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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.
$158M+ in CPG revenue under management — in the room for the raises and the exits
The problem
A handful of moments where the financial stakes jump an order of magnitude.
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 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.
What we do
Where CPG advisory earns its keep
Senior, project-based engagements scoped to a specific moment — with a clear deliverable and a finish line.
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 — prepared 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. It sits on top of clean CPG accounting.
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 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.
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.