Land a major retailer
Model the terms, chargebacks, and inventory build, and make sure the co-packer and 3PL can ship it.
The retailer, the launch, the raise. A strategic CFO and experienced Operating Partners for founder-led beauty, food, beverage, and wellness brands, making sure you have the cash and the operations to pull it off.
Senior finance and operating judgment, working as one team.
Models the cash need. Can't fix the co-packer, the inventory plan, or the fulfillment bottleneck that's driving it.
Fixes the plant or the warehouse. Can't tell you what it does to cash, margin, or your lender covenants.
Strategic finance and hands-on operating experience in one team, working from one plan that's both funded and executable.
Every big move is a finance decision and an operating decision at the same time. We handle both sides.
Model the terms, chargebacks, and inventory build, and make sure the co-packer and 3PL can ship it.
Price it for margin, plan the first run, and fund the inventory before it sells through.
Compare true landed cost, onboard the new partner, and protect supply during the move.
Amazon, DTC, wholesale, or a new region, with channel profitability and fulfillment set up to match.
A model that reconciles to reality, an operating plan that backs it, and materials that hold up.
Size the working capital need and line up the right financing before you need it.
Pricing, COGS, and SKU mix, so each new dollar of revenue earns more than the last.
Clean numbers, a credible plan, and operations a buyer will pay for.
These are the moments that make a brand, and they stall on cash or capacity. Most brands only have help with one of them.
Inventory, retailer terms, and launches absorb cash faster than sales replace it, and nobody can say with confidence how much runway you really have.
New doors, new SKUs, or a new channel put pressure on co-packers, inventory, and fulfillment, and every one of those decisions changes the cash plan.
Investors, lenders, and buyers want a model that reconciles to reality. That includes an operating plan that can actually be executed.
Five layers that all have to hold for a growth move to work. Finance owns some and operations owns others, but they move together. Growth usually stalls at one weak layer. We find it and fix it first.
A focused, fixed-fee engagement. We test every layer of your Growth Stack against your next move, then answer two questions together: how much money it really needs, and whether your operations can deliver it.
Strategic CFO with 15+ years leading finance in founder-led and private-equity-backed consumer, beauty, wellness, food & beverage, and manufacturing businesses. As the first in-house finance hire at a founder-led food, beverage, and supplement brand, he helped deliver +10 points of gross margin and +31% EBITDA. As head of FP&A at a $300M+ global beauty brand, he worked through a $2.5B equity deal and a $650M term loan.
Our Operating Partners have run operations, supply chain, and fulfillment at founder-led food, beverage, and wellness brands. Their experience includes building and selling a fulfillment company, onboarding new co-manufacturers, launching and reformulating products, and opening distribution centers.
We aren't a network assembled for a pitch deck. Our core team first worked together scaling Moon Juice.
Two minutes. A few sentences about the business and what's ahead is enough.
We'll pressure-test the move, point to the layer most likely to hold you back, and tell you honestly whether we're the right fit.
If it makes sense, you get a written scope and a fixed fee before any work starts.
A 20-minute call. You tell us the growth move you're planning. We pressure-test it against the Growth Stack, point to the layer most likely to hold you back, and tell you honestly whether we're the right people to help. No obligation.
We make sure it's covered. If you already have a bookkeeper, controller, or accounting firm, we work alongside them. If you don't, we'll help you get the right one in place, so your numbers and your plan run as one system.
Senior people only. Amer leads the finance work, and an Operating Partner leads the operations work. No junior analysts learning on your account.
No. We work alongside your founders and leaders, and leave them with the plans, models, and operating rhythm to keep going without us.
Everything from pre-revenue brands getting ready to launch to established brands with a meaningful next step ahead. That step might be a first production run, a raise, a major retailer, a new channel, an expansion, or a transaction.
The diagnostic is a fixed fee, scoped before we start. Ongoing advisory is priced monthly based on scope. You'll always know the cost up front.
Tell us what's ahead. We'll reply within one business day to set up a free 20-minute growth review.