P S A

Free Resource

The F&B Founder's

Margin Audit Checklist

27 questions across 5 layers of your business. Identify your biggest cash and margin leaks in under an hour — without a consultant, without complex software, and without a finance degree.

  • 27 diagnostic questions mapped to the 5 layers of the Shelf-to-Savings™ framework
  • Red flag indicators — know instantly which answers signal a problem worth quantifying
  • Built for F&B operators — not generic business advice, not accounting theory
  • Takes under an hour — answer the questions, score your results, know where to focus

Used by F&B brands doing $1M–$20M in annual revenue

Based on $500K+ in real margin recovery across PSA client portfolio

100% free — no credit card, no commitment

FREE DOWNLOAD

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Who It's For

Built for Three Types of F&B Founders

You're Growing — But Cash Feels Wrong

Revenue is up, the brand is gaining traction, but every month ends tighter than expected. This checklist will show you exactly which layer is causing it.
 
01

You're Preparing to Raise Capital

Investors will ask hard questions about your unit economics and margin structure. Use this checklist to find the gaps before they do.
 
02

You Want to Know Before You Commit

Not ready to engage a CFO yet but want to know what's leaking? Start here. This is the self-service version of what we do in our Financial Pressure Test.
 
03
Preview

A Look at What's Inside

The first layer — COGS — shown below. Download to see all 5 layers.

 

Layer 1 — COGS Diagnostic

 

  • When did you last renegotiate pricing with your top 3 suppliers? (Red flag: more than 18 months ago)
     
  • Have you audited your Bill of Materials against actual production costs in the last 6 months?
     
  • Are your co-packer invoices reviewed line-by-line, or approved on total amount?
     
  • Do you track packaging cost per SKU separately from production cost?

Layer 2 — Overhead Diagnostic

 
  • How are your fixed costs allocated across SKUs and production facilities?
  • Can you identify which of your SKUs are subsidizing underperformers in overhead allocation?

Download the full 27-question checklist — free.

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