1. Food and Beverage
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A major Sonoma Winery earning $50 million in annual sales ran into trouble during the Great Recession. A reduction in wine prices, coupled with decreased consumer spending, caused sales to drop.
Their bank brought in Jim to find a way to stop the bleeding. Leveraging accounting data, Jim uncovered logistical costs harming their bottom line. Employing a restructuring strategy, he helped them go from losing $150K monthly to breaking even, to eventual profitability.
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An organic baby food startup hired Jim and BlueprintCFO to develop their launch plan cash forecast. At the time, his client was working out of his garage, selling a limited number of products to local San Diego stores.
However, with BlueprintCFO guiding strategy, the fledgling company managed to attract major investors, including an A-list celebrity. Nowadays, they are a global brand earning millions in annual revenue with stores across the nation.