PODCAST

Craft Brewery Financial Training Podcast

Financial Intel Brewed Daily

business management

All Episodes

55:38

The Secret Formula to Create a Successful Brewery

Craft Brewery Financial Training Podcast ·

2025/04/11

Today on the podcast we reveal the Secret Formula to Create a Successful Brewery with Jake Lohse, founder of Presidential Brewing Company. Jake is the author of the book Shifting Gears, and founder of the Legendary Success Academy. Summary The 4 key factors to a successful breweryCreative funding for a start-up breweryStrategies to bring guests back to your taproom again and againResources Connect with Jake, jake.lohse@presidentialbrewing.comListen to the first podcast with Jake: ...

37:59

Pouring Over the Details: How Feasibility Studies Set...

Craft Brewery Financial Training Podcast ·

2025/04/03

For the first time, in a long time, more breweries are closing than opening. One of the success factors for breweries that survive and thrive vs. those who do not, is a feasibility study. Jon Reynolds from Brew Plan Marketing specializes in feasibility studies, market research, and data gathering. In today's podcast, Jon shares trends, growth areas, and the details of how to build a feasibility study for brewery success. Summary What a feasibility study is and w...

36:09

How to Slash Costs and Boost Profits in Your Brewery

Craft Brewery Financial Training Podcast ·

2025/03/07

Today on the podcast we hear from Bob Higgins of P3 Cost Analysts. Bob and his team specialize in identifying and reducing over-spending in your business. We talk all things expense management, cost reduction strategies, and share ideas on how your brewery can save money. Highlights Bob's process for identifying and eliminating unnecessary expenses Biggest cost-saving opportunities that companies commonly overlookThe most surprising savings P3 has been able to secure for cli...

54:48

How to Build Your Brewery Financial SOP Manual

Craft Brewery Financial Training Podcast ·

2025/02/28

This month in our brewery financial round table meeting we take a deep dive into financial standard operating procedures. Financial SOPs help you create complete, timely, and accurate financial statements so that you can make better business decisions. Highlights from our session: Use this hack: Rather than writing out a long SOP, use a screen recorder and show how the process is doneFollow a simple SOP template: Define the goal of the SOP, define how success will be measured, identify a resp...

32:48

Top 12 Financial Challenges for Breweries

Craft Brewery Financial Training Podcast ·

2025/02/20

In today's podcast we review the Top 12 Financial Challenges facing Craft Breweries. This list was assembled by our network of brewery owners and managers in the Beer Business Finance Association. In the podcast, I review each challenge and provide one thing you can do right now to help overcome the difficulty in your beer business. The Top 12 Challenges: Cost management. How to implement cost controls and identify areas for cost reductionBenchmarking and KPIs. How do we measure u...

56:51

Brewery Lease Negotiation Best Practices

Craft Brewery Financial Training Podcast ·

2025/02/13

On today's podcast you'll hear the audio version of our brewery lease negotiation workshop. You'll learn strategies and best practices to tackle a lease negotiation (or re-negotiation) for your brewery. Key Points Lease terms, definitions, what you need to knowHow to build 'optionality' into your brewery leaseTriple net lease watch-outsNegotiation strategies and tacticsResources Join the Beer Business Finance Association and gain instant access to financial training courses, resou...

53:08

Beer Industry Data with Analytics Czar Dave Williams

Craft Brewery Financial Training Podcast ·

2025/02/06

Today on the podcast we hear from Dave Williams, the Analytics Czar from Bump Williams Consulting. Dave provides a recap of 2024 beer industry data, trends, and insights. We also cover “Dave’s Top 7”. These are the hot topics that he's been hearing about recently in the beer business. Key Points Growth in non-alcohol beer and ready-to-drink productsOn-premise resultsHealth guidelines and the impact of tariffsTrends in cannabis and crossover brandsResources Connect with Dave, dave@bumpwilliams...

61:09

Proven Cost Management Tactics for Craft Breweries

Craft Brewery Financial Training Podcast ·

2024/12/30

In today's podcast you'll hear the audio version of our workshop on brewery expense management and cost cutting tactics. We hold these workshops monthly for our Beer Business Finance Association members. If you'd like to join 150+ other breweries in financial success, learn more about membership packages here. Key Takeaways2 cost analysis models to identify and reduce unnecessary spending5 cost cutting tactics to reduce expenses5 initiatives to implement right away to quickly lower cost...

