Debt can be a powerful tool for CPG brands—if managed correctly. A well-structured repayment plan ensures cash flow stability and long-term growth. In this guide, we break down a four-step process to assess outstanding debts, forecast cash flow, prioritize payments, and build a financial model that supports smart debt management.

Most wineries default to calendar-year accounting, but this can distort their financial picture. Allocating inventory costs by harvest year provides clearer insights into profitability and cash flow. Learn why this shift is essential for your winery's long-term success.

Scaling your team doesn’t have to drain your budget. Learn three practical, cost-effective strategies for building a hiring ramp that grows with your brand, including how to prioritize key roles and tap into fractional or outsourced talent.

Learn how to confidently present your sources and uses of funds to investors. This guide walks CPG founders through actionable financial planning tips to build trust and secure capital for growth.

Physical inventory counts often get pushed to the bottom of the to-do list—but they’re essential for your CPG brand’s success. These five practical tips will help you motivate your team to prioritize accuracy, boost engagement, and avoid costly errors.

Selling alcohol to bars, restaurants, and event venues is a thrilling growth opportunity—but compliance missteps can derail your plans fast. From verifying liquor licenses to navigating state regulations and promotional rules, staying compliant is the key to sustainable expansion. Learn how to avoid common pitfalls and build strong, lasting partnerships with on-premise buyers.

How much should wineries invest in direct-to-consumer (DTC) marketing? Many winery owners struggle to find the right balance. Drawing insights from SaaS benchmarks, this post explains how to structure a DTC marketing budget, track key performance metrics, and maximize ROI for sustainable growth.

How much should wineries invest in direct-to-consumer (DTC) marketing? Many winery owners struggle to find the right balance. Drawing insights from SaaS benchmarks, this post explains how to structure a DTC marketing budget, track key performance metrics, and maximize ROI for sustainable growth.

The Sprouts Innovation Set promises visibility and market validation for emerging CPG brands, but is it the right fit for your business? In this deep dive, we break down the real costs, potential benefits, and hard-earned lessons from brands that have taken this path. Before you commit, make sure you have the full picture.

Attending trade shows and sampling events can boost your brand's visibility, but they also impact your sales tax obligations. Understanding physical nexus and multi-state tax compliance is essential to avoid penalties and ensure smooth operations. Learn how to navigate trade show tax rules effectively.

Is Expo West worth the investment for CPG brands and wineries? This cost-benefit analysis breaks down registration fees, travel costs, and hidden expenses—plus key benefits like networking, retail placements, and brand visibility. Find out if attending Expo West aligns with your business goals.

Managing inventory seasonality can be a challenge for wineries and CPG brands, especially when cash flow fluctuates. A strong lender relationship provides financial flexibility, helping you bridge cash gaps, secure better financing terms, and scale your business with confidence. Learn how to leverage lender partnerships for long-term growth.

Mastering cash application is essential for emerging CPG brands—it’s the backbone of strong cash flow management. Learn how cash application differs from trade spend and why a streamlined process is critical for financial success.

Sustainable growth is a challenge for emerging CPG brands. To build a profitable strategy, it's essential to integrate go-to-market (GTM) channels into financial models. This guide explores retail, DTC, and food service GTM strategies, highlighting key cost drivers, revenue forecasts, and investment considerations for financial success.

Discover the best approach for your small winery's direct-to-consumer (DTC) sales. Learn the pros, cons, and cost implications of securing your own DTC licenses versus using Vinoshipper. BBG can help you navigate this critical decision to maximize your winery's growth and profit margins.

Discover why GAAP accounting doesn’t impact your tax deductions and how to choose the best accounting method for your business. Learn about GAAP, cash basis, and tax basis accounting and how BBG can guide your financial strategies.

Scaling your business is thrilling, but navigating funding options can feel like a maze. Whether it’s angel investors, crowdfunding, or venture capital, we’re breaking down the pros, cons, and paths to success. Let Balanced Business Group guide your funding journey.

Slotting fees can feel like a major hurdle for emerging CPG brands entering retail. Learn what they are, how they impact cash flow, and practical strategies to handle them without stalling your growth.

Understanding the cash flow challenges of trade spend is crucial for emerging CPG brands. Learn how to align promotional spending with seasonal demand, manage payment delays, and forecast costs effectively to sustain growth and prevent financial strain.

Unlock insights on how much money your brand can borrow from lenders, including key factors like revenue milestones, collateral, and credit history. Learn to prepare a strong loan application, compare lending options, and align financing with business goals.