Recent Work
We partner with companies at critical moments - building the financial, operational, and strategic infrastructure required to scale.
Rebuilt Finance Function and Reduced Overhead by 20%+
Situation
A growing CPG company lacked financial visibility and efficient reporting infrastructure.
What We Did
Overhauled FP&A and reporting structure
Rebuilt team and outsourced key accounting functions
Implemented new budgeting and forecasting tools
Established investor and board reporting cadence
Outcome
Reduced Finance & Accounting overhead by more than 20%
Improved financial visibility and decision-making
Secured $12M in commercial debt financing
Built Operational Infrastructure to Support Rapid Growth
Situation: A high-growth CPG business was constrained by accounting, production and operational limitations.
What We Did:
Revamped their ops and accounting team, increasing cohesion and lowering OPEX
Designed and implemented expanded production capabilities w. COO
Built forecasting, budgeting, and planning processes
Established new product development (NPD) framework that included soup to nuts costing and timelines
Outcome
Enabled cost effective scalable production aligned with demand and financial constraints
Improved internal communications and coordination, execution across business units
Secured $5M in working capital to support expansion
Led Acquisition and Secured Bridge Financing
Situation: An investor group evaluating a healthcare acquisition required due diligence, valuation, and capital support.
What We Did
Performed full financial due diligence and valuation
Built financial models and forecasts.
Developed CIM and led investor outreach
Managed ongoing cash flow and planning
Outcome
Successfully raised $1M in bridge financing
Supported acquisition readiness and execution
Established financial roadmap for post-acquisition growth
Scaled a Winery to 100,000+ Cases and 10x Revenue Growth
Situation: A family-owned winery needed to reposition its brand and expand beyond a limited regional footprint.
What We Did:
Led full rebranding and portfolio rationalization
Built a North American go-to-market strategy
Established partnerships with top-tier wholesale and retail accounts across the U.S. and Canada
Developed a grapes to profit model and roadmap to follow
Outcome
Increased sales by over 10x within five years
Expanded distribution across North America
Achieved sustained growth with 100,000+ 9L cases sold annually
Start the Conversation
Build the financial infrastructure your business needs to scale.