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OUR SERVICES:

Strategic Finance Support for Growing CPG Brands

Financial clarity isn’t just about reports. It’s about knowing when to scale, where to cut, and how to make confident moves in a fast-changing market. At Cultivar, we turn your numbers into strategy.

Why Founders Need Financial Visibility That’s Built for CPG

CPG companies operate on tight margins, complex operations, and rapid growth cycles. Standard financial planning tools aren’t enough. You need insight that accounts for:

  • Seasonal sales cycles and retail channel timing

  • Promo-heavy trade spend and its cash impact

  • High inventory carrying costs

  • Production and ingredient volatility

Whether you’re prepping for a fundraise or optimizing for profitability, we help you see clearly and plan ahead.

Founder inspecting canned beverage production run

What’s Included in Our Financial Planning Support

We go beyond spreadsheets. We connect the dots between your actual performance, forecasts, and cash.

  • Cash flow forecasting: Predict when cash is coming in and going out across sales, production, trade spend, and funding timelines.

  • Budget-to-actual analysis: Track variances in real time and adjust strategy fast when things move.

  • Scenario modeling: Explore growth plans, fundraising strategies, and pricing changes with data-backed clarity.

  • Channel & customer profitability analysis: Know which products and accounts are growing your bottom line and which ones are quietly draining it.

How We Work

We deliver finance insights that match your growth stage whether you’re closing a SAFE or national distribution.

We plug into your accounting system, operations data, and sales projections.

We meet with you regularly to review trends, risks, and opportunities.

You get clarity on where your cash is going and how to make better decisions.

Contact Our Experts

FAQs

  • Bookkeeping tracks what’s happened. Financial planning maps what’s coming. We give you both clean historicals and a forward-looking view so you can grow with confidence.

  • Yes. We’ve helped brands raise from $500K to $10M+. We build the models, validate assumptions, and make sure your financials are funder-ready.

  • We can. Our team builds custom models and dashboards that pull from your systems (from Shopify to Amazon to Excel) so everything aligns with how you actually operate.

  • A man with glasses and a black baseball cap turned backwards, smiling outdoors with a mountain and greenery in the background.

    “Cultivar helped us understand what was really going on under the hood and gave us the clarity to grow without chaos.”

    — Jordan Scherer

    Co-Founder, Spirit Tea

Want to Make Confident, Cash-Smart Decisions?

Schedule a consult and let’s talk about your goals.

Schedule a Call