Built for F&B.
By Someone Who Gets It.
Palmer’s Strategic Advisors works exclusively with Food & Beverage brands — because this industry has its own language, its own math, and its own way of breaking.
What We Found
At Palmers Strategic Advisors, we partner with growth-focused businesses to bring clarity, structure, and control to their financial operations. Our work is grounded in precision, integrity, and a commitment to helping businesses make smarter, data-driven decisions.
Who are we?
15
years of work experience
More then 25K clients reviews
With deep expertise in CFO Advisory, Financial Strategy, and Cash Flow Optimization, we support companies in building strong financial foundations that scale with growth. From improving margins to strengthening cash positioning, we focus on what truly drives long-term profitability and stability.
We don’t believe in shortcuts or surface-level fixes. Our approach is structured, analytical, and tailored—designed to uncover inefficiencies, optimize performance, and position your business for sustainable success.
At our core, we exist to help business owners move from uncertainty to control—with the financial clarity needed to grow confidently.
Founder
Who Is Scotty Palmer?
Scotty Palmer built Palmer’s Strategic Advisors because I kept seeing the same problem: Food & Beverage founders growing their revenue and losing their cash. Sales were up, the brand was gaining traction — and yet every month ended tighter than the last.
Most of them thought they had a revenue problem. Almost none of them did. They had a financial structure problem — and no one in their corner who could see it, name it, and fix it.
That’s what I do. Through the Shelf-to-Savings™ framework, I connect what happens on the shelf — pricing, inventory, production, waste, and labor — to what lands in the bank. Every engagement runs through five layers of hidden margin. Every dollar recovered was already inside the business.
I work exclusively with $1M–$20M Food & Beverage brands — manufacturers, CPG brands, breweries, bottlers, and restaurants who are operationally strong but financially under-structured. Not general businesses. Not startups. F&B, specifically, because that’s where the work lives.
I also host Behind the SKU — a podcast where I interview F&B founders and operators about the real financial stories behind scaling a product brand. No fluff. Just the numbers, the decisions, and what actually happened.
$500K+
Margin Recovered Across Portfolio
$180K
Recovered for One Brewery in 90 Days
11×
Advisory ROI in Year One
0$
Our Philosophy
What We Believe That Most Advisors Won't Say
These convictions drive every engagement — and the reason PSA exist
Revenue hides weak operators.
Growth without margin discipline is reckless. A rising top line is the most effective way to delay a reckoning — not avoid one.
Bookkeeping is not strategy.
Recording what happened is not the same as understanding what it means. Most F&B founders are getting the former and calling it financial management.
Raising capital often masks inefficiency.
And costs you equity you didn't need to give up. The brands that raise the best terms are the ones that don't desperately need the money.
Scale is earned through discipline, not momentum.
The brands that last are the ones that know their numbers. Financial clarity is a competitive advantage — not a nice-to-have.
Ready to Work Together?
30 minutes. We’ll identify your biggest margin opportunity — no cost, no obligation.
Why Choose Us
Strategic Financial Leadership for Scalable Business
CFO Advisory • Financial Strategy • Cash Flow Optimization
Strategic Financial Planning
We go beyond basic forecasting—building structured financial plans that align with your growth goals, improve decision-making, and ensure long-term stability
Data-Driven Business Strategy
Our approach combines financial data with operational insight to help you scale efficiently, improve margins, and eliminate costly blind spots.
Scalable Growth Systems
We implement financial frameworks designed to support sustainable growth—so your business can expand without breaking cash flow
Cash Flow & Capital Optimization
From cash conversion cycles to working capital management, we ensure your business has the liquidity it needs to operate and grow confidently
Advanced Tax & Financial Structuring
We help structure your finances intelligently—minimizing tax exposure while maintaining full compliance and audit readiness.
Ongoing Advisory & Support
Our team provides consistent, high-level financial guidance—so you’re never making critical decisions without expert input.