt=\"\" class=\"wp-image-4321\" style=\"width:500px\"\/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for sellers<\/h3>\n\n\n\n<p>As we highlighted earlier, the role of the chartered accountant is <strong>indispensable<\/strong> in the life of a company. Winegrowers are often already supported by an accountant for their business entities.<\/p>\n\n\n\n<p>When it comes to selling, the accountant\u2019s mission is to <strong>prepare the business for transfer<\/strong> under the best possible conditions. This includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Supporting the seller throughout the transaction process.<\/li>\n\n\n\n<li>Organizing accounts and financial records,<\/li>\n\n\n\n<li>Assessing and optimizing the value of the company,<\/li>\n\n\n\n<li>Structuring the sales project,<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for buyers<\/h3>\n\n\n\n<p>In the case of an acquisition, buyers are required to draw up a <strong>forecast operating account<\/strong>. This means establishing the financial component of the business plan in order to anticipate the future development of the estate.<\/p>\n\n\n\n<p>For this reason, we strongly recommend working with a chartered accountant <strong>specialized in agriculture<\/strong>, who can provide the most relevant guidance on forecasts and financial planning.<\/p>\n\n\n\n<p>The accountant can also advise buyers on the choice of legal structure and on financing options.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-green-color-color has-text-color has-link-color wp-elements-4f721e4def8b841d2045e1b9f90659d7\">The property valuation expert<\/h2>\n\n\n\n<p>A <strong>property valuation expert<\/strong> is a legal professional whose main role is to <strong>assess the value of assets<\/strong>, whether real estate or movable property.<\/p>\n\n\n\n<p>They also intervene in matters relating to land law, expropriation, agronomy, land management, and dispute resolution.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/ampelio.fr\/wp-content\/uploads\/Image2-3.png\" alt=\"\" class=\"wp-image-5288\"\/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for sellers<\/h3>\n\n\n\n<p>A wine estate owner wishing to sell can call on a property expert to <strong>estimate the net value<\/strong> of the estate.<\/p>\n\n\n\n<p>A detailed assessment may cover the vineyard, land, buildings, harvests, equipment, and more.<\/p>\n\n\n\n<p>The expert can also advise the seller on the sales process, takeover conditions, and the management of ongoing leases.<\/p>\n\n\n\n<p>At Ampelio, we work with specialists recognized for their <em><a href=\"https:\/\/ampelio.fr\/en\/wine-estates-expertises\/\" target=\"_blank\" rel=\"noreferrer noopener\">expertise in vineyard valuation and transfer<\/a><\/em>, ensuring each project is grounded in precise and transparent assessment.<\/p>\n\n\n\n<div style=\"height:29px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for buyers<\/h3>\n\n\n\n<p>A prospective buyer can also seek the expertise of a property expert to evaluate a target estate.<\/p>\n\n\n\n<p>This provides an <strong>independent valuation or counter-valuation<\/strong> of the property and terroirs. A fresh estimate or confirmation of the value may also be given.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-green-color-color has-text-color has-link-color wp-elements-f78fd5a6120581e4375b337c92a4103e\">The notary<\/h2>\n\n\n\n<p>From a legal perspective, the <strong>notary<\/strong> is responsible for authenticating legal documents (sales and purchase agreements, contracts, donations, company formations, etc.).<\/p>\n\n\n\n<p>As a legal professional, the notary <strong>informs and advises clients<\/strong> on the legal and tax implications of each act. They also play a role in the <strong>conservation and safeguarding of deeds<\/strong>.<\/p>\n\n\n\n<p>It is advisable to contact a notary <strong>as early as possible in the sales process<\/strong>, or as soon as an agreement has been reached between the parties.<\/p>\n\n\n\n<p>Understanding the legal timeline of a vineyard transfer is essential \u2014 you can also read our article <em><a href=\"https:\/\/ampelio.fr\/en\/dossier-en\/vineyard-acquisition-timeline-buy-estate\/\" target=\"_blank\" rel=\"noreferrer noopener\">Vineyard Acquisition Timeline: Key Steps to Know<\/a><\/em> to better anticipate each phase of the process.<\/p>\n\n\n\n<p>The notary is responsible for <strong>drafting and authenticating preliminary agreements as well as final deeds of sale<\/strong>.<\/p>\n\n\n\n<p>We strongly recommend working with a notary <strong>specialized in agriculture and\/or viticulture<\/strong>. As specific rules apply to vineyard estates that must be respected during a transfer.<\/p>\n\n\n\n<p>In the case of a wine estate transaction, the <strong>seller and the buyer may choose to work with the same notary or each appoint their own<\/strong>.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ampelio.fr\/wp-content\/uploads\/poignee-de-main2-1-1024x683.jpg\" alt=\"\" class=\"wp-image-5290\" style=\"object-fit:cover;width:500px;height:undefinedpx\"\/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-green-color-color has-text-color has-link-color wp-elements-974cfe24610118ba131a8c34c296d75a\">The lawyer<\/h2>\n\n\n\n<p>The <strong>lawyer<\/strong> is a legal professional whose role is to provide advice on legal matters, represent their client, assist them during legal proceedings, and certify the validity of authentic acts.<\/p>\n\n\n\n<p>For the transfer of a wine estate, it is important to consult a lawyer specialized in <strong>business law, corporate law, or rural law<\/strong>.<\/p>\n\n\n\n<p>The lawyer may also draft deeds of transfer of company shares.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for sellers<\/h3>\n\n\n\n<p>The lawyer enables sellers to carry out a <strong>legal, tax, and estate audit<\/strong> of their vineyard business.