Engagement Options
Three Ways to Engage.
One Standard of Work.
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.
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.
Choose Your Engagement Level
The Three Tiers
Financial Pressure Test (FPT)
One-time diagnosticFive Pressure Layers (Shelf-to-Savings™)
Deliverables
Guarantee (FPT Only)
If at least 5X ROI in recoverable margin/cash flow is not identified, the FPT is free. Guarantee applies ONLY to the FPT.Credit Structure
Elite Finance Partnership
Ongoing | Full PartnershipWhat’s Included
Advisory-Only
For brands with strong existing accounting needing the strategic CFO layer.What’s Included
Key Difference from Elite
Side-by-Side Comparison
What’s Included in Each Tier
| Feature | FPT | Elite | Advisory |
|---|---|---|---|
| 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 Type | One-Time | Ongoing | Ongoing |