Professional Referrals — Partner with VITACEAE for Wine Estate Transactions
VITACEAE's professional referral programme enables notaires, chartered accountants, wealth advisors and other professional prescribers to offer their clients specialist wine estate transaction expertise.
We provide independent M&A advisory for vineyard acquisitions and sales in Champagne and Burgundy, complementing your existing advisory relationship without supplanting it.
VITACEAE is an independent French advisory firm that works alongside notaries, lawyers, chartered accountants, wealth managers and family offices on the transactional and economic side of wine estate sales and acquisitions in Champagne and Burgundy, without ever providing legal, tax or wealth-planning advice.
Three benchmarks for advisors. In Champagne, the prevailing market value of one hectare of vines ranges from €947,000 in the Aube to €1,689,000 in the Côte des Blancs (2025 official price schedule, Journal officiel of 19 August 2026 — VITACEAE Market Data). In Burgundy, a Côte-d'Or premier cru white plot is valued at €2,700,000/ha and a premier cru red at €1,150,000/ha under the same schedule (Burgundy vineyard prices). Sales trigger SAFER pre-emption (two-month response) and share deals the Sempastous declaration; sitting tenants under French farm leases materially change what is being sold.
VITACEAE never solicits your clients and never substitutes for your advice: the firm identifies economic and regulatory risks, and your analyses remain decisive.
Wine estate transactions represent a highly specialised niche requiring sector-specific expertise that generalist advisors rarely possess. When your client — whether a vineyard owner considering succession or an investor seeking premium agricultural assets — needs transaction support, referring to VITACEAE ensures they receive expert guidance while you maintain your advisory relationship.
Our approach is designed to complement, never compete with your role. VITACEAE provides economic and strategic transaction advisory; we explicitly do not offer legal, tax or wealth structuring advice. Your expertise remains central to the client relationship — we add a layer of specialist wine M&A knowledge that enhances the overall service quality.
Who Partners with Us
Notaires
Notaires handling successions, donations or property transactions involving vineyard assets benefit from VITACEAE's independent valuation expertise and buyer/seller identification capabilities. We provide market-informed valuations that support your deed preparation and ensure realistic pricing expectations. Our familiarity with SAFER procedures, rural lease complexities and Sempastous notification requirements streamlines the transaction timeline.
Chartered Accountants (Experts-Comptables)
For accountants advising wine estate operators on business strategy, succession planning or exit scenarios, VITACEAE provides the transaction execution capability to convert strategic intent into completed deals. Our multi-scenario valuation model — incorporating vineyard economics, stock valuation, brand equity and capitalised lease values — speaks the financial language your clients expect.
Wealth Advisors (CGP) and Family Offices
Wealth advisors and family office managers seeking alternative asset diversification into premium vineyards find in VITACEAE a specialist partner who understands both the investment thesis and the operational realities of wine estate ownership. We qualify opportunities against your client's investment criteria — return expectations, involvement level, time horizon, geographic preference — before presenting curated options.
How does a referral work in practice?
You introduce the case; we qualify it under confidentiality, define the mandate with your client, run the off-market process and keep you involved at each decision, until the deed you draft or review.
Our referral process is structured for simplicity and transparency. You introduce your client to VITACEAE (or vice versa); we conduct an initial qualification meeting to assess needs, timeline and feasibility. Throughout the engagement, you remain informed of progress and involved in decisions touching your professional domain. Upon successful transaction completion, referral terms are honoured as agreed at the outset.
Key principles governing our prescriber relationships: absolute confidentiality regarding your client's identity and intentions, no direct solicitation of your existing client base, clear documentation of respective roles from engagement outset, and systematic feedback on mandate progress.
Frequently asked questions
Does your work replace that of the notaire or the accountant?
No. VITACEAE acts only on the economic and operational side: valuation, sourcing, due diligence, deal structuring, estate management. Legal, tax and wealth advice remain the sole province of our referring partners. We work in complement, never in substitution.
Why do prescribers partner with VITACEAE?
Wine estate transactions represent a highly specialised niche requiring sector-specific expertise that generalist advisors rarely possess. When your client — whether a vineyard owner considering succession or an investor seeking premium agricultural assets — needs transaction support, referring to VITACEAE ensures they receive expert guidance while you maintain your advisory relationship.
Our approach is designed to complement, never compete with your role. VITACEAE provides economic and strategic transaction advisory; we explicitly do not offer legal, tax or wealth structuring advice. Your expertise remains central to the client relationship — we add a layer of specialist wine M&A knowledge that enhances the overall service quality.
Our founder's background as an former lay judge at the Reims Commercial Court (ancien juge consulaire, Tribunal de commerce de Reims, 2014–2023) reflects a commitment to governance, ethical conduct and professional integrity that aligns with the standards expected by regulated professionals.
How is VITACEAE paid?
Our fees are success-based only, proportional to the transaction amount. No upfront fee, no financial commitment until the deal is completed. Terms are transparent and set out in the mandate.
Will my client know that I referred them to you?
Only if you wish. We can act discreetly or position you as the referring adviser. Confidentiality is complete, including towards third parties to the file.
Which regions do you cover?
Champagne and Burgundy are the core of our practice, with in-depth knowledge of terroirs, players, price dynamics and the regulatory constraints of each vineyard. Premium wine assets in other regions are considered case by case, always off-market.
What KYC process is in place?
Every party to a transaction goes through a systematic KYC/AML procedure: identification, verification, beneficial-owner search, PEP screening and asset-freeze checks. This process is carried out before any introduction.
This commitment to regulatory compliance protects both your reputation and your client's interests.
How do I establish a referral partnership?
Whether you have a specific client situation requiring wine estate expertise or wish to establish an ongoing referral relationship, we welcome a confidential conversation. Learn more about our M&A advisory services, explore our regional expertise in Champagne and Burgundy, or read about our credentials.
How to cite this page
VITACEAE, For professional advisors: referring wine estate transactions, vitaceae.fr, updated 7 September 2026. Permanent address: https://vitaceae.fr/en/professional-referrals/
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