Use This Wholesaler Financial Planning System

Below are the basic sections of a wholesaler financial planning system:

  1. Sales forecast
  2. Cost of Goods (COGs) / Gross Profit
  3. Operating Expense plan (OPEX)
  4. EBITDA or Net Income
  5. Capital Expense plan (CAPEX)
  6. Debt service

Each of the sections in the financial planning system fit together like puzzle pieces.

The sales forecast links to the COGs and GP forecast. The operating expense plan supports the sales plan. The capital spending plan supports the overall financial and operational structure of your beer business.

Once you have the system laid out, the next step is to add more detail to each section. And before you know it, you’ll have a financial game plan ready to roll out to your entire organization.

For more information, check out this free webinar I put together on how to build your wholesaler financial plan.

Do you need help to build your financial plan? 

Schedule a 15-minute, no obligation discovery call to see how I can help.

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