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Offer & Acquisition Structure · Buyer Working Doc

Bloomfield Farms: the offer

4707 Bloomfield Rd, Petaluma, CA 94952 · APN 027-050-022 · 113 acres · drafted 2026-06-22

A plan to put a clean, all-cash offer on the table that we can walk through with Chelsea on Wednesday. We lead with a disciplined real-property number, keep the equipment on a separate quiet track funded from a private buffer, buy into a new California LLC built to admit a third household later without re-triggering the property tax, and decouple cannabis so the title is insurable.

All cash ~$3.8M real property + up to $200K equipment New CA LLC · 50/50 No financing contingency Cannabis decoupled

The offer in five lines.

Internal numbers, never shared. Open low, stay at or below our own valuation, keep room to walk up.

The offer at a glance

Real-property price
Open at $3.8M; internal walk-up ceiling ~$4.2–4.3M all-in
Equipment
Separate bill of sale, up to $200K (private buffer, undisclosed)
Financing
All cash. No loan or appraisal contingency
Buyer
New California LLC (the property company), manager-managed, partnership-taxed
Ownership at start
50/50 between the two households, held through each household's own trust
Later
Admit Francie & Adelaine at ~10% via newly-issued units (reassessment-safe)
Deposit
2–3% (~$76–114K) to a cannabis-tolerant escrow; goes hard on contingency removal
Contract form
C.A.R. Vacant Land Purchase Agreement + a structures/improvements rider
Diligence window
Negotiate 30–45 days (not the 17-day default)
Contingencies kept
Investigation, title, well/septic/water, Phase I + geotech, books, and an acceptable owner's title policy
Title path
Decouple cannabis; line up specialty underwriter + escrow in parallel
Seller debt
$1.74M Chase credit-line paid off and reconveyed through escrow

Price strategy (handle this carefully)

The whole negotiation turns on keeping two numbers apart: a public real-property price that does the anchoring, and a private equipment budget the seller never sees. Bundle them and we hand the seller our ceiling.

1
Open at $3.8M on the real property. It is defensible on the exact thesis in the property brief, it anchors hard against Vallejo's $5.7M float, and it keeps the headline under $4M. We have room to walk up toward ~$4.2–4.3M all-in and still sit at or below our own valuation.
2
Never reveal the $200K equipment buffer. The moment the seller knows we have money set aside for their tractors and ATVs, that figure becomes their floor and the buffer inflates to meet it. The equipment budget is an internal ceiling, full stop.
3
Frame taking the equipment as a convenience to them. They avoid hauling, auctioning, or storing it, which our agent already believes is the case. That framing caps the price near their auction-net value rather than replacement cost.
4
Anchor on cost, not on their basis. Lead with the documented carry ($200–250K/yr), the unpermitted-structure cure, and the disclosed west-side soil slump as price-down items. If Vallejo opens with "they have $9.75M into this," answer with carry math and the no-residence discount.
5
Conceal our timeline. Cash certainty is leverage; perceived urgency is not. A Duckhorn-CEO seller negotiates like a CEO. Do not bank on the "stale listing, they will fold by month nine" theory: it is a working assumption from our own notes, not market data, and this is explicitly not a forced sale.

Equipment and personal property

There is no equipment inventory anywhere in the seller's packet. The 2-page amenities sheet lists real-property improvements only and never names a single tractor, ATV, or piece of furniture. The only hard evidence equipment exists is the horse-boarding P&L "Equipment rental & repair" line (note: rental and repair, so some gear may be leased, not owned), the TDS disclosure that they clear the soil slump "with a tractor," and a few barn fixtures. Your team flagged the conveyance question three times and the seller still has not answered it.

That gap is in our favor. It means nothing is committed, and the agent's read is the right one: wait for the seller's signal on what they are keeping, then paper the rest.

