Protea Financial is an outsourced operational accounting partner built specifically for wineries and select beverage businesses. Our team is driven by a simple but powerful motivation: to provide accurate, timely financial information that helps business owners make better decisions and build stronger, more sustainable businesses. We believe accounting exists to serve the business owner, not the other way around. When financial information is delayed, incomplete, or unclear, decision-making suffers. Winery owners deserve to understand their numbers, not question them. Accurate bookkeeping, timely reporting, and proactive inventory management allow wineries to operate with confidence, avoid unforeseen costs, and plan for the future. At our core, we are a team that values clarity, accountability, and consistency. We take responsibility for the financial foundation of the wineries we support, ensuring that the day-to-day accounting, inventory alignment, and reporting are accurate and depe

Carle, Mackie, Power & Ross LLP (“CMPR”), a leading U.S. law firm with a strong focus in the wine and spirits industry, is pleased to announce that it has entered into a strategic alliance with Légi Conseils Bourgogne (“Légi Conseils”), a premier French law firm recognized for its deep experience advising wine, spirits and luxury beverage clients in France and across Europe. The alliance became effective on January 1, 2026 and follows the recent opening of CMPR’s offices in Lake Oswego, Oregon and St. Helena, California. The collaboration establishes a coordinated cross-border platform to jointly market and provide legal services to clients and prospective clients in the wine and spirits sector throughout the United States and Europe. The alliance is designed to enhance the visibility, capabilities, and integrated service offerings of both firms within their respective jurisdictions, while delivering seamless, industry-specific legal supp

With decades of automation expertise, Clevertech delivers fully integrated, customizable solutions to streamline production and enhance efficiency for wineries across North America. The family-owned business is one of the hallmarks of the wine industry. These are the oldest type of commercial organization. Studies have found that they are more likely to thrive, in part because they approach business from a legacy perspective. One of the reasons for this success is the inherent multi-generational focus. “The family legacy matters,” says Beth Zarnick-Duffy, who has worked with many family-owned wineries in her 30-year career and is now a sales manager for Clevertech North America (NA). “It's more personal, more about relationship building.” “I agree. It’s a big plus,” says Giorgio Zanardi, Clevertech NA’s General Manager. “Our parent company, Clevertech SPA, is a family-owned company. That means when we do business with our cu

Wine and spirits distributors do not always get full credit for their myriad of services offered.  With portfolios bursting at the seams, their role in the 3-tier system is difficult. We at Andavi Solutions would like to recognize some of the critical functions distributors perform on behalf of their supplier partners.  1) Training and Education Distributor sales teams include some of the most highly trained professionals in the industry. The training opportunities distributors provide are not solely for internal stakeholders. They also play a critical role in the education and training of their supplier partners.  It is sad but true to say that many brand owners do not properly train their people, and by default, distributors end up picking up the slack. Another vital area of training distributors provide is forecasting and inventory management (more on this below).  Distributors do a lot of staff training (far more than most suppliers), and they don&rs

The CapEx division of ATPGroup joins Omnia Technologies to provide comprehensive and customized solutions to a wide network of clients. [Windsor, CA, January 19, 2024] – Omnia Technologies, the leading platform in automation, bottling and packaging technologies for the beverage and pharmaceutical sectors, announces the acquisition of the CapEx division of ATPGroup, a leading supplier to the wine, beer, food, and pharmaceutical markets in the North America. Omnia Technologies' cutting-edge technologies and manufacturing capabilities will benefit from ATPGroup's extensive experience in the sales and marketing of equipment, equipment servicing, and mobile services in the U.S. and internationally. As a result, Omnia Technologies will be able to improve the service level of its technical organization, complete the product range with the addition of mobile solutions, and enhance its presence in the North American market. ATPGroup’s management will join the Omnia Technolog

Enartis Uplevels "Smart" Winemaking With Integration Of Production Monitoring Technology That Delivers Refined Analysis And Forecasting Capabilities Trecate (Novara), November 20, 2023 - Enartis, an Italian multinational company and part of the Esseco Group, which operates in the alcoholic beverage sector and wine products and services market, has finalized the acquisition of the majority of shares in  WINEGRID, a Portuguese company that has developed and patented cutting-edge technology for monitoring wine production using sensors. Enartis provides wineries worldwide with innovation and expertise through oenological products and technical support to improve both winery efficiencies and wine quality. WINEGRID detects critical production data in real-time during the various stages of winemaking. Following an initial collaboration and distribution agreement in February 2023, the acquisition of WINEGRID and integration of its solutions for digitizing the

Thanks to our beloved 3-tier system, pricing in the wine & spirits business per each state is daunting. But coordinating accurate, reliable pricing across multiple states is a Herculean task. When managing on-premise pricing for national chains, most adult beverage manufacturers know little about tackling such an arduous task. Our aim in this first article in a series about pricing management is to unravel the mysteries of managing pricing for national on-premise chains. The unique needs of on-premise chains So much of our industry is oriented around the off-premise, and rightfully so, as this is where 80% or more of the volume is done. The ‘suggested retail price’ (or SRP) on the shelf is the anchor point. However, pricing for on-premise is very different from the retail shelf, and failing to understand the unique needs of the channel can result in many missed opportunities.  The table below is a handy visual aid to understand the distinctions between on and o

Overview The on-premise national accounts arena is one of the most complex, expensive, and time-consuming channels to pursue in the wine sales game — it’s also the most misunderstood! This guide will help set you up for success and shave months (if not years) off the learning curve.  Keep an open mind as you read; what most people think is required to succeed in this arena is entirely disconnected from reality. What constitutes a “chain?” When considering an on-premise chain, it should meet all of the following criteria Three or more store locations One central decision-making process Licensed to sell beer, wine, or spirits Using this definition, we at Andavi Solutions estimate the total number of on-premise chains in the US to be around 2,000 chains with a total number of stores of just under 40,000.  The indisputable attractiveness of on-premise chains Five things make on-premise chains a highly desirable quarry for selling adult be