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

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

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

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