The buying entity

One California LLC takes title and is the buyer. Taxed as a partnership (one return, K-1s to the members), with a full liability shield for a working farm that carries horses and an event-violation history. This beats a tenancy-in-common, a limited partnership, or an S-corp here: the LLC pairs the shield with pass-through tax, flexible admission of new members, and clean estate planning.

Cap table & funding

Start 50/50, funded 50/50 in cash. Matching cash to equity keeps the capital accounts even and sidesteps any gift-tax question, which is the clean default. If contributions ever diverge later, fix it with capital accounts and a member loan at a preferred return rather than a silent change in percentages.

Bringing in Francie & Adelaine later is reassessment-safe if done right. Because the LLC buys the ranch (rather than receiving a contribution), the only event that can re-trigger a full property-tax reassessment is one person or affiliated group obtaining more than 50% of both capital and profits. A ~10% admission for F&A is nowhere near that line.

The upstream fork: operate, or lease?

The entity's final shape depends on one decision the property brief already flags: do we actively operate the farm, or run it as a passive grazing lease? Get this clear before the lawyer drafts.

Passive grazing lease: one LLC is enough. Push operating liability onto lessees through arms-length leases that require their own insurance and indemnity, and carry a farm umbrella policy. Simplest path, and it matches Wende's grazing plan.

Operate in-house (run the equestrian operation, employ the on-site manager): now there is payroll and operating liability, which argues for a thin operating company that leases the land and buildings from the property company and owns the equipment, or at minimum real payroll, workers' comp, and employment-practices coverage. Do not let the property company carry that exposure directly.

One correction to the property brief worth knowing: the IRC §119 "exclude the manager's housing from income" lever does not work for an owner-household living in the house under a partnership-taxed LLC. It only reaches genuine employees. Capturing it would need a non-owner employed manager in entity-owned housing, or a C-corp employer whose double-tax and built-in-gains cost on a ~$3.8M appreciating residence usually dwarfs the saving. Translation: if one of us lives in the house, do not build the structure around §119. The by-right ag-employee-housing land-use path still helps (it is a cleaner route to a dwelling on this LEA-160 parcel), but Sonoma still requires a ministerial zoning permit and a real agricultural operation that hits county production thresholds, so confirm the grazing or equestrian plan actually meets them.

Tax & title watch-outs

ItemWhat to expectAction
Prop 13 reassessmentPurchase resets the base to ~$3.8M → ~$47K/yr, plus a one-time supplemental bill prorated from closeBudget the supplemental; confirm the number with the assessor
Documentary transfer tax~$4,180 on $3.8M (county only; unincorporated, so no Petaluma city add-on); customarily seller-paidConfirm seller pays it in the purchase agreement
Equipment depreciationFast federal write-off if used in a business; California does not conform, so the CA benefit is thinCPA models federal vs CA before quoting any saving
Title insurabilityA clean policy on the dirt is a working theory, not a certainty; a recorded permit trail may still read as cannabis-associatedMake "acceptable owner's policy" an explicit contingency; line up specialty underwriters in parallel
Current prelimOur prelim is dated Dec 2025; the Final cannabis conditions issued Apr 2026 and may add a recordable 30-ft road dedicationPull a fresh prelim before going firm
Escrow + wire bankEven with a specialty underwriter, Fidelity-as-escrow may refuse, and the bank wiring $3.8M may run its own cannabis screenConfirm a cannabis-tolerant escrow and a wire bank that will clear it
Federal forfeitureIf the parcel is ever used for cannabis, federal forfeiture reaches the land; an all-cash buyer has no lender screening thisKeep cannabis fully severed; do not activate
Entity compliance$800 franchise tax + a gross-receipts fee (on booked rents, not profit), biennial state filing, and a federal beneficial-ownership report covering each trustee/beneficiaryFold into the carry model; CPA handles the filings
Seller withholdingSeller is an LLC, so state real-estate withholding applies at closeEscrow confirms it is handled so it is not our problem

Contingencies & deal mechanics (all cash)

Walk this through with Chelsea on Wednesday

Still need from the seller