By choosing CREI, you’re not just hiring an individual—you’re partnering with a dedicated team of financial experts who bring the collective industry expertise. We have seen and solved the toughest financial challenges across numerous industries, allowing us to quickly identify and adapt to regulatory changes and best practices. Unlike a traditional CFO, whose effectiveness is limited by individual experience and may lag behind rapid industry shifts, CREI delivers a proactive, strategic approach. We ensure your company is always ahead of the curve, empowering you to lead with confidence rather than constantly reacting to crises.
Craft Your Beverage Brand. Cash Out Big.
From financial clarity to M&A readiness—we help you build a business buyers want to acquire.
More Than Just Numbers—Strategic Insights for Beverage Brands
From securing A-Round financing to navigating acquisitions or IPOs, we provide the deep industry expertise that beverage executives need. Think of us as your long-term strategic partner, helping you craft a thriving enterprise at every stage—months or even years before your planned exit.
Automate your growth
3:45 duration
Blueprint for Financial Excellence: Your Roadmap to a Successful Exit.
Playbooks for Strategic Execution: Your Tactical Guide to Beverage Industry Success
Our Playbooks offer clear, step-by-step tactics to revamp your financial operations. Drawing on proven best practices, they ensure your day-to-day actions support your long-term goals, keeping your team laser-focused on growing a beverage brand that’s primed for a high-value exit.
Focus on Scaling Your Beverage Brand — Leave Accounting to Us
Packages designed for your business
Save 25%
Launch & Growth Package
$20,000/ month
Accounting & Bookkeeping
Full setup of your accounting system, automated transaction management, and timely bookkeeping
Core Financials
Detailed monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Budgeting & Forecasting tools to ensure you’re always one step ahead
Data-Driven Advisory
Basic CFO guidance sessions to interpret financial data and identify quick wins
Tailored KPIs and dashboards geared toward
Exit Readiness Package
$40,000/ month
Everything in Launch & Growth, plus:
Financial Blueprint
Reverse-engineer best practices to align your financial roadmap with a future exit event, be it an acquisition or IPO.
Advanced Financial Modeling
Detailed scenario models (growth, distribution expansions, new product lines) to highlight risks and ROI.
Cash Flow & Working Capital Optimization
Proactive strategies to maintain healthy inventory levels and prepare for seasonal demand spikes.
Investor & Board-Ready Documentation
Polished pitch decks, pro forma statements, and due diligence checklists for institutional investors.
Dedicated Partner CFO
Enhanced CFO advisory for monthly strategy sessions, leadership on capital strategy, and alignment with industry-specific regulations.
Exit & Transition Package
$60,000/ month
Everything in Scale & Exit-Readiness, plus:
Execution Playbooks
Proprietary, step-by-step guides to streamline operations, maximize EBIDTA, and boost valuation before an exit.
Enhanced Tax Strategy & Compliance
Advanced multi-state/national tax planning, R&D credits, and entity structuring to minimize liabilities and unlock savings.
Internal Controls & Process Optimization
Best-in-class governance to mitigate fraud risks, strengthen security, and instill investor confidence.
High-Touch CFO Advisory
A dedicated CFO lead on all investor calls, negotiation support, and customized M&A or IPO guidance.
Strategic M&A & Transition Management
Deal-room setup, synergy assessments, and post-deal integration frameworks to ensure a smooth transition.
Launch & Growth Package
$180,000/ year
Accounting & Bookkeeping
Full setup of your accounting system, automated transaction management, and timely bookkeeping
Core Financials
Detailed monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Budgeting & Forecasting tools to ensure you’re always one step ahead
Data-Driven Advisory
Basic CFO guidance sessions to interpret financial data and identify quick wins
Tailored KPIs and dashboards geared toward
Exit Readiness Package
$360,000/ year
Everything in Launch & Growth, plus:
Financial Blueprint
Reverse-engineer best practices to align your financial roadmap with a future exit event, be it an acquisition or IPO.
Advanced Financial Modeling
Detailed scenario models (growth, distribution expansions, new product lines) to highlight risks and ROI.
Cash Flow & Working Capital Optimization
Proactive strategies to maintain healthy inventory levels and prepare for seasonal demand spikes.
Investor & Board-Ready Documentation
Polished pitch decks, pro forma statements, and due diligence checklists for institutional investors.
Dedicated Partner CFO
Enhanced CFO advisory for monthly strategy sessions, leadership on capital strategy, and alignment with industry-specific regulations.
Exit & Transition Package
$540,000/ year
Everything in Scale & Exit-Readiness, plus:
Execution Playbooks
Proprietary, step-by-step guides to streamline operations, maximize EBIDTA, and boost valuation before an exit.
Enhanced Tax Strategy & Compliance
Advanced multi-state/national tax planning, R&D credits, and entity structuring to minimize liabilities and unlock savings.
Internal Controls & Process Optimization
Best-in-class governance to mitigate fraud risks, strengthen security, and instill investor confidence.
High-Touch CFO Advisory
A dedicated CFO lead on all investor calls, negotiation support, and customized M&A or IPO guidance.
Strategic M&A & Transition Management
Deal-room setup, synergy assessments, and post-deal integration frameworks to ensure a smooth transition.
Individual Services
CFO Services
Aligns financial strategy with business growth and exit planning, ensuring companies scale efficiently while maximizing valuation.
Financial Modeling and Variance Analysis
Build data-driven projections to optimize investment decisions, fundraising strategies, and long-term valuation growth. Detect financial gaps and trends, enabling agile decision-making to maintain growth momentum and investor trust.
Financial Planning and Analysis
Translate financial data into actionable insights that drive revenue growth, market expansion, and investor confidence. Identify profitability drivers and cost efficiencies to strengthen financial positioning and competitive advantage.
Transaction Advisory
Provide expert guidance on mergers, acquisitions, and IPO readiness to secure the most profitable exit.
Auditing and Tax Preparation
Ensures financial transparency, compliance, and strategic tax optimization to enhance valuation, attract investors, and maximize profitability for a successful exit or long-term growth.
Bookkeeping
Maintains accurate financial records to ensure compliance and provide a solid foundation for strategic decision-making.
Frequently asked questions
Do your packages include unlimited hours?
No, our packages include the average number of hours required to service mid-size enterprises with up to $100 million in revenue. Any additional hours are billed at a rate of $150 per hour. We focus on delivering top-quality services by paying competitive salaries to our financial professionals, and our systematic approach combined with intelligent systems enables us to offer superior results at a more affordable cost than maintaining an in-house team.
How fast can you respond to business changes?
With our intelligent systems and experienced team, we pride ourselves on rapid response times, ensuring that any changes or emerging opportunities are addressed promptly and effectively.
How do you integrate with our team and systems?
Our approach is highly collaborative. We work closely with your in-house team, leveraging your current systems while integrating our intelligent platforms to ensure a seamless transition and enhanced overall performance.
What if we need extra support beyond our package?
If your needs exceed the hours included in your package, we can provide additional services billed at a rate of $150 per hour. This ensures you have flexible access to the support you need without compromising on quality.
