Engagement 01 · Diagnostic
Financial Pressure Test (FPT)
A 10-day diagnostic that stress-tests your margin, cash flow, inventory, and working capital — and identifies the levers that break first. With a clear, prioritized action plan. No long-term commitment required.
Who It's For
Founders Who Want a High-Signal Look Under the Hood
You’re running a real business, doing reasonably well — but you have a nagging feeling that margin is leaking somewhere. You want to know exactly where, without committing to an ongoing engagement before you see what’s there.
The FPT is designed for exactly this founder: profitable and growing, but without the financial infrastructure to catch what’s leaking. You don’t need to be in crisis to benefit from a structured diagnostic.
Real FPT Result
$67K
You're running a real business, doing reasonably well — but you have a nagging feeling that margin is leaking somewhere. You want to know exactly where, without committing to an ongoing engagement before you see what's there.
The FPT is designed for exactly this founder: profitable and growing, but without the financial infrastructure to catch what's leaking. You don't need to be in crisis to benefit from a structured diagnostic.
The 10-Day Process
Structured. Specific. Actionable.
Day (1–2) Document Intake
You submit your P&L, SKU-level sales data, top 10 vendor relationships, and current co-packer/supplier agreements. We review before any live session.
Day (3–5) Diagnostic Analysis
We run your financials through all 5 layers of the Shelf-to-Savings™ framework. Hypotheses formed, numbers stress-tested, opportunities identified and sized.
Day (6–8) Findings Build
We build your findings report — every opportunity quantified with an annual dollar impact and a specific action to capture it.
Day (9–10)Delivery Session
We present findings in a focused session. You leave with a prioritized action plan and full visibility into what's been leaking — and what to do about it.
Timeline
10 days from document submission
Format
Document review + findings delivery session
Commitment
One-time engagement — no ongoing commitment
Best For
$1M–$20M F&B brands wanting a fast, high-signal look under the hood
What You Get
Every Opportunity. Quantified in Dollars.
Full Shelf-to-Savings™ diagnostic across all 5 layers (COGS, Overhead, Working Capital, Pricing, Growth Tax)
"We had been leaving $67,000 on the table every single year and didn't know it. The FPT paid for itself in the first conversation."
— Co-Founder, $1.8M Specialty Hot Sauce Brand
After FPT
The FPT stands alone — it doesn't require a follow-on engagement. But many FPT clients choose to continue with an Advisory or Elite engagement to implement the action plan and maintain the financial infrastructure going forward. That decision is yours to make after you see the findings.