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for buyers<\/h3>\n\n\n\n<p>The lawyer assists in the <strong>creation of a company<\/strong>, guiding the buyer toward the most appropriate legal status for the estate, depending on their personal situation and long-term structuring objectives.<\/p>\n\n\n\n<p>They can also draft the <strong>articles of association<\/strong> for the new company.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-green-color-color has-text-color has-link-color wp-elements-bca63875a68ba5b5bd09e731ef2e1871\">The bank advisor and the broker<\/h2>\n\n\n\n<p>The <strong>bank advisor<\/strong> is the primary link between a client and their bank. They assist and advise their client in managing assets and in carrying out their banking projects.<\/p>\n\n\n\n<p>The <strong>broker<\/strong> acts as an intermediary between a buyer and different banks. Their goal is to negotiate and secure the <strong>best possible loan and contract<\/strong> for their clients.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ampelio.fr\/wp-content\/uploads\/calcul-1024x682.jpg\" alt=\"\" class=\"wp-image-5291\" style=\"object-fit:cover;width:500px;height:undefinedpx\"\/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for buyers<\/h3>\n\n\n\n<p>The broker and the bank advisor <strong>work together<\/strong> to help structure the buyer\u2019s project.<\/p>\n\n\n\n<p>A prospective buyer turns to them to obtain a loan and to set up the <strong>financing plan<\/strong> required to purchase a wine estate.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-green-color-color has-text-color has-link-color wp-elements-8a407fb2e5101ee0e950d7c0ae97bffd\">Ampelio<\/h2>\n\n\n\n<p><strong>Ampelio<\/strong> is a firm specialized in the sale and acquisition of wine estates.<\/p>\n\n\n\n<p>As a <em><a href=\"https:\/\/ampelio.fr\/en\/vineyard-agency\/\" target=\"_blank\" rel=\"noreferrer noopener\">vineyard agency based in the Loire Valley<\/a><\/em>, we combine market expertise and personalized support to connect sellers and buyers effectively.<\/p>\n\n\n\n<p>Our mission is to ensure the <strong>perfect match<\/strong> between the buyer\u2019s profile and the estate being sold. We guide our clients at every step, from the search and valuation of a property to the full installation of the new owners.<\/p>\n\n\n\n<p>We also act as the <strong>central point of contact<\/strong>, coordinating all advisors involved in the transfer process so that everyone works together toward the successful completion of the project.<\/p>\n\n\n\n<p>Listening, understanding, and open communication are the cornerstones of our work. We connect professionals in the sector with sellers and buyers according to their specific needs<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" width=\"1280\" height=\"720\" src=\"https:\/\/ampelio.fr\/wp-content\/uploads\/2024\/02\/Ampelio-role-EN.webp\" alt=\"\" class=\"wp-image-5283\" style=\"width:700px\" srcset=\"https:\/\/ampelio.fr\/wp-content\/uploads\/2024\/02\/Ampelio-role-EN.webp 1280w, https:\/\/ampelio.fr\/wp-content\/uploads\/2024\/02\/Ampelio-role-EN-300x169.webp 300w, https:\/\/ampelio.fr\/wp-content\/uploads\/2024\/02\/Ampelio-role-EN-1024x576.webp 1024w, https:\/\/ampelio.fr\/wp-content\/uploads\/2024\/02\/Ampelio-role-EN-768x432.webp 768w, https:\/\/ampelio.fr\/wp-content\/uploads\/2024\/02\/Ampelio-role-EN-800x450.webp 800w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for sellers<\/h3>\n\n\n\n<p>The sale or acquisition of a wine estate extends far beyond the simple transfer of land and assets.<\/p>\n\n\n\n<p>At Ampelio, we begin with a <strong>comprehensive and in-depth valuation<\/strong> of the estate in order to establish a fair takeover price, taking into account land, legal, human, and commercial factors.<\/p>\n\n\n\n<p>Our teams then use this assessment to identify the strengths, weaknesses, and opportunities of the estate, and to find the most suitable buyer profile to take it over.<\/p>\n\n\n\n<p>Explore our current <em><a href=\"https:\/\/ampelio.fr\/en\/properties-for-sale\/\" target=\"_blank\" rel=\"noreferrer noopener\">vineyard properties for sale<\/a><\/em> and discover how our tailored approach matches each estate with the right buyer profile.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support for buyers<\/h3>\n\n\n\n<p>Understanding motivations, challenges, and aspirations is essential for us.<\/p>\n\n\n\n<p>Our foremost objective is to preserve the vineyards of the Loire Valley and to carry forward the deep bond between this region and its wines.<\/p>\n\n\n\n<p>We also support clients throughout their reflections, intentions, and the building of their project.<\/p>\n\n\n\n<p><a href=\"https:\/\/ampelio.fr\/en\/wine-estates-expertises\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn more about our <strong>support and expertise<\/strong>.<\/a><\/p>\n\n\n\n<p class=\"has-text-align-left\"><\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ampelio.fr\/wp-content\/uploads\/Vignes-et-coquelicots-1024x685.jpg\" alt=\"\" class=\"wp-image-5293\" style=\"object-fit:cover;width:500px;height:undefinedpx\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Selling or buying a wine estate? Ampelio connects you with accountants, notaries, lawyers, and bankers to ensure a secure vineyard transfer.<\/p>\n","protected":false},"author":2,"featured_media":5283,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[44],"tags":[74],"class_list":["post-5281","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dossier-en","tag-transactions"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Vineyard Transfer: Which Advisors Should You Rely On? - Ampelio<\/title>\n<meta name=\"description\" content=\"Selling or buying a wine estate? 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