Fractional CFO for Beverage Brands

Investor-ready financial leadership — without the full-time hire.

You didn’t start this business to build financial models or analyze trade spend. You started it to make a great product, build a brand people love, and grow.

We’ll help you do just that — by turning your financials into a growth engine, optimizing margins, and preparing you for the big opportunities: fundraising, retail expansion, and acquisition.

✅ Growth-Driven Financial Strategy
✅ Investor & Retailer-Ready Reports
✅ Exit & Valuation Planning

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Great Brands Aren’t Built on Guesswork — They’re Built on Great Numbers.

Scaling a beverage brand is more than selling more cans or bottles — it’s knowing which products, channels, and promotions are actually driving profit.

Our Strategic Finance Services give you CFO-level guidance tailored to beverage brands, so you can make smarter decisions, raise capital confidently, and build a brand buyers want.

Free Resources for Business Owners

The 49 Numbers Every Beverage Brand Should Track

Most brands track revenue. The smart ones track the forty nine numbers that actually drive growth, margins, and valuation. We’ll show you what they are — and keep your books aligned with the metrics that matter most.

Download the Guide

Here’s How We Help Beverage Brands Scale Smarter

Strategy Session

We dive into your brand’s goals, review your financials, and identify the key drivers — and roadblocks — to growth, profitability, and valuation.

Financial Modeling & Optimization

We refine your numbers — building forecasts, margin analysis, and cash flow models tailored to how investors, retailers, and strategic buyers evaluate your business.

Ongoing CFO-Level Guidance

Each month, you get investor-ready financials and proactive strategic insights — so you can make smarter decisions, pitch with confidence, and stay on track toward your next big milestone (whether that’s fundraising, retail expansion, or acquisition).

What You Get — and How It Feels

Strategic Financial Planning

Feel confident about every decision. We build forecasts, growth models, and margin-improvement plans so you can scale intentionally — not reactively.

Fundraising & Investor Prep

Feel ready for every pitch. From financial decks to due diligence, we make sure your numbers tell the right story — whether you’re raising from angels, VCs, or strategic investors.

Profitability Optimization

Feel in control of your margins. We analyze COGS, trade spend, and pricing by SKU, channel, and pack size — so you know exactly where to improve profits.

Cash Flow & Working Capital Management

Feel secure about your runway. We forecast cash flow, optimize payment terms, and ensure you always have the working capital to fund production and growth.

Exit & Valuation Strategy

Feel prepared for the big opportunity. Whether acquisition or strategic partnership is on your horizon, we’ll position your financials to maximize valuation and buyer confidence.

Dedicated Strategic Finance Partner

Feel backed by expertise you trust. You get a seasoned beverage finance expert who knows your margins, distributor deductions, and trade spend — not a generic consultant.

Build for Beverage Brands - Not Genetic Businesses

At CREI, we don’t do generic finance consulting. We understand:

Distributor Deductions (and how to keep them under control)
Trade Spend ROI (and how to spend smarter)
COGS & Packaging Economics (and how to improve margins)
Retail & DTC Growth Models (and how to scale them in tandem)

Whether you’re prepping for Whole Foods, scaling through UNFI, or aiming for acquisition, our strategic finance services are designed to get you there faster — and with fewer mistakes.

Pricing — Scaled to Your Stage

Starter Package

$250

/hour

<$1M in annual revenue

Growth Package

$295

/hour

$1M–$5M in annual revenue

Enterprise Package

$325

/hour

$5M+ in annual revenue

Starter Monthly Package

$12K

/month

<$1M in annual revenue

Growth Monthly Package

$18K

/month

$1M–$5M in annual revenue

Enterprise Monthly Package

$25K

/month

$5M+ in annual revenue

Ready to Turn Your Numbers Into a Growth Strategy?

Schedule a Free Consultation

No fluff, no pressure — just expert financial insights and a clear plan to scale your brand, raise capital, or prep for acquisition.