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
About Palmer’s Strategic Advisors
At Palmer’s Strategic Advisors, we help high earners and growing businesses make smarter financial decisions with clarity and confidence.
Our expertise includes Fractional CFO Advisory, Personal Tax Strategy, Business Tax Analysis, Financial Strategy, Growth & Strategy, and Margin & Cash Optimization.
We serve Beverage & Spirits, CPG, and Logistics & Supply Chain businesses with tailored financial guidance.
Our approach combines proactive tax planning, cash flow management, profitability analysis, forecasting, and strategic financial leadership.
We focus on uncovering opportunities, improving margins, strengthening cash flow, and supporting sustainable growth.
Our experience includes working with Cardinal Spirits LLC, Shivani’s Kitchen, Long Legacy Brokerage, Lemonicious, See the Elephant, and Carzan Meats.
We don’t believe in generic solutions—every strategy is structured around the unique goals and challenges of each client.
From tax strategy to CFO advisory, we turn complex financial information into clear, actionable decisions.
Our goal is simple: help you move from uncertainty to control and grow with confidence.
Palmer’s Strategic Advisors Strategic clarity for smarter financial decisions.
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.
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.