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Financial Modeling & Variance Analysis

The numbers behind smarter decisions, stronger margins, and faster growth.

You didn’t start this business to live in spreadsheets. But if you want to grow, raise capital, or sell one day — you need financial models that work as hard as you do.

We’ll build investor-grade financial models and detailed variance analysis so you know what’s driving profit, where you’re bleeding cash, and how to scale strategically.

Growth & Margin Optimization
SKU-Level Variance Analysis
Investor-Ready Forecasts & Scenarios

Great Brands Don’t Rely on Guesswork — They Rely on Models That Work.

Your books tell you what happened. Financial modeling & variance analysis tell you what to do next.

We translate your financials into clear insights, forecasts, and action plans so you can:

  • Predict profitability before scaling a new channel

  • Spot COGS and trade spend leaks early

  • Plan inventory and working capital with confidence

  • Present investor-ready forecasts that inspire trust

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.

Here’s How We Help Beverage Brands Scale Smarter

What You Get — and How It Feels

Investor-Grade Forecasts

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Feel confident planning growth. We build models designed for boardrooms, buyers, and investors — so your numbers tell a clear, compelling story.

SKU & Channel Variance Analysis

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Feel in control of your margins. We break down performance by SKU, channel, and pack size — showing you exactly what’s driving profit and where to adjust.

Trade Spend & COGS Clarity

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Feel empowered to spend smarter. Our variance tracking highlights promotional ROI and COGS changes, helping you plug leaks before they drain your cash.

Scenario Planning

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Feel prepared for every “what if.” Whether you’re launching a new product, entering a retailer, or raising capital, we build multiple scenarios so you can plan with confidence.

Cash Flow & Working Capital Insights

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Feel secure about your runway. We forecast cash flow and working capital needs, so you can fund production, promotions, and growth without running into surprises.

Dedicated Strategic Finance Partner

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Feel supported by someone who gets your industry. We know your distributors, promotions, and beverage margins — and we tailor every model to how buyers, retailers, and investors think.

Build for Beverage Brands - Not Genetic Businesses

At CREI, we specialize in beverage finance — COGS by the can, trade spend by the promo, and margin by the channel.

Whether you’re prepping for Whole Foods, scaling through UNFI, or building toward acquisition, our financial modeling and variance analysis give you the roadmap to get there faster — and more profitably.

Pricing — Scaled to Your Stage

Starter Package

$220

/hour

<$1M in annual revenue

Growth Package

$250

/hour

$1M–$5M in annual revenue

Enterprise Package

$350

/hour

$5M+ in annual revenue

Ready to Know Your Numbers — and What to Do With Them?

Schedule a Free Consultation

No pressure — just actionable insights and a clearer path to growth.