Engagements scale with scope; $1M–$20M range.

Every engagement starts with understanding your business — your revenue, your cost structure, and where the cash is going. We determine the right level of support together. The goal is always the same: financial clarity that creates measurable, permanent improvement.

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Who We Work With

Built for One Type of Business.

Palmer’s Strategic Advisors works exclusively with established Food & Beverage operators generating $1M–$20M in annual revenue who are experiencing growth pressure. Multi-SKU brands with expanding distribution, breweries, manufacturers, bottlers, restaurants, and emerging national CPG brands.

The revenue range matters because complexity, working capital strain, and margin pressure increase at scale. This is where the work lives.

Not a Fit

We are not a fit for pre-revenue concepts, hobby brands, or teams seeking one-off accounting help without strategy. We are not a general small business advisory. If you’re under $1M in revenue, still in concept phase, or looking for bookkeeping services, PSA is not the right partner — and we’ll tell you that upfront.

Every engagement starts with understanding your business — your revenue, your cost structure, and where the cash is going. We determine the right level of support together. The goal is always the same: financial clarity that creates measurable, permanent improvement.

Choose Your Engagement Level

The Three Tiers

Financial Pressure Test (FPT)

One-time diagnostic
Free
One time
A focused 10-day diagnostic designed to stress-test your margins, cash flow, inventory, and working capital. We identify where financial pressure builds first—and deliver a clear, actionable plan to fix it

Five Pressure Layers (Shelf-to-Savings™)

COGS Compression
Overhead Misallocation
Working Capital Drag
Pricing Gaps
PricingGrowth TaxGaps
Learn More About FPT→

Elite Finance Partnership

Ongoing | Full Partnership
$ 6,500+
/Monthly
A fully integrated finance function combining accounting, payroll, tax strategy, and high-level CFO advisory. Built for businesses ready to scale with precision and control.

What’s Included

Accounting
Payroll
Working Capital Drag
Tax Planning & Filing
CFO Advisory
Monthly 16-driver Profit + Cash Flow Scoreboard
SKU-level and channel-level contribution margin
Scenario modeling before every major decision
13-week rolling cash forecast
Vendor/supplier renegotiation
Capital raise / investor-ready modeling
On-call decision support
Full Shelf-to-Savings™ diagnostic + implementation
Learn About Elite →

Advisory-Only

For brands with strong existing accounting needing the strategic CFO layer.
$ 3,500+
/Month
Designed for businesses with existing accounting systems that need strategic financial leadership. We provide ongoing CFO-level insight, planning, and decision support.

What’s Included

Monthly Scoreboard and KPI review
Unit economics: SKU × channel contribution margin
Scenario modeling before major decisions
13-week cash forecast updated monthly
Monthly action plan: 3 priorities, owners, due dates
On-call for time-sensitive decisions
Vendor & supplier renegotiation support
Capital raise / investor-ready modeling
Learn More Advisory-Only →

Side-by-Side Comparison

What’s Included in Each Tier

FeatureFPTEliteAdvisory
Shelf-to-Savings™ Diagnostic✓✓✓
Findings report with opportunities✓✓✓
Prioritized action plan✓✓✓
Monthly Scoreboard—✓✓
Accounting & Bookkeeping—✓—
Payroll—✓—
Tax Planning—✓—
13-week Cash Forecast—✓✓
Scenario Modeling—✓✓
Vendor Negotiation—✓✓
Investor Modeling—✓✓
On-call Support—✓✓
Engagement TypeOne-TimeOngoingOngoing

Your Margin Is Already There. Let's Find It.

he 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

30 minutes · No pitch · No obligation · F&B founders only