Succession Planning – Preparing to Buy Or Sell
As with most business transactions, supply and demand dictate the outcome. The same is true when buying or selling wineries and/or vineyards.
Financial Services
Bookkeeping 101: Understanding the Basics
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Bookkeeping can be a daunting prospect for the uninitiated. Even for seasoned business owners, it’s easy to get overwhelmed with the various terms and concepts around bookkeeping. This is especially true when you consider the number […]
Maximizing Profits in the Wine Industry through Financial Planning
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] The wine industry is a complex and competitive market where businesses must constantly innovate and optimize their operations to stay ahead. Effective financial planning is a crucial element for the success of any wine business. As […]
The Basics of Wine Costing
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] The cost of making wine can vary greatly depending on several factors, such as the type of grape used, the region where it’s produced, the size of the winery, and the production process. For example, the […]
Wine Accounting 101: Understanding the Basics
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Wine accounting is an essential part of the wine industry, but it can often be daunting and confusing, especially for those new to the business. Protea Financial offers wine accounting services tailored to meet your needs […]
How to Speak the Same Language as your Sales and Marketing Counterparts
[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] The Wine Industry has a common language, but do we use it between different disciplines? Stick to 3 rules to empower your colleagues…so that they can help you do your job better. Many wineries and businesses find themselves […]
Why Reconcile Your Balance Sheet Regularly?
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Have you ever wondered why it’s important to reconcile your balance sheet regularly? Doing so is essential to ensure the accuracy of your financial records. Still, it can also help reveal any discrepancies that might be […]
3 Steps to Set Your Business Up for Success in 2023
[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] As we begin a new year, I reflect on two common (and related) questions I’m often asked by business owners or leaders: “How can I set my business up for greater success this year than last year?”, and […]
How To Create A Budget
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] We are entering the new year, which means many people are setting goals for the new year. As a business owner, you should be doing the same thing. Creating a budget is one of the best […]
Gear Up for These 2023 Changes to California Employment Law
[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] It’s the time of year again to dive in and take a look at upcoming changes to California employment law. This fall, Governor Newsom approved several new employment laws, generally expanding on employee rights and creating new obligations […]
