Turn Intelligence Into Profit, Efficiency, and Endurance.
CREI helps governments, enterprises, and institutions make faster, smarter, and more profitable decisions — by connecting FP&A, simulation, and planning into one intelligent operating system.
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.
Model the Whole Business. Move the P&L.
With Logyc Sphere’s end-to-end modeling and simulation platform, CREI’s financial advisors overlay your P&L directly onto real operations—sourcing, production, inventory, logistics, and channels—to expose missing data, pinpoint risks, and surface opportunity like never before. We run real-time “what-if” scenarios (price, pack, promo, capacity, freight) to show clear GTN and contribution impact before you commit, then turn those insights into weekly decisions and measurable results—no new tools for your team.
The Financial Blueprint: Your Framework for a High-Value Exit
Strategic Playbooks: Tactical Guidance for CPG Industry 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 Fortune 500 CPG enterprises.
Focus on Innovating Your CPG Portfolio — We’ll Handle the Financial Architecture
Traditional Financial Services
Our CFO Services give consumer packaged goods (CPG) 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 Fortune 500 CPG enterprise.
Gain clarity in a fast-paced consumer packaged goods (CPG) 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.
Transform raw data into strategic levers. We decode complex consumer packaged goods (CPG) 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.
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.
Establish unshakable financial credibility. Our auditing and tax solutions focus on compliance and strategic tax optimization specific to the consumer packaged goods (CPG) sector — helping you demonstrate strong governance to prospective investors and unlock potential savings that can significantly boost overall valuation.
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.
Frequently asked questions
How does CREI help increase my brand’s valuation before an acquisition?
We reverse-engineer your exit from day one. Using CPG-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 consumer packaged goods (CPG) companies. 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 consumer packaged goods (CPG) companies 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 product breakthrough.