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Sorren
3562 Round Barn Cir, Ste 200, Santa Rosa, California, United States of America, 95403
http://www.sorren.com
7075423343
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AWG Wine Advisors
120 Stony Point Road Suite 230, Santa Rosa, California, United States of America, 95401
https://awgwine.com/
(707) 320-7730
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Protea Financial
7250 Redwood Blvd, Novato, California, United States of America, 94945
https://proteafinancial.com/
(415) 418-0020
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BDCo / Brotemarkle Davis & Co. LLP
1000 Main Street, Suite 250, Napa, CA, United States of America, 94559
http://www.bdcocpa.com
(707) 963-4466
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Moss Adams x Baker Tilly
3700 Old Redwood Hwy Ste 200, Santa Rosa, CA, United States of America, 95403
www.mossadams.com
707-527-0800
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Highway 29 Creative
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March 27, 2026

The Archetype Advantage: Using Brand Archetypes to Build a Loyal Wine Club

The wineries with the most loyal wine clubs aren't the ones with the best discounts. They're the ones with the strongest emotional identity.This will sound counterintuitive to anyone who's...
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Protea Financial
January 16, 2026

The State of the U.S. Wine Industry: Key Insights from the 2026 SVB Report

The 2026 State of the U.S. Wine Industry Report, published by Silicon Valley Bank and authored by Rob McMillan, provides a comprehensive, data-driven assessment of current conditions in the U.S. wine ...
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@silicon-valley-bank
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Sorren
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January 15, 2026

Thinking of Selling Your Business? Here’s What You Need to Know

Selling your business is a monumental decision. Whether you’re ready to retire, pursue new ventures, or capitalize on your business’s value, the process requires careful planning and prepa...
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Financial Planning
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Azmera
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January 08, 2026

Winery Finance Teams - Outgrowing QuickBooks + Bill? Or Looking for a New ERP System?

If your AP process is getting heavier, approvals are becoming more complex, and you’re stitching together systems to manage inventory and sales… you’re not alone.I’m hosting a...
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oodo QuickBooks ERP Accounting Finance
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Sorren
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January 05, 2026

Casey Neilon Joins Sorren, Strengthening Western Presence

Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Casey Neilon, an accounting consultancy, has joined its national network. This partnership enhances Sorren’s pres...
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Casey Neilon
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Protea Financial
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January 05, 2026

Year-End Financial Cleanup for Wineries: Why “Good Enough” Is No Longer Enough

For wineries, year-end is not simply an accounting exercise. It is the point at which financial discipline either shows up or years of small compromises finally catch up.Too many wineries treat year-e...
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@protea-financial
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BDCo / Brotemarkle Davis & Co. LLP
December 26, 2025

9 Questions Every Winery Owner Should Ask Their Accountant

Before you dive into the details, here are the nine questions every winery owner should be asking. These will help you focus on key issues and quickly determine if you are getting the information you ...
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InnoVint
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November 19, 2025

What Drives Winery Health in 2026? The Data Behind Your Winery's Financial, Operational & Cultural Success

Winery health isn’t defined by one metric. It’s a reflection of how well a winery performs across three key dimensions: financial resilience, operational excellence, and cultural strength....
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Azmera
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November 17, 2025

QuickBooks vs odoo for Wine

Let’s Build a Smarter Winery OperationAt Azmera, we help wineries modernize their operations — integrating odoo with DTC and winemaking platforms to create one connected, data-driven busin...
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#erp #wineerp #odooforwine #quickbooks #financials #inventory
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Protea Financial
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November 17, 2025

Building the Winery of the Future: The Core Capabilities That Will Define Long-Term Success

The Wine Industry Financial Symposium 2025 and its speakers made one thing abundantly clear: the wineries that will succeed in this current market and into the future will look fundamentally...
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@protea-financial
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