Finance Partner for Beverage Brands — From Clean Books to Maximum Valuation
We help beverage founders scale smarter, raise capital faster, and sell for maximum valuation — with investor-ready financials and transaction expertise built for beverage brands.
Start Strong — Bookkeeping
Clean, retail-ready books for scaling brands.
Grow Smarter — FP&A + Modeling
Forecasts and insights to boost margins, track COGS, and prep for growth.
Scale With Strategy — Fractional CFO
Fundraising prep, board-ready reporting, and cash flow strategy.
Exit Ready — Transaction Advisory & Tax
Valuation, M&A guidance, and audit-proof financials.
The Financial Blueprint: Your Framework for a High-Value Exit
Strategic Playbooks: Tactical Guidance for Beverage CFOs
Our Strategic Playbooks break down your day-to-day operations into actionable steps. From ingredient sourcing and production costs to distribution strategies, these guides keep your team aligned with long-term objectives — fueling investor confidence and ensuring your brand stands out to major beverage conglomerates.
Focus on Innovating Your Beverage Portfolio—We’ll Handle the Financial Architecture
Traditional Financial Services
CFO Services
Our CFO Services give beverage companies a competitive edge by aligning financial strategy with operational imperatives. From optimizing production costs to leveraging distribution efficiencies, we help CFOs demonstrate tangible ROI and prepare for high-stakes opportunities—whether scaling for growth or positioning for an acquisition by a major beverage conglomerate.
Financial Modeling and Variance Analysis
Gain clarity in a fast-paced beverage market. Our advanced modeling pinpoints the financial impact of everything from new product lines to seasonal demand fluctuations. By surfacing critical gaps and trends, your leadership can act swiftly—maximizing profitability and maintaining investor confidence.
Financial Planning and Analysis
Transform raw data into strategic levers. We decode complex beverage industry dynamics—such as ingredient price volatility and distribution channel shifts—to guide informed decision-making. The result: sustained revenue growth, smarter market expansion, and stronger buy-in from stakeholders.
Transaction Advisory
When it’s time to consider mergers, acquisitions, or an IPO, our transaction advisory services ensure you’re fully prepared to command premium valuations. Drawing on deep industry insights, we help you navigate complex negotiations, structure deals that maximize shareholder value, and position your brand as a prime target for top-tier buyers.
Auditing and Tax Preparation
Establish unshakable financial credibility. Our auditing and tax solutions focus on compliance and strategic tax optimization specific to the beverage sector—helping you demonstrate strong governance to prospective investors and unlock potential savings that can significantly boost overall valuation.
Bookkeeping
A rock-solid financial foundation starts here. Our bookkeeping services maintain meticulous, up-to-date records, ensuring your CFO team has reliable data to drive decisions. By seamlessly integrating into your existing workflows, we help you steer growth strategies with confidence and clarity.
Introducing
Growth Accelerator Program
$0.03
/ serving
At CREI, we believe pricing should reflect partnership—not pressure. That’s why we’ve eliminated high retainers and replaced them with a simple, transparent model: $0.03 per serving produced. As your brand scales, you unlock more advanced financial services, ensuring our support grows with your ambitions.
Whether you’re just starting out or preparing for a high-stakes acquisition, CREI’s gamified pricing structure aligns our incentives—we only grow when you do. From foundational insights to full-scale CFO-level support, every tier is designed to deliver ROI, clarity, and momentum.
No hidden fees. No one-size-fits-all. Just strategic finance that meets you where you are—and takes you where you’re going.
Tier 1: Launch
Access CREI’s annual finance report, interactive benchmarks, financial bootcamp, and automated self-assessment tools that identify hidden margin risks and compare your performance against startup peers — all capped with a quarterly strategy session with our Managing Partner.
Up to 50,000 servings / month
Tier 2: Build
Unlock automated dashboards, weekly financial pulse reports, margin analytics, and cost library access — plus expert KPI reviews, diagnostic tools that detect COGS inefficiencies, and performance rankings that show how you stack up against the competition.
50K - 500K servings / month
Tier 3: Scale
We deliver granular SKU and channel analysis, budgeting and forecasting models, strategic financial workshops, and a capital-aligned Financial Blueprint—enhanced with investor simulation tools, valuation predictions, and investor-ready financial storytelling.
500K – 2M servings / month
Tier 4: Optimize
We fully manage your accounting, custom dashboards, capital strategy, and 1:1 advisory — while preparing you for capital raises with investor decks, scenario models, board-style reviews, exit simulations, and an on-demand CFO on your side.
2M - 10M servings / month
Tier 5: Exit
From financial modeling to pitch decks, tax strategy, deal-room prep, investor targeting, and real-time simulation of acquisition terms, CREI delivers elite CFO-level execution and negotiation support—without the cost or friction of traditional M&A firms.
10M+ servings / month
Frequently asked questions
How does CREI help increase my brand’s valuation before an acquisition?
We reverse-engineer your exit from day one. Using beverage-specific benchmarks, capital modeling, and acquisition simulations, we align your financials with what buyers and investors care about most—growth velocity, margin health, and market defensibility. Our system doesn’t just prepare your books; it prepares your brand to stand out in competitive bidding environments.
What makes CREI different from a traditional accounting firm or fractional CFO?
Traditional firms often focus on tax, audit, and historical reporting. At CREI, we complement that foundation with a forward-looking approach tailored to high-growth beverage brands. Our team provides scenario planning, financial modeling, and capital readiness support designed specifically for companies preparing to raise capital or explore strategic exits. We work alongside your leadership team to help you align financial operations with long-term business goals.
We already have a CFO — can CREI still help?
Absolutely. We act as your CFO’s strategic power-up—bringing specialized playbooks, valuation simulations, and capital raise tools they can use immediately. For high-growth brands, it’s not about replacing your CFO; it’s about giving them a deep bench to prepare for rapid expansion, investor scrutiny, and a liquidity event.
What kind of results should I expect working with CREI?
CREI is built to help beverage brands gain greater financial clarity and confidence as they scale. Our services are designed to support informed decision-making around pricing, cost management, capital allocation, and strategic growth. By focusing on the financial levers that matter most to investors and acquirers, we help position your business for key milestones like fundraising or exit planning—even if you’re not there yet.
Ready to Elevate Your Beverage Brand’s Potential?
Contact us today to learn how CREI’s specialized financial solutions can help you optimize value, mitigate risks, and prime your organization for a successful transition—all while you continue innovating the next big beverage breakthrough.
Limited to 10 new companies per year