FREE LIVE WEBINAR | Wednesday, December 2, 2026 | 1:00 PM ET
For CPG, food and beverage brands doing $3M to $30M
The 2027 Cash Plan
A free live session on what it really costs to get a case on a shelf, where your cash is stuck, and how to plan the first 13 weeks of 2027.
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Scotty Palmer, CPAHost
Dr. Mark YoungCohostWhat you'll leave with
01What it really costs to get one case on a shelf, and why most brands do not know
02Where cash gets stuck in a growing CPG brand and how to free it before Q1
03A 13 week cash plan you can build for 2027 in an afternoon
Who this is for
- Founders, CEOs and finance leads at CPG, food and beverage brands doing $3M to $30M
- You're adding retail doors or new channels and cash feels tighter than sales say it should
- You can't say for sure what you make on each product and each channel
- You want a real plan for Q1, not a guess at what the bank balance will do
Under $3M? Come anyway. The frameworks still apply, we just built the examples for brands a little further along.
Your hosts
Scotty Palmer, CPA
Founder, Palmer's Strategic Advisors
Scotty is a fractional CFO for CPG, food and beverage brands doing $3M to $30M. He helps founders see true margin by product and channel, and plan cash before growth eats it.
Dr. Mark Young
CEO of Jekyll + Hyde Labs and host of CPG Insider
Dr. Mark Young is the CEO of Jekyll + Hyde Labs and the host of the CPG Insider podcast. He wrote the #1 best seller The 27 Unbreakable Rules: Build a $100M+ Brick and Mortar CPG Brand.
Live only bonus
Get the PSA 13 week cash forecast template
Show up live and it's yours at the end of the session.
"Across five food and beverage diagnostics this year, we identified $1.09M in margin and cash, about 24% of revenue for the brands whose books could support a number."Scotty Palmer, Palmer's Strategic Advisors
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