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Insights and resources to help you navigate the complexities of your business.
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How to Build a Stores & Doors Sales Model
Maximize retail success with a Stores & Doors sales model. Learn how to track performance, set growth targets, and align sales with operations for sustainable CPG brand growth.
File Your Beneficial Ownership Form
Navigate the new beneficial ownership filing requirements with ease. Learn what beneficial ownership means, why it matters, and the steps to file your form before the January 1, 2025, deadline.
Choosing the Right Beverage Alcohol Compliance Provider
Navigating the intricate world of beverage alcohol regulations can be overwhelming, but the right compliance provider transforms it into a smooth process. Learn how to select a partner who will protect and elevate your winery's operations.
Should Your Winery Lease or Buy Barrels?
Should your winery lease or buy barrels? Explore the financial and operational implications of each option, and find the best strategy for your wine production goals.
Budget Tips from CPG Finance Pros
Master budgeting for your CPG brand with insights from seasoned finance pros. Learn to build realistic forecasts, manage cash flow, and plan for growth effectively.
How to Manage Cash When Funds Are Short
When cash is tight, managing cash flow effectively is critical. Learn actionable strategies to assess your finances, reduce costs, and explore creative financing options to keep your business afloat and resilient.
How to Build a Brand That Could Be Sold
You didn’t start your winery to sell it, but building a brand with an exit strategy in mind ensures your hard work pays off. Discover how to create a scalable, marketable winery brand that buyers can’t resist while protecting your legacy.
Top 5 Questions Lenders Ask CPG Brands Before Granting a Loan
Discover the top 5 questions lenders ask CPG brands before granting a loan. Learn how to prepare data-driven responses and strengthen your financial foundation for success.
How Much Should You Spend on Trade Spend?
Learn how much to budget for trade spend and how to optimize your investments in promotions, discounts, and retailer support to drive sales for your CPG brand.
What Do Investors Look for in CPG Brands?
Learn what investors seek when evaluating CPG brands, from projected financial performance and product-market fit to scalability and team strength.
Why Your Accountant Needs to Be a CPG Expert
Learn why working with an accountant who specializes in CPG brands is critical to your business success, from COGS and networking to cash flow and inventory.
How to Structure Your Chart of Accounts as a CPG Company
Learn how to properly structure your chart of accounts as an emerging CPG brand to streamline your businesses' financial management and improve decision-making.
How to Calculate Breakeven for a CPG Company
Learn how to calculate the breakeven point for your CPG brand. Discover key formulas and examples to determine when your business becomes profitable.
How to Extend Your Cash Runway as an Emerging CPG Brand
Learn practical strategies for extending your cash runway while fueling growth as an emerging CPG brand. Discover tips to optimize spending and raise capital.
Annual Finance & Accounting Checklist: A Guide for Winery Owners and Emerging CPG Brand Founders
Keep your business financially prepared with this comprehensive annual finance and accounting checklist. Get tips to maintain financial health and compliance.
Why Budget to Actual Variance Analysis Is Crucial for Financial Health in Wineries and CPG Brands
Learn about why budget to actual variance analysis is key to maintaining financial health and optimizing operations for wineries and emerging CPG brands.
The 5 Most Important QuickBooks Online (QBO) Reports for CPG Finance
Wondering which QuickBooks Online reports to pull? Learn about the top 5 QBO reports that are essential for financial management in emerging CPG brands.
How to Use ChatGPT for Marketing Your CPG Brand
Learn how to use ChatGPT for marketing your CPG brand. Discover how to boost customer engagement, create compelling content, and drive sales using AI.
The HR Handbook for Emerging CPG Brands
Discover essential HR strategies and learn how to manage your team, comply with regulations, and create a positive workplace culture with our HR handbook.
Contribution Margin 101: A Guide for Winery Owners and Emerging CPG Brand Founders
Learn about the basics of contribution margin, including why it's important for your business and how it can help you make informed financial decisions.