Financial Planning and Analysis to Make Smarter and Faster Decisions

By understanding the unique dynamics and challenges of the wine and specialty food industries, we can provide valuable insights and ensure that crucial budget line items are not overlooked. Our budgets provide insights into when your cash reserves may be at their lowest, enabling you to plan accordingly and take appropriate action to maintain solid financial footing.

Budget-to-actual variance analysis serves as a tool for improving your financial planning and decision-making processes. By understanding the reasons behind the variances you can take action to address gaps or capitalize on favorable trends.

We compare key performance indicators, such as gross margin, with industry benchmarks and anonymized peer data to understand how your business stacks up, giving you valuable insights into your competitive position and identify areas for improvement.

Our data-driven approach empowers you to make informed decisions. For example, we analyze your gross margin by channel to provide you with a clear understanding of the profitability of each sales channel. You gain valuable insights into customer preferences, market dynamics, and sales performance, enabling you to make strategic decisions that drive growth and maximize profitability.

We have established strong partnerships with a diverse range of lenders and financial institutions. These partners offer various types of debt facilities, including lines of credit, inventory loans, and receivable loans. Leveraging our network, we connect you with the right capital providers who understand the unique needs of wineries and specialty food brands.