Our Latest Case Studies
Recovering Hidden Value: How We Helped a Winery Reclaim $3,500 in Overcharges
Recovering Hidden Value:How We Helped a WineryReclaim $3,500 in Overcharges Get a Free Consultation We often work with small, craft producers and boutique winery Businesses that represent more than just revenue: they embody the owners’ passion, dreams, and livelihood.In this case study, we show how a seemingly minor concern (merchant fees) revealed a deeper opportunity,…
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…
