Protea Conversations: Carolyn Sweeney

Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a family. This allowed Protea to attract extremely talented individuals who were overlooked.  Over 80%…
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De-Risking a Business to Drive Enterprise Value

As an appraiser of every type and size business, my experience and training has helped me develop several key defaults to value, the biggest of which is as follows; Value is driven by three key inputs; risk, growth and cash flows In other online forums and presentations, I’ve represented this truth as a three-legged stool…
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Protea Conversations: Tracey Welch

Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a family. This allowed Protea to attract extremely talented individuals who were overlooked.  Over 80%…
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Protea Conversations: Alicia Cronbach

Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a family. This allowed Protea to attract extremely talented individuals who were overlooked.  Over 80% of both…
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Winery Adaptation

How smaller, independent wineries can sell more wine in a hypercompetitive marketplace State of Industry – Lots of winners but many “silent” losers It’s amazing how the world can change in a year! Even before the COVID-19 pandemic made its global impact, the U.S. Wine Industry was in a tough spot with oversupply, consumer buying-habit…
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Protea Conversations – Rachel Martin

Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a family. This allowed Protea to attract extremely talented individuals who were overlooked.  Over 80%…
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