I HELP CPG founders scale to over $50M revenue
Less than 1% of CPG businesses reach $50 million. Even after hitting $10 million, fewer than 1 in 5 go any further. That gap is usually down to overlooked financial strategy, inefficient processes, and no real operating system.
I help make sure that doesn't happen to you.
You will feel more confident and in control of your finances and operations, so you can focus on what matters most — building your brand.
If you are ready to take the next step, contact me below.
Does this sound like you?
“I’m not sure how much runway I have until I need more funding.”
“I’ve just received funding and need to prepare monthly updates.”
“I need help building out a detailed Revenue model.”
“I want to make sure I’m maximizing my valuation for the next funding round".
“I need to create trackable KPIs to support my forecast.”
“I’m too busy working on tasks I should be delegating.”
“I want to understand the impact of different scenarios.”
“I can’t take a vacation; my business can’t run without me”
“I’m worried if we grow too quickly the structure will break.”
“I need help creating the Board pack.”
I can help you create a financial strategy built on an operating system that supports your company vision.
I can HELP you achieve…
Clear, Actionable ReporTS
Set up reporting for accurate insights that enable better decision-making aligning financial strategies with operational performance.
Improved ValuationS
Optimize resource allocation and identify opportunities to maximize value which often means balancing costs with growth.
Streamlined Processes
Eliminate inefficiencies, document routine workflows, reducing time spent on low-value tasks.
Delegation Confidence
Be confident your team can take ownership of day-to-day operations, allowing you to focus on growth, innovation, and long-term strategy.
Scalable Systems
See around corners and build a foundation that supports your growth by ensuring your operations and finances can adapt as your business expands.
Peace of Mind
Know that your business is running smoothly with systems in place to support consistent performance and accountability. Find time for that vacation to recharge!
FAQs
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I can support businesses of all sizes.
I can help create and manage your financial reporting and operating systems, or if you have a team in place, I can help advise you and your team.
Please reach out for a call to learn more.
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I specialize in CPG companies with specific expertise in drink brands.
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I do not offer bookkeeping services.
However, I work with, and can help onboard an outsource finance solution that will be suitable for up to $50m in revenues.
“Phil has been a finance partner for Olipop since we launched in 2018. His support has been invaluable through all stages of our growth, and he has played a key role in helping us evolve into the company we are today. ”
David Lester, Founder, Olipop
