Our Perspective
Insights and resources to help you navigate the complexities of your business.
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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.
Estate Winery vs. Virtual Winery: A Cost Comparison for Winery Owners
Compare the costs of running an estate winery versus a virtual winery brand. Learn the differences in overhead, production, and more for winery owners.
Farming a Vineyard vs. Outsourcing to a Vineyard Management Company: A Cost Comparison
Compare the costs of farming your own vineyard versus outsourcing to a vineyard management company and discover the key differences for winery owners.
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.
Fundamentals of a Monthly Close Process: A 101 Guide
Curious about the fundamentals of monthly close? Understand the basics of a monthly close process to enhance your financial accuracy and operational efficiency.
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.