A Comprehensive, phased program bundling our Initial Beverage Business Health Audit, Detailed Financial Audit with KPI Dashboards, and Full Operational Efficiency/Product Cost Analysis. Tailored for breweries, brewpubs, cideries, or beverage manufacturers, it delivers end-to-end financial/ops visibility, data-driven insights, and optimization recommendations. We use industry benchmarks to address gaps, protect margins, boost yields, and streamline processes.

• Hybrid delivery (remote + 2-day onsite visit) over 8-12 weeks, with minimal disruption to your business (just meetings and document sharing).

  Ideal For:

  • Lean operations facing cost overruns, inefficiencies, squeezed margins, or data silos.

  • Businesses ready for structured clarity into finances/ops, KPI tracking, and sustainable improvements to drive long-term growth in volatile craft beverage markets.

  Key Components Included:

  • Phase 1 (Diagnostic): High-level snapshot of financials (margins/COGS), sales (top performers/pricing), and production (volumes/yields/losses) to baseline health and flag initial issues.

  • Phase 2 (Deep Dive): Detailed trends/variances in financials/sales/ops/inventory; custom executive KPI dashboards for real-time monitoring (e.g., margins, yields, revenue per barrel).

  • Phase 3 (Optimization): In-depth product costing (COGS/BOM for up to 20 items), labor/efficiency analysis across brewery/kitchen/service/distribution; onsite visit for validation and tailored recs.

  • Collaboration: Bi-weekly Zoom meetings for updates/feedback; 2-day onsite for observation/alignment (additional visits optional).

  Deliverables:

  • Custom dashboards: Executive/department-level KPIs, production/batch tracking.

  • Updated COGS/BOM docs: Itemized costs/margins for beer/food products.

  • Reports: Findings, trends, variances, benchmarks, prioritized recommendations.

  • Actionable playbook: Recommendation guide (e.g., pricing tweaks, efficiency wins, record-keeping templates).

  Pricing: Starts at $4,995 for single-location under 2,500 bbl/year

  • 34% discount vs. individual scopes ($6,675 total).

  • Varies by size/volumes/locations/add-ons (e.g., extra products/sites). Hybrid: Remote-first with onsite integration.

   

  Client Benefits & Outcomes:

  • Complete blueprint for inefficiency elimination, costing refinement, and scalable processes at fraction of staff/agency costs; pragmatic focus on measurable gains like margin protection and ops streamlining.

  • On Average can Drive up to 10-15% annual profitability boosts, equating to $250K–$500K+ gains for $2M–$3M grossing businesses via optimized pricing/efficiencies (outcomes vary by execution/market; not guaranteed).