If the Business Growth Package helps you scale, the Exit Preparation Package helps you capitalize. Built on everything in the Business Growth Package, this tier is designed for beverage companies seeking to maximize valuation, streamline investor engagement, and de-risk the path to exit.
Designed for Beverage Brands Preparing for Acquisition or IPO
Monthly Fee of $40,000
Includes Everything in the Business Growth Package
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Automated bookkeeping optimized for beverage workflows
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Custom core financials and variance reporting
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In-depth forecasting with real-world variables
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Monthly advisory workshops
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Real-time SKU and channel-level dashboards
Plus, advanced tools to prepare your company for the next big move
Financial Blueprint
What’s New:
A detailed roadmap aligning capital structure, debt ratios, and governance best practices with your M&A or IPO milestones.
Immediate Impact:
Benchmark metrics like EBITDA margins and working capital turns to make your business more attractive—and more valuable—to investors.
Advanced Financial Modeling
What’s New:
Robust scenario planning for product launches, multi-market expansion, and distribution partnerships—driven by investor expectations.
Immediate Impact:
See the potential ROI—or risk—before you commit, giving your CFO the foresight to bolster confidence and avoid costly mistakes.
Cash Flow & Working Capital Optimization
What’s New:
Predictive analytics that alert you to upcoming inventory issues, paired with cash unlock strategies for leaner operations.
Immediate Impact:
Lower borrowing costs. Faster working capital turns. Stronger liquidity that shows up in your financials—and in investor conversations.
Investor & Board-Ready Documentation
What’s New:
Custom-built pro forma statements, valuation primers, and sector-specific pitch decks that speak the language of institutional investors and beverage conglomerates.
Immediate Impact:
Present materials that accelerate fundraising or acquisition timelines, and shape how potential buyers or investors perceive your value.
Dedicated Partner CFO
What’s New:
Monthly 1-on-1 strategy sessions with a senior CFO who understands your capital strategy and exit goals inside and out.
Immediate Impact:
A second brain and trusted partner to help you navigate complexity, uncover hidden value, and keep your exit journey on course.
Is Your Brand Ready to Exit on Your Terms?
Whether you’re preparing to raise capital, sell to a strategic buyer, or go public, our Exit Readiness Package gives you the financial infrastructure and insights to make it happen—with clarity, confidence, and speed.
Schedule a consultation to learn how the Exit Preparation Package can position your beverage brand for the next stage of growth—or a successful exit.
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