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CPG advisory for the decisions that define the business
A raise. An acquisition offer. A pricing model that stopped working. A retailer expansion that will make or break the year. These moments don't need more monthly bookkeeping — they need financial strategy from people who’ve done it in consumer goods. That’s what our CPG advisory work is for.
Every CPG brand hits a handful of moments where the financial stakes jump an order of magnitude — and the usual support isn't built for them. Your bookkeeper can't build the diligence data room. Your gut can't price a 40-SKU line through a margin squeeze. The spreadsheet that got you here won't get you through an exit.
These are high-leverage decisions with a short window. Get the financial strategy right and you raise on better terms, sell for more, or fix the margin before it compounds. Get it wrong and it follows the business for years.
Where CPG advisory earns its keep
Fundraising strategy and diligence. The model, unit economics, cap-table math, and a data room that holds up — so you raise on your terms, not the fund's.
Exit and M&A readiness. Clean, defensible financials and the margin and cash story a buyer pays a premium for. We prepare the books and the narrative before diligence starts, not during.
Pricing and margin overhauls. Rebuild pricing around true landed cost and contribution margin by SKU and channel when inflation, trade spend, or a new retailer changes the math.
Working capital and turnaround. When cash is tight, a clear-eyed plan for the inventory cycle, vendor terms, and the levers that actually free up cash.
Systems and finance-function build-out. The right stack and processes to run a growing CPG brand — ERP/inventory selection, chart of accounts, close process.
Project-based, senior, done-with-you
Advisory is engagement work with a defined goal and a finish line — a raise, an exit, a pricing reset, a cleanup. Senior people, hands on the work, a clear deliverable. If what you need instead is an ongoing financial leader in the seat month over month, that’s our fractional CFO for CPG work — and many brands use both.
Who it's for
Founder-led CPG and consumer brands facing a defining financial moment — a round, an offer, an expansion, or a reset. Any stage where the decision is bigger than the day-to-day.
$158M+ in CPG revenue under management.
We've been in the room for the raises, the exits, and the hard resets.
FAQ
Questions, answered.
Advisory is project-based — a defined engagement around a specific moment like a raise, an exit, or a pricing overhaul, with a clear deliverable and a finish line. A fractional CFO is an ongoing financial leader embedded in the business month over month. Many brands use both.
Yes — fundraising strategy, diligence data rooms, exit readiness, and the financial narrative buyers and investors expect are core advisory engagements.
Yes. Rebuilding pricing around true landed cost and contribution margin by SKU and channel is one of the most common advisory projects we run.
We scope to the goal and the timeline. A consultation is the fastest way to define the work and get a real number.
Got a defining moment coming up? Let's get the strategy right.
Book a free consultation and we'll scope the engagement to the decision in front of you.