Brewery and Beverage Consulting Services We Offer

Brewery Profitability Improvement Bundle

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. Starting at $4,995 flat rate for single-location producing under 5,000 bbl/year. Click here to see full details of the Plato Profitability Improvement Bundle.

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.

Step 1: Business Health Assessment

High-level snapshot of financials (margins/COGS), sales (top performers/pricing), and production (volumes/yields/losses) to determine baseline health of the business, flag initial issues, and high level recommendations of where to focus improvement efforts.

Also available as an Individual Scope of Work starting at $975. Click here to see full details of the Business Health Assessment

Step 2: Detailed Sales Review and Analysis

We dig deeper to reveal detailed trends and variances in financials, sales, and operations; create custom executive KPI dashboards for real-time and ongoing monitoring (e.g., margins, yields, revenue per barrel).

Also available as an Individual Scope of Work starting at $1,975. Click here to see full details of the Sales Review and Analysis Service.

Step 3: Operational Optimization and Implementation

In-depth product costing, production efficiency analysis, across brewery/kitchen/service/distribution; bi-weekly meetings throughout engagement, onsite visit for observation, validation, and tailored recommendations.

Also available as an Individual Scope of Work starting at $3,750. Click here to see full details of the Operational Review and Optimization Service.

Bundle all Three Improvement Services and Save!

Plato Profitability Improvement Bundle Pricing: Starts at $4,995 flat rate for single-location producing under 5,000 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 assessment and integration.

Other Brewery Business Planning Services

Brewery Business Plan Writing and Development

  • Click for Full Brewery Business Plan Service Details and Deliverables

5 Year Brewery/Brewpub Pro Forma Financial and Operational Projections

  • Click for Full 5 Year Pro Forma Service Details and Deliverables

Brewery Equipment and Facility Inspection Appraisal and Valuation

  • Turnkey Brewery and facility Inspection and Appraisals
  • Used Brewery and Beverage Equipment Inspection and Appraisals
  • Brewery and Beverage Support Equipment Appraisals

Fractional Brewery COO Services

  • Ongoing strategic operations & finance oversight and bi-weekly leadership check-ins from a brewery-industry veteran

  • Monthly financial and Operational deep-dive: three-statement review, Sales & pricing review, Operational and Production Review

  • Continuous process improvement: yield/loss tracking, labor utilization, record-keeping upgrades, and scalable efficiency tweaks

  • Custom KPI dashboards + bi-weekly leadership check-ins for accountability and immediate course-correction

  • All delivered remotely (optional onsite) with a minimum 6-month commitment—senior-level guidance at a fraction of full-time cost.

  • Starting at $3,750 per month. Click here to see full details of the Fractional COO Service

Fractional Brewery Financial Analyst Services

  • Monthly, Quarterly and Annual Reviews of Financial and Operational data

  • Dedicated monthly deep-dive into your P&L, Balance Sheet, Cash Flow, POS sales reports, and key operational logs

  • Clear margin trend analysis, variance alerts, and identification of revenue underperformers

  • Concise executive summary report + actionable recommendations focused strictly on what the numbers are telling you each month

  • Updated KPI snapshot dashboard (revenue per barrel, top/bottom products, channel performance)

  • 60-minute monthly review call to walk through findings and immediate next steps—no budgeting, forecasting, operational review, or long-term planning included (see Fractional COO Services for these)

  • Light-touch, data-driven financial clarity every month at a fraction of a full-time analyst cost.

  • Starting at $2,250 per month

Book a Free Consultation to Get Started