STRATEGIC ADVISORY CAPABILITIES

A. Financial:

  • Strategic implementation plans
  • Investor identification and prospectus development
  • Creating Wall Street grade investor deck(s), executive summary (written/visual), and proforma
  • Financial model review and P&L development
  • Investor introductions – angel, VC, PE, banks, etc.
  • Fundraising best practices – comps, materials, etc.
  • Planning, budgets, and resource identification

B. Support:

  • Project management
  • Business review and competitive benchmarking
  • Route to market – channel and marketing strategies
  • Sales and distribution – distributor selection, hiring brokers, building sales teams, retailer sell in best practices, sales presentations, trade spend planning and management, etc.
  • Supplier assessment and auditing
  • Operational and supply chain management – plan, source, make, deliver
  • Legal – IP protection and product claims
  • Food safety program development
  • Lean, six sigma, and operational improvements
  • Quality assurance – HACCP plan design and implementation, sensory and stability testing, etc.
  • HR – talent recruitment strategy and execution

C. Innovation and Insights:

  • Business analytics – market trends, consumer insights, product assessments, etc.
  • Pipeline development – flavors, concepts, etc.
  • New technology – equipment, packaging, ingredients, etc.