Integrated Strategic & Advisory Business Services and Solutions for Alcohol Beverage Companies.

 
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Sales, Profitability
& Market Growth

We provide answers and solutions to your endless financial questions such as brand gross profit margins, cost of goods sold, optimal marketing spends, optimal route-to-market, distributor and retail margins, three-tier pricing.

 
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Turn-Key
Financial Expertise

Proven expertise, best practice processes and tools, business Intelligence, financial system technology, and pricing tools are all immediately deployable.

 
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Flexibility,
Scalability & Simplicity

Your solution is customized to the needs of your business, whether you need help on a specific project or ongoing work. Project-based, hourly and retainer-based options are available.

Client Testimonials

“If you are building an alcohol brand – whether wine or spirits – Jenena Medic is one of the select few in the United States whose highly specialized skills can help you build a strong business foundation while at the same time increase your profitability. Milam & Greene is one of the fastest growing brands in the USA under the stewardship of PFP360. Jelena steered the pricing analytics, created solid forecasts, finessed distributor relationships with effective programming. On top of this tremendous knowledge, she is absolutely wonderful to work with. I wouldn’t work with anyone else.”

— Heather Greene , CEO of Milam and Greene’s parent company Provision Spirits, Master Blender & Author of “Whiskey Distilled”

Jelena provides an incredibly valuable service that is not only practical, but also extremely meaningful to the overall viability of any Company she works with. Jelena played an instrumental role as my “right hand”, executing all financial reporting, forecasting models, inventory management, and budgets. Her ability to manage across different functions and departments with agility and acumen is a rare skillset that we valued deeply. Besides giving me the personalized tools to create manageable budgets and financial plans, she has also helped our Company restructure its financial models, pricing methodology and forecast planning. We are now able to find viable solutions towards meeting the Company’s financial goals. Everything Jelena has created and implemented at our Company and mentored us through will remain as steadfast practices as we navigate our business forward.

— Tunch Doker, President & Co-Founder of Turquoise Life Beverage Brands

“Moving our operations portfolio to Preferred Finance Solutions has been instrumental in helping us get organized and buttoned up in an efficient way.  The beverage industry operates in very specific ways.  Jelena had helped us make clear decisions, and navigate when needed from building foundations for profitable growth and 3 Tier pricing, international sales processing, route to market analysis and strategy, Brand Business Plan for the short and long term, alcohol industry advisory, as well as investor/distributor presentations.  Jelena is a wealth of knowledge and invaluable resource allowing us to scale for growth." 

— Sonya Vega-Auvray, Founder and CEO of Dona Vega Mezcal 

"Jelena has a deep knowledge of all facets of the alcohol industry business — inventory and supply chain, finance and brand profitability, pricing, distribution performance, and management.  Through her guidance and advisory, we created a foundation that has given us real confidence and strength as a business and helped us steer clear of obstacles and costs that I wasn’t even aware of. ”

— Bill Gould, Yebiga Rakija 

 
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360° business solutions for startups, small, craft, and medium-size companies that increase profitability every step of the way.

 
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Beware of little expenses. A small leak will sink a great ship.

Benjamin Franklin