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Maximize Your Beverage Brand’s Value — Expert Financial Strategies for a Lucrative Exit

At CREI, we empower beverage brands with robust financial infrastructure, strategic foresight, and operational excellence—ensuring your business thrives and commands top-tier valuations.

More Than Just Numbers—Strategic Insights for Beverage Brands

From preparing for your Series A to orchestrating a seamless transition or IPO, our advisory services deliver the granular industry expertise that companies demand. Think of CREI as an extension of your executive team — anticipating challenges and optimizing opportunities long before your eventual acquisition.

The Financial Blueprint: Your Framework for a High-Value Exit

Our Financial Blueprint transforms your routine accounting tasks into a strategic growth engine. Built on beverage industry benchmarks and best practices, this system reverse-engineers your exit goals—ensuring each financial decision contributes to a compelling acquisition story.

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Strategic Playbooks: Tactical Guidance for Beverage CFOs

Our Strategic Playbooks break down your day-to-day operations into actionable steps. From ingredient sourcing and production costs to distribution strategies, these guides keep your team aligned with long-term objectives — fueling investor confidence and ensuring your brand stands out to major beverage conglomerates.

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Focus on Innovating Your Beverage Portfolio—We’ll Handle the Financial Architecture

Spend your time driving brand loyalty, optimizing flavor profiles, and enhancing distribution networks. Let CREI take charge of your financial infrastructure—streamlining accounting, forecasting, and reporting—so you can scale efficiently and maximize your valuation potential.

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Smart Pricing. No retainers. No friction.

$0.01

/ bottle

At CREI, we believe pricing should reflect partnership—not pressure. That’s why we’ve eliminated high retainers and replaced them with a simple, transparent model: $0.01 per bottle produced. As your brand scales, you unlock more advanced financial services, ensuring our support grows with your ambitions.

Whether you’re just starting out or preparing for a high-stakes acquisition, CREI’s gamified pricing structure aligns our incentives—we only grow when you do. From foundational insights to full-scale CFO-level support, every tier is designed to deliver ROI, clarity, and momentum.

No hidden fees. No one-size-fits-all. Just strategic finance that meets you where you are—and takes you where you’re going.

Tier 1: Launch

Access CREI’s annual finance report, interactive benchmarks, financial bootcamp, and automated self-assessment tools that identify hidden margin risks and compare your performance against startup peers — all capped with a quarterly strategy session with our Managing Partner.

Up to 50,000 bottles / month

Tier 2: Build

Unlock automated dashboards, weekly financial pulse reports, margin analytics, and cost library access — plus expert KPI reviews, diagnostic tools that detect COGS inefficiencies, and performance rankings that show how you stack up against the competition.

50K - 500K bottles / month

Tier 3: Scale

We deliver granular SKU and channel analysis, budgeting and forecasting models, strategic financial workshops, and a capital-aligned Financial Blueprint—enhanced with investor simulation tools, valuation predictions, and investor-ready financial storytelling.

500K – 2M bottles / month

Tier 4: Optimize

We fully manage your accounting, custom dashboards, capital strategy, and 1:1 advisory — while preparing you for capital raises with investor decks, scenario models, board-style reviews, exit simulations, and an on-demand CFO on your side.

2M - 10M bottles / month

Tier 5: Exit

From financial modeling to pitch decks, tax strategy, deal-room prep, investor targeting, and real-time simulation of acquisition terms, CREI delivers elite CFO-level execution and negotiation support—without the cost or friction of traditional M&A firms.

10M+ bottles / month

Individual Services

CFO Services

Our CFO Services give beverage companies a competitive edge by aligning financial strategy with operational imperatives. From optimizing production costs to leveraging distribution efficiencies, we help CFOs demonstrate tangible ROI and prepare for high-stakes opportunities—whether scaling for growth or positioning for an acquisition by a major beverage conglomerate.

Financial Modeling and Variance Analysis

Gain clarity in a fast-paced beverage market. Our advanced modeling pinpoints the financial impact of everything from new product lines to seasonal demand fluctuations. By surfacing critical gaps and trends, your leadership can act swiftly—maximizing profitability and maintaining investor confidence.

Financial Planning and Analysis

Transform raw data into strategic levers. We decode complex beverage industry dynamics—such as ingredient price volatility and distribution channel shifts—to guide informed decision-making. The result: sustained revenue growth, smarter market expansion, and stronger buy-in from stakeholders.

Transaction Advisory

When it’s time to consider mergers, acquisitions, or an IPO, our transaction advisory services ensure you’re fully prepared to command premium valuations. Drawing on deep industry insights, we help you navigate complex negotiations, structure deals that maximize shareholder value, and position your brand as a prime target for top-tier buyers.

Auditing and Tax Preparation

Establish unshakable financial credibility. Our auditing and tax solutions focus on compliance and strategic tax optimization specific to the beverage sector—helping you demonstrate strong governance to prospective investors and unlock potential savings that can significantly boost overall valuation.

Bookkeeping

A rock-solid financial foundation starts here. Our bookkeeping services maintain meticulous, up-to-date records, ensuring your CFO team has reliable data to drive decisions. By seamlessly integrating into your existing workflows, we help you steer growth strategies with confidence and clarity.

Frequently asked questions

How does CREI help increase my brand’s valuation before an acquisition?

We reverse-engineer your exit from day one. Using beverage-specific benchmarks, capital modeling, and acquisition simulations, we align your financials with what buyers and investors care about most—growth velocity, margin health, and market defensibility. Our system doesn’t just prepare your books; it prepares your brand to stand out in competitive bidding environments.

What makes CREI different from a traditional accounting firm or fractional CFO?

Traditional firms often focus on tax, audit, and historical reporting. At CREI, we complement that foundation with a forward-looking approach tailored to high-growth beverage brands. Our team provides scenario planning, financial modeling, and capital readiness support designed specifically for companies preparing to raise capital or explore strategic exits. We work alongside your leadership team to help you align financial operations with long-term business goals.

We already have a CFO — can CREI still help?

Absolutely. We act as your CFO’s strategic power-up—bringing specialized playbooks, valuation simulations, and capital raise tools they can use immediately. For high-growth brands, it’s not about replacing your CFO; it’s about giving them a deep bench to prepare for rapid expansion, investor scrutiny, and a liquidity event.

What kind of results should I expect working with CREI?

CREI is built to help beverage brands gain greater financial clarity and confidence as they scale. Our services are designed to support informed decision-making around pricing, cost management, capital allocation, and strategic growth. By focusing on the financial levers that matter most to investors and acquirers, we help position your business for key milestones like fundraising or exit planning—even if you’re not there yet.

Why is the $0.01 per bottle pricing model better than a flat fee or retainer?

Because it aligns our incentives with your success. You’re not paying for time—you’re paying for outcomes. As you scale, we scale with you. Whether you’re producing 10,000 bottles a month or 10 million, our services expand to match your needs — delivering CFO-level strategy without CFO-level overhead.

Ready to Elevate Your Beverage Brand’s Potential?

Contact us today to learn how CREI’s specialized financial solutions can help you optimize value, mitigate risks, and prime your organization for a successful transition—all while you continue innovating the next big beverage breakthrough.

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