Working With Matt is Different
Unlike generic fractional CFOs or career-long consultants, Matt has over 15 years of hands-on operator experience at CPG brands ranging from $15 million to $3 billion in annual revenue. This experience on the front lines gives Matt real, practical expertise on what it takes to help growing CPG brands navigate financial complexity and achieve new levels of business success.
Brands Matt has Impacted
SERVICES OFFERED
Plan, Forecast & Report
Building the Financial Foundation
Investor-Ready Financial Models
One, three, or five year driver-based financial models with integrated income statement, balance sheet, and cash flow. Built to withstand investor scrutiny and give you a clear view of where your brand is headed.
Cash Flow Improvement
Clear 13-week and longer-term cash flow forecasting tools that help you anticipate cash needs, identify drains, and implement improvements that protect and extend your runway.
Inventory Planning & Management
Right-size inventory across SKUs and channels so you're not tying up cash in slow-movers or losing sales to stockouts. Demand forecasting, safety stock, and days-on-hand targets that protect margin and free up working capital.
Sales & Trade Planning
Integrated sales forecasting tools by customer and SKU, linked directly to trade promotion plans — delivering a full driver-based Gross-to-Net forecast. Finally connect the dots between what your sales team commits to, what trade spend actually costs, and what lands in Net Sales.
Protect & Grow Margins
Keeping more of what you make
Pricing Development
Optimize pricing by channel, customer, and SKU by balancing profitability with competitive benchmarks. The right price is often the single biggest lever for margin expansion.
Trade Spend Management
Pinpoint exactly where and why your brand is leaking margin between Gross and Net Sales. Leverage our proven tools and approaches to help you better plan, monitor, and control spend.
Trade Spend Optimization
Combine historical POS and shipment data with profit information to develop the highest ROI trade promotion plans that preserve margin while growing topline.
Customer and SKU Profitability
Finally gain a clear understanding of which customers and items are your winners and which are a drag on margin. We build action plans to fix the drags and double down on the winners.
Margin Improvement
Diagnose key areas where you're leaking margin and identify and implement solutions, whether it's COGS, Freight & Logistics, Sales & Marketing, or G&A.
Raise, Scale & Exit
Communicating with and attracting capital
Fundraising Pitch Deck Development
Tailored presentations that not only convey your brand's "Why" but show "How" you will achieve sustainable, profitable growth. Built to resonate with the investors most likely to say yes.
Board & Investor Reporting
Monthly and quarterly reporting rhythm that keeps investors informed and confident. Custom KPI dashboards, board deck templates, and financial packages that tell a clear story about where your brand is headed.
Retailer and Vendor Negotiation Support
Negotiate better terms with retailers and co-manufacturers: payment terms, MOQs, pricing, spoils, and allowances. Small wins here compound quickly into meaningful cash flow and margin improvements.
Banking and Debt Structuring
Find and structure the right debt to fuel growth without giving up equity: inventory lines, AR financing, factoring, and venture debt. Especially valuable for self-funded brands that want to scale on their own terms.
M&A and Exit Readiness
Prepare your brand for a future sale or strategic transaction, whether it's five months or five years away. Clean financials, data room setup, quality of earnings prep, and positioning that maximizes enterprise value when the time comes.
Let's connect!
Send a message, and tell Matt more about how we can help you. We will get back to you soon to schedule an intro conversation.
Matt Marquez | Fractional CFO for CPG Brands
Los Angeles, CA, USA
Copyright © 2026 Matthew marquez | FRACTIONAL CFO for CPG BRANDS - All Rights Reserved.
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