Makers, producers, and distributors of artisan, regional, or branded food and beverage products navigating margin pressure, distribution complexity, and retail growth.
Specialty Food & Beverage
Built for product-driven businesses at every stage.
Who We Work With
Brand-driven product businesses selling through retail, wholesale, or direct-to-consumer channels who need financial clarity to scale without sacrificing margin.
Consumer Packaged Goods (CPG)
Manufacturers and retailers of supplements, personal care, and wellness goods operating in a competitive, margin-sensitive market where operational efficiency drives profitability.
Health & Wellness Products
Product businesses in the home category managing inventory complexity, supplier relationships, and multi-channel distribution across wholesale and direct sales.
Home Goods & Furniture
Operators moving product through supply chains who need precise labor economics, cost-per-unit analysis, and operational benchmarks to protect margin at volume.
Distribution & Logistics
Suppliers and distributors serving the trades and construction sectors where contract complexity, working capital , and pricing determine profitability.
Industrial & Construction Supply
Digital-first product businesses managing customer acquisition costs, fulfillment economics, and margin optimization across owned and marketplace channels.
E-Commerce & Direct-to-Consumer
Retail & Multi-Channel Commerce
Brick-and-mortar and omnichannel retailers balancing inventory, overhead, and channel mix who need financial intelligence to make confident buying and pricing decisions.
Manufacturing & Production
Operators running production environments where labor costs, yield rates, and throughput efficiency directly impact the bottom line at every level of scale.
Service-based firms and consultancies where utilization rates, pricing structure, and overhead management are the primary levers of profitability and growth.
Professional Services
Owner-Operators
Under $500K revenue
You built something real. Now the numbers need to catch up.
Most owner-operators under $500K didn't start their business to become a financial analyst. You started it because you're good at what you do — and for a while, that was enough.
We help owner-operators answer the questions that keep them up at night.
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Why am I busy but not profitable?
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Where is my money actually going?
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Am I priced correctly for what I deliver?
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What would it actually take to get to the next level?
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Is my business growing, or just getting louder?
You don't need a CFO. You need a diagnostic, a clear picture, and a path forward. That's what we deliver.
Established Businesses
Over $1M revenue
OpX Advisory gives established businesses what most advisors can't.
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A verified benchmark report comparing your financials against real regional peers — not generic industry averages
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A clear picture of where your margins, revenue mix, and cost structure stand relative to comparable businesses in your market
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Strategic planning that translates that data into decisions
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Project partnerships where we have skin in the game alongside you
You've done the hard work of building a real business.
The next move is knowing exactly where you stand — and where to push. That's what the Industry Benchmark Report delivers.
The OpX Method
Diagnose
Every engagement starts with understanding where you are. Our intake process routes you to the right service before we ever meet, so our time together is spent on work — not discovery.
Benchmark
We go deep on your financials, margins, and operational drivers. For established businesses, that means verified benchmark data against real regional peers.
Deliver
Strategy without execution is theory. We structure every engagement around a measurable result — profit improvement, margin expansion, or a defined project outcome.
ADVISORY • DIAGNOSTICS • RESULTS • KNOW YOUR NUMBERS • OWN YOUR RESULTS