Build with Precision. Scale with Soul.

Revenue Climbing, Cash Disappearing... There's a Way Through.

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FOR OUR CLIENTS

Challenges We Solve

If you're a CPG founder in the messy middle, you've probably felt this:
  • Cash disappearing while revenue climbs
  • Margins that aren’t what you think
  • Midnight spreadsheets, morning exhaustion
  • Afraid to say yes to growth opportunities

We call these The Four Symptoms of the Messy Middle.

Financial Clarity

“Our books are messy and unreliable, and take too long to close.”

“We need visibility into our financial performance and accurate, real-time financial reporting.”

Cash Flow

“Our cash flow is erratic, leaving us scrambling at times.”

“Our forecasts are never accurate. We need a better system to plan for the future.”

Strategy & Risk Management

“We need someone experienced to help shape our business strategy and guide us.”

“We’re concerned about financial risks and need a plan to handle uncertainties.”

Cost Management & Profitability

“Our costs are too high, and we need help finding areas to cut back without hurting the business.“

”We want to increase our profitability but don’t know where to begin.”

Data Systems

“We don’t have the data we need to properly manage our business.”

Scaling Needs

“Our data and/or financial systems are outdated and slow. We need to upgrade our technology to keep up with our growth.“

Operational Chaos

“Everything is chaos. Disorganized processes are hurting our productivity and profitability.”

“We’re overwhelmed; things are falling through the cracks.”

Organizational Gaps

“Our team structure is unclear. We need a clear organizational structure and role clarity for team cohesion.”

Most wellness founders believe their margins are around 50%. After trade spend, promotions, and hidden costs, reality is often closer to 23%.

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Client Success Stories

Shinto Landscaping

The Challenge

Shinto Landscaping was struggling with misaligned financial strategies and inefficient processes and accounting/data systems and reporting, making growth difficult.

Our Solution

We conducted a thorough assessment, streamlined their financial systems, and aligned their strategies with their business goals.

The Result

With our help, Shinto Landscaping saw their revenue grow from $8M to $18M in just four years and successfully achieved a high-valuation exit.

Miri Piri Academy

The Challenge

Miri Piri Academy faced incomplete financial awareness and operational inefficiencies, impacting their overall performance.

The Result

We developed comprehensive financial models and integrated operational processes to give them a clearer financial picture.

Our Solution

Our work led to sustained tuition increases over 8 straight years, improved financial management and enhanced operational efficiency, setting them up for budget success.

Kindred Cultures

The Challenge

Despite their incredible probiotic drink, Kindred Cultures faced an unclear financial strategy, unreliable data, and chaotic cash flows, severely limiting their growth.

Our Solution

We cleaned up their books, built a drive-based predictive financial model, supported significant strategic pivots, and helped align their cost/pricing strategy.

The Result

Kindred Cultures experienced a 30% growth in revenue and 35% increase in Gross Margin over the prior year, as well as enhanced operational efficiencies and strategic levers identified, and are set for significant growth in the near future.

Echo Storytelling Agency

The Challenge

Echo Storytelling Agency was dealing with overwhelmed teams, chaotic processes and a lack of strategic alignment, hindering their growth.

Our Solution

We performed a holistic assessment, reconfigured their process, structure and tech stack, and aligned their financial strategies with their business objectives.

The Result

Echo experienced enhanced operational efficiencies and established a foundation of happy and focused team members, and are set for significant growth milestones in the near future.

BUSINESS OWNERS

Who We Serve

 

Mission-driven founders in functional foods & beverages, natural beauty, and supplements navigating the $500K to $5M messy middle.

Typically selling through DTC, wholesale, and retail. Managing co-packers, trade spend, and channel complexity.

You started this to help people. Now you’re wondering why cash keeps disappearing while revenue climbs.



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The Traction Founder

18-36 months in, product works, drowning in complexity

The Retail Expander

 Pursuing or just landed retail, trade spend about to blindside you

The Growth Questioner

Revenue climbing, bank account shrinking, questioning everything

The Values Guardian

Pressure to cut corners, refusing to compromise on what matters

BUSINESS OWNERS

We Might be a Good Fit if...

  • You just landed retail and trade spend is about to blindside you
  • Revenue is climbing but your bank account tells a different story
  • You're 18-36 months in with real traction but drowning in operational complexity
  • You refuse to compromise on what makes your product special
Genius is making complex ideas simple, not making simple ideas complex.
Albert Einstein
If my mind can conceive it, and my heart can believe it, then I can achieve it.
Muhammad Ali
I define a leader as anyone who takes responsibility for finding the potential in people and processes, and who has the courage to develop that potential.
Brené Brown
Growth is never by mere chance; it is the result of forces working together.
James Cash Penney
If you measure it, it will improve.
Seth Godin
Leadership is the compass guiding the ship of the organization. If the leader's path is not one of evolution, the journey of the organization will remain stagnant.
Siri Amrit Khalsa, CEO
Strategy is a commodity, execution is an art.
Peter Drucker
A goal properly set is halfway reached.
Zig Ziglar
Great things in business are never done by one person. They’re done by a team of people.
Steve Jobs
WORKING WITH US

Partnership Journey

Four Step Journey into Your Business

In today’s fast-paced world, a cookie-cutter approach just doesn’t cut it. Our personalized business coaching is all about meeting the unique needs of your business with a tailored, strategic process. This way, every step fits perfectly with your goals and challenges. Here’s a quick look at how our four-step journey works:

See the Truth

 

We surface your real margins by product, channel, and customer. No more flying blind.

Name the Gap

 

We diagnose the root causes creating your symptoms. You finally understand what’s actually happening.

Chart the Path

 

We build decision frameworks, cash flow forecasts, and strategic clarity. You know what to do next.

Sustain Flow

 

Ongoing partnership to implement, adjust, and scale with integrity. Your business finally breathes.

Ready to Get Started?

Book a Call

 In today’s dynamic business environment, a one-size-fits-all approach often falls short. Our bespoke holistic business coaching approach is designed to meet the unique needs of your business through a tailored, strategic process.

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