At Protea Financial, we constantly encourage our winery clients to look beyond the current vintage and anticipate the evolving landscape of the wine industry. In an increasingly data-driven world, this foresight is no longer just about intuition or historical sales charts; it’s about leveraging the cutting-edge power of Artificial Intelligence (AI). AI is rapidly becoming…
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Running a successful winery is as much about smart financial management as it is about producing great wine. But for many winery owners and operators, pricing strategies and production forecasting can feel like an overwhelming task—especially without a financial background. That’s where Innovint comes in. Innovint is a winery management software designed to streamline operations…
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Imagine you’re sitting at your kitchen table on December 31, 2025, reflecting on what an amazing year you’ve just experienced! What made this year so wonderful? (Pause for self-reflection.) How will you know that the year was a success? Several years ago, I became frustrated with the traditional forecasting models used by small businesses. Why?…
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If you’re a business owner or been thinking about opening up a new venture, the thought of improving its performance must have crossed your mind. And that’s where financial forecasting comes into play. It’s simply the process of looking into the future of your business based on historical data and trends. In this post, you’re…
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