Our Latest Case Studies
Guiding a Legacy Through Financial Turbulence
Guiding a Legacy Through Financial Turbulence Get a Free Consultation We are in the business of helping wineries. We do this often for smaller, family-run wineries. In the case study below, we will describe how we helped examine a sole proprietorship winery, an independent, family-run business dedicated to preserving a legacy. More than just a…
From Compliance Stress to Strategic Support: How Protea Financial Helped a Winery Navigate Lending Requirements
From Compliance Stress to Strategic Support: How Protea Financial Helped a WineryNavigate Lending Requirements Get a Free Consultation For many small wineries, success is built on craft, heritage, and the quality of each bottle, not on financial reporting and spreadsheets. But when they can get their financial information in order, they can take steps to…
