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Insights and resources to help you navigate the complexities of your business.
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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.
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.
Working Capital for Production: What Are Your Options?
Discover options for securing working capital to support production in your winery or emerging CPG brand and explore financing solutions tailored to your needs.
Budget vs. Forecast: Understanding the Differences and Knowing When You Need Both
Learn more about the differences between a budget and a forecast, and discover when your winery or CPG brand needs each to stay on track financially.
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.
How to Use ChatGPT for Accounting and Finance
Learn how to use ChatGPT for accounting and finance tasks, including automating processes, enhancing decision-making, and improving financial management.
From Vine to Bottle: Streamlining Inventory Management for Wineries
Optimize your winery's efficiency with advanced wine inventory management systems. Learn key strategies for seamless production from vine to bottle.
Federal Excise Tax for Wineries: What You Need to Know
Learn about federal excise tax for wineries, including rates, filing requirements, and payment processes. Stay compliant and avoid penalties with this guide.
From Rules to Results: Leveraging Compliance Services for Success
Discover how compliance services can transform regulatory challenges into business successes. Learn effective strategies to ensure compliance and drive growth.
The Hidden Costs of Negative Inventory on Your Winery
Ever wondered why profits aren't matching sales? The culprit might be hidden in your inventory records. Discover the hidden costs of negative inventory and how to tackle them head-on.
Navigating State Sales Tax for Direct-to-Consumer (DTC) Sales
Learn how to navigate state sales tax for direct-to-consumer (DTC) sales, including compliance requirements, common challenges, and best practices for your winery.
Mastering Inventory Costing: Strategies for Accurate Financial Management
Discover effective strategies for mastering inventory costing to ensure your financial management is accurate and efficient. Learn the best practices today.
Mastering Inventory Reconciliation: A Step-by-Step Guide
Discover how to master inventory reconciliation in our comprehensive guide. Learn how it plays a crucial role in your business's financial health.
Advanced Strategies for Efficient Inventory Management
Explore advanced strategies for efficient inventory management and find out how to boost your company's efficiency with expert tips and insights.
Understanding How Much You Can Pay a Salesperson
A fair and motivating sales compensation plan pushes your team to excellence and creates loyalty among your employees. This brief guide demystifies salesperson pay and provides insight into structuring winning compensation plans for winery and specialty food businesses.
Structure Your Sales Compensation to Drive CPG Growth
Learn how to develop a sales compensation plan that not only attracts top talent but also aligns with your company’s financial goals. Discover the balance between base salaries, commissions, and bonuses to drive growth and retain high performers in the competitive CPG sector.