Scale Without Going Broke: The $1M to $10M CPG Stress Test
Sinuate Media
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Scale Without Going Broke: The $1M to $10M CPG Stress Test
9 просмотров · 10 часов назад
Sinuate Media
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9 просмотров · 10 часов назад
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Most food and beverage founders don't have a revenue problem—they have a financial structure problem. It is the ultimate paradox to look profitable on paper at tax time while constantly bleeding cash and struggling to make payroll. Licensed CPA and fractional CFO Scotty Palmer stepped into the CPG space to solve this exact issue, leveraging his experience from corporate finance at Honey Baked Ham to found Palmer Strategic Advisors.
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In Episode 71 of Recipe to Revenue, host Leah Messina sits down with Scotty Palmer to uncover the financial realities of scaling an F&B brand. Scotty breaks down his signature Shelf-to-Savings™ system, explaining how to spot phantom costs, negotiate better vendor contracts, and stress-test retail expansion before committing capital.
Watch to learn:
📉 Why being "profitable on paper" does not equal cash in the bank, and how to identify where your business is silently leaking margins.
🧅 The 5-layer Shelf-to-Savings™ framework for evaluating COGS, overhead, working capital, pricing, and the "growth tax."
🤝 Why establishing, negotiating, and frequently reviewing vendor contracts is critical to avoid overpaying as your order quantities scale.
🔮 How to implement a 13-week cash forecast and use multi-faceted scenario planning before saying "yes" to massive retail purchase orders.
💰 Exactly what investors want to see in a pitch deck, including a clear use of funds, 5-year growth plans, and a direct path to their ROI.
Whether you are trying to plug cash flow leaks or preparing to pitch institutional investors, Scotty breaks down the exact plays needed to build a profitable and predictable revenue engine.
Learn more about Palmer Strategic Advisors:
🌐 Website: https://palmersadvisors.com/
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