We help Food & Beverage brands recover margin, fix cash flow, and build the financial infrastructure to scale — without adding a single dollar of new revenue. The Shelf-to-Savings™ framework finds what's already leaking.
Every F&B founder we work with has the same story: sales are up, the team is growing, the brand is gaining traction — and yet every month ends with less breathing room than the month before.
Revenue is often the last metric to show strain. By the time sales slow, the cash is already gone. Most founders believe they have a revenue problem. Most have a financial structure problem.
See How We Fix It"I'd been blaming distribution and our taproom foot traffic. I never thought to look at what we were paying our suppliers."
— Regional Craft Brewery, $4.2M RevenueDiscounting, freight, spoilage, and labor creep quietly eroding profitability on every dollar of revenue.
Mix shifts that create "growth" on paper — but actually lose money in specific channels.
Cash parked on pallets while demand changes. Working capital trapped in the warehouse.
Taking longer to turn product into cash — while suppliers demand payment faster.
Growth funded by your bank balance — because the business is outpacing its own cash generation.
Five layers of hidden margin — built specifically for Food & Beverage operating realities. Every engagement runs through all five.
We determine the right level of engagement together — based on where you are, what you need, and what your business can act on.
A 10-day diagnostic that stress-tests margin, cash flow, inventory, and working capital — and identifies the levers that break first, with a clear action plan.
Learn About FPTOur most complete engagement — an integrated finance function that includes ongoing accounting, payroll, tax planning, and deep CFO advisory built on the 16-driver monthly scoreboard.
Learn About EliteFor brands with strong existing accounting. Monthly fractional CFO coverage — decision support, scenario modeling, and continuous margin monitoring without replacing your current team.
Learn About AdvisoryWe'll determine the right fit in a 30-minute call. No pitch, no pressure — just clarity.
A regional craft brewery was growing at 11% per year — and couldn't figure out why cash felt impossibly tight every single month. We ran a full Elite engagement across all five layers of the Shelf-to-Savings™ framework.
The working capital analysis revealed they were paying their hop supplier in 14 days while waiting 55 days to collect from distributors. That mismatch — not a lack of sales — was the engine behind their perpetual cash crunch.
"Scotty found $180,000 sitting in our own P&L that we'd been walking past every single month. I wish we'd done this three years ago."
— Brewery Owner, $4.2M RevenueThe Financial Clarity Call is 30 minutes. We'll identify your single biggest margin opportunity — at no cost, no obligation. F&B brands doing $1M–$20M only.
Schedule My Free Clarity Call