THE FIRM’S
AREAS OF EXPERTISE

Wine estate transactions

ULYSSE BDA acts as an agent in real estate transactions.

With its in-depth knowledge of wine sector regulations (SAFER, “contrôle des structures” regulation, “Sempastous Law”, etc.) and of the specific issues encountered in practice, ULYSSE BDA has developed an unrivalled body of expertise in all aspects of wine estate acquisition and disposal transactions. The firm intervenes in transactions throughout France on behalf of both French entrepreneurs and international investors.

Our services include:

  • Drafting all the legal documentation for sales of shares in agricultural operating companies (sale agreement, asset and liability guarantee agreement)
  • Producing legal and tax structuring plans for sales of wine estates

Examples of
the firm’s recent activities

  • Advising a buyer on its acquisition of a majority stake in a 1er Grand Cru Classé 1855 estate
  • Advising a foreign buyer on its acquisition of the entire capital of a company that owns and operates a vineyard in the Cognac Grande Champagne appellation in 2021
  • Advising a professional sportsperson on the acquisition of a vineyard in the Bordeaux region in 2021
  • Advising a French buyer in the acquisition of an iconic wine estate in the Roussillon appellation in 2022
  • Advising a French buyer on the acquisition of a wine estate in the Beaujolais appellation in 2022
  • Advising a French buyer on the acquisition of a wine estate in the Languedoc appellation in 2022
  • Advising a French buyer on the acquisition of a wine estate in the Roussillon appellation in 2023

Need assistance
in business and tax law or wine estate transactions ?

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