Food, Beverage, and Consumer Products Practice Group
Gain Financial Clarity and Operational Control as You Grow
Whether you're expanding into new channels, managing margins, or scaling production, you need a partner who understands your industry. We work with food, beverage, and consumer products companies to optimize cost structures, streamline operations, and build the financial foundation for profitable, sustainable growth.
How We Help
You’re building a brand in a competitive, fast-moving market—and every decision you make impacts growth, margins, and customer loyalty. We help you bring clarity to that complexity. Whether you're navigating supply chain volatility, rising costs, or shifting consumer expectations, our team works alongside you to strengthen your financial foundation, optimize operations, and scale sustainably. From product costing and compliance to marketing ROI and digital systems, you get practical, experienced support tailored to your stage and ambitions—so you can move faster, smarter, and with greater confidence.
Navigate a Rapidly Evolving Market
Standing out in the food, beverage, and consumer products space takes more than a great product or competitive price. Success depends on building lasting connections with your target customers—and sustaining those relationships as you scale. We understand the complexity of this challenge and help you align your strategy, technology, and operations to keep your brand thriving.We help agricultural businesses anticipate revenue fluctuations, plan for seasonal investments, and manage working capital throughout the year.
Strengthen Your Customer Connection
Your most loyal customers drive a significant share of your revenue. We help you focus on the platforms, processes, and metrics that build meaningful relationships—whether through digital transformation, targeted social media, or high-ROI marketing strategies. You’ll be equipped to evolve with your customers and stay ahead of the curve.
Streamline Operations and Supply Chain
Growth requires infrastructure that can scale efficiently. We support branded product companies facing mounting pressure to innovate faster and reduce cost without sacrificing quality. From packaging to transportation to climate-controlled storage, we help you implement scalable systems that improve agility while ensuring safety, compliance, and cost control.
Solve Complex Finance and Reporting Challenges
If you’re operating in food and beverage, you’re navigating some of the most demanding financial, control, and reporting requirements in any industry. From managing recipes and assemblies to avoiding spoilage and regulatory violations, we bring deep experience in optimizing accounting systems, cost management, and financial reporting—ensuring your financials support your operational complexity.
Drive Growth and Profitability at Any Stage
Whether you're launching your first product or expanding a national brand, we provide proven strategies to help you increase top-line revenue and improve margins. Our team brings practical experience and industry insight to help you solve challenges, seize opportunities, and grow your business with confidence.
Who We Serve
Specialty Food & Beverage Producers
Successfully getting and more importantly expanding shelf space are a constant challenge that must be accounted for in your financial planning, reporting systems and chart of accounts. We have the expertise and experience to develop end-to-end systems fully integrated into your overall financial plan.
From family farms to large commercial growers, we help manage seasonal finances and expansion planning.
Restaurant Groups
Successfully managing a restaurant is challenging but pales in comparison to the financial issues faced by restaurant groups. Staffing challenges with the associated payroll and benefit administration, accounting for credit card fees, integrating point-of-sale systems into the primary accounting system, and portion control are all present. We have in-house recruiting as well as interim and part-time senior financial expertise who know how to help.
National Brand Manufacturing Companies
How do you stay current? Organic, diet, gluten free, e-commerce competitors, sugar free, fat free; your brand is under constant attack. Are your financial plan and systems helping win the fight? We can make sure they are, from inventory process to work-in-process controls.
We work with consumer products companies in all stages: early stage branded consumer product companies, established small and mid-sized businesses and those which are rapidly growing.
Capabilities
We will assess and then help you select only the services you need from our flexible, tailored offerings.
Assessment and improvements to accounting, budgeting, forecasting processes and systems.
Review and development of management reporting packages for internal and external use (e,g,lenders, investors, bankers).
Developing the financial story for use with lenders, bankers, investors, boards.
Analytical review and development of business plans and multi-year strategic plans.
Develop key performance indicators and dashboards and systems to track them.
Develop financial models for evaluating projects for use internally and with the board.
Product pricing and competitive analyses.
Accounting program and systems upgrade customized for your industry.
Banking relationships setup and assistance for food manufacturing, distribution and restaurants.
Financial business and product planning.
Facilitating business strategic planning sessions.
Cash management systems including credit card management and security, point of sale terminal integration to financial systems and inventory management, control and replenishment.
Manufacturing and distribution capital equipment upgrade budgeting.
Distribution Systems.
Import and export guidance specific to country food safety regulations.
Long term financial modeling of your industry, including multi-year forecasts and plans.
Operational guidance on: manufacture-to-order systems, material and ingredient sourcing systems, packaging procurement systems, purchasing systems and controls, real time reporting systems, real time work-in-process systems, and templates for sizing, costing and pricing.
Meet the Team
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Jeff Ottoboni
Food, Bev, and Consumer Products Practice Group Leader
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Marc Loupe
Food, Bev, and Consumer Products Practice Group Member
Build a High Performing Team
Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.
You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.
Engagement Example:
Working with a local boutique coffer producer successfully placed and negotiated shelf space with Safeway Stores leading to increased profitability.
Engagement Example
Provided grocery placement for local cake and cookie companies.
Engagement Example:
Lead strategic sales and financial planning for several name brands, including TCHO Chocolates.
Engagement Example