Resources
No jargon, no BS, no MBA required. We explain in plain language what really matters, so you can grow your brand with clarity, and confidence.
Why Most Founders Shouldn't Fund Inventory With Equity
Equity is the most expensive fuel in your tank. Using it to buy ingredients or packaging is like using a blowtorch to light a candle. Discover how to separate Growth Capital from Working Capital to keep your dilution low and your runway long.
How to Negotiate Better Debt Terms With Your Lender
A lender’s term sheet is a proposal, not a command. From lowering minimum cash requirements to shifting reporting schedules, discover how to push back on restrictive terms and secure a loan that supports your growth instead of choking it.
Designing Your Debt Stack: A Practical Guide for CPG Founders
Debt isn't just about borrowing money—it’s a strategic tool to bridge the gap between production and paydays. From working-capital advances to SBA loans, learn how to layer your debt stack to maintain control and fuel sustainable growth.
What a 13-Week Cash Flow Forecast Can Do for Your CPG Brand
Daily cash tracking tells you what’s true right now, but it won’t tell you what’s coming in two months. Discover how a rolling 13-week forecast can reduce "cognitive swirl," protect your payroll, and give you the operational calm needed to scale your brand.
Who Does What? The Roles Every CPG Founder Needs on Their Finance Team
Most CPG founders are experts in their product, not their P&L. But as you scale, "doing it all" becomes a liability. Discover the key finance roles—from the Transaction Tracker to the Growth Sherpa—that turn your data into a competitive advantage.
How to Use Accruals to Speed Up Month-End Close
Stop waiting on late invoices. Accruals let CPG founders close the books faster by recording costs when they happen—not when the bill shows up. That means steadier margins, fewer surprises, and decisions made with confidence.
From "No" to Options: How to Actually Run a CPG Loan Process
Banks often say "no" to CPG brands not because the business is failing, but because of perceived risk. Learn how to transform a single rejection into a structured loan process that creates real financing options through cash flow analysis, runway narratives, and multi-lender competition.
The Real Cost of Innovation: Budgeting for R&D, Molds, and Food Scientists
Innovation in CPG is exciting—but it's also expensive. From food scientist retainers to custom molds and co-manufacturing fees, this post breaks down the true costs behind new product development and how to budget strategically.
Private Label Deals: Revenue Goldmine or Operational Headache?
Private label deals can feel like a windfall—volume, predictability, and no marketing costs. But they also demand operational muscle, tight margins, and strategic clarity. Before saying yes, founders need a clear model and a long-term lens.
How to Know If You Can Afford That Big Opportunity
Big opportunities like major retail orders or national rollouts feel like breakthrough moments—but they often demand major cash upfront. This post helps founders evaluate the true cost and timing of growth so they can say yes (or not yet) with clarity.
Hiring Your First Employee? Here’s What You Actually Need to Know About Payroll
Hiring your first employee is a milestone—and a big shift in responsibility. From picking the right payroll platform to staying compliant with taxes, here’s what founders really need to know. BBG breaks down the essentials so you can grow your team without losing focus.
The CPG Finance Tech Stack: What to Use (and When to Use It)
Finance tools can feel overwhelming — especially in CPG. This guide breaks down what to use, when to upgrade, and how to build a finance tech stack that actually fits your stage of growth. From spreadsheets to inventory systems, here’s how to grow with clarity, not chaos.
Accrual Accounting for CPG Founders (And Why It Matters More Than You Think)
Cash accounting might feel easier, but it can distort your financial picture—especially as your CPG brand grows. Accrual accounting gives founders real visibility into margins, inventory, and operations—so you can forecast cash, secure capital, and make confident decisions. Here’s how to make the switch (and why you can’t afford not to).
How to Know If Your Promotions Are Actually Profitable
Not all promotions make you money. Some just eat margin. This guide helps founders evaluate promo ROI with real math—so you can stop guessing and start making smarter trade decisions.
Why More Revenue Doesn’t Always Mean More Cash
Fast-growing CPG brands often find themselves tight on cash—even as revenue climbs. Inventory builds, slow receivables, trade spend deductions, and debt repayments quietly drain liquidity. This post breaks down why it happens and how to use cash flow models to plan ahead with confidence.
How to Use Working Capital Lenders to Improve Your Cash Conversion Cycle
The cash conversion cycle shows how long your cash is tied up between spending and getting paid. This post explores how CPG-focused working capital lenders can help founders extend payables, preserve vendor relationships, and reduce cash strain—without needing to overhaul operations.
How to Set Up Your Chart of Accounts: What Every Food and Beverage Founder Needs to Know
Most founders inherit a messy chart of accounts—but a generic setup won’t cut it in CPG. Learn how to structure your COA for better margin tracking, pricing clarity, and investor readiness.
Before You Say Yes to That Dream Retail Account, Make Sure Your Cash and Crew Can Handle the Shelf Space
That shelf space might be a milestone, but it could also break your ops. Learn how to budget and staff for a successful retail launch.
Health Insurance Without the Headache: A CPG Founder’s Guide
Wondering what you actually need to know about offering health insurance as a CPG Founder? This guide covers how to offer great plans without going broke.
Direct-to-Consumer vs. Distribution: Which Channel Is Really More Profitable?
Comparing DTC and wholesale? Learn how volume, margins, labor, and cash flow timing impact channel profitability, so you can scale smarter.