59:58

2025 Brewery Marketing Master Class

Craft Brewery Financial Training Podcast ·

2024/12/23

Today on the podcast Chris Overlay from Get Hoptimized delivers a master class in brewery marketing. You'll learn how to build your brewery sales forecast and super charge results with a best-in-class marketing plan. Key PointsSales forecasting best practicesBrewery revenue drivers and key metrics to simplify planningTools and models to build a comprehensive marketing planTactics to align sales and marketing to achieve revenue goals ResourcesConnect with Chris to super charge your brewer...

61:20

2025 Brewery Budgeting Workshop: Supercharge Your...

Craft Brewery Financial Training Podcast ·

2024/12/14

In today's episode you'll hear the audio version of our 2025 Brewery Budgeting Workshop. We cover questions ranging from how to build your payroll plan to what key metrics to track to the best way to forecast beer margins. Key Points3 steps to supercharge your 2025 financial planBest practices for building your financial key metrics dashboard6 questions to ask before building your budget to ensure successResourcesJoin the network of brewery owners and managers focused on driving fi...

51:49

New Book: The Ultimate Roadmap To Crafting Your...

Craft Brewery Financial Training Podcast ·

2024/11/29

Today on the podcast we hear from Jake Lohse from Presidential Brewing in Portage, Michigan.Jake has written a new book which serves as a road map for folks looking to open up a new brewery:In Shifting Gears: The Ultimate Roadmap To Crafting Your Legendary Brewery Or Restaurant, I will show you step by step how to pull it all together. Leveraging experience from having built a legendary brewery myself, I will share practical next steps, lessons learned along the way, and tips and tricks to he...

49:09

5-Step Process: Brewing Financial Excellence

Craft Brewery Financial Training Podcast ·

2024/11/22

In today's podcast I share the 5-step process that I use to assess our financial position, create our goals, and build a road map to success. This process is designed to help you create timely, accurate, and complete financial statements so that you can make data-driven decisions in your beer business. Key TopicsHow to create a process for predictable financial resultsHow to build a plan that allows you to work ON your business not IN itOne book you must read to build a better business plan, ...

27:45

Taproom and Brewery Metrics to Monitor

Craft Brewery Financial Training Podcast ·

2024/11/15

Key metrics measure the most important things in the brewery. Things like sales growth, margins, profits, and cash flow. When identifying key metrics, the first step is to measure what matters. Start with one problem you need to solve or one opportunity to take advantage of. The next step is to build a dashboard of key metrics. Identify one company goal, one KPI that is critical to watch, like cash flow. Then build up the KPIs for each department that support the company goal. Key Topic...

55:02

More Control, Lower Costs: Why Breweries Are Turning...

Craft Brewery Financial Training Podcast ·

2024/11/01

The average health insurance premium for families and individuals has increased more than 24% in the last five years, according to the Kaiser Family Foundation. And there's no sign of this slowing down.For breweries who want to provide good, affordable healthcare for employees these cost increases are a real problem.One option to lower costs and provide better benefits comes in the form of self-funded health insurance.Speaking from my own experience, self-funded health plans saved our co...

36:39

How to Build Your Best Brewery Financial Plan EVER

Craft Brewery Financial Training Podcast ·

2024/10/25

In today's podcast we break down the key steps to build (and implement) a successful brewery financial plan.The financial plan is the road map. Where are you now? Where do you want to go? What does financial success look like? Listen to the podcast. Download the resources. Build your best plan EVER today! Key TakeawaysUse the 6 building blocks to organize the planning processThe X Factor to financial planning success How to crowd source the best ways to grow sales and cut cost...

48:26

Breweries Beware: Cybercrime Tips from an Ethical Hacker

Craft Brewery Financial Training Podcast ·

2024/10/18

Tom DeMayo is a partner with PKF O'Connor Davies, specializes in cybersecurity, and is a self-described 'ethical hacker'.Cybercrime is a $10 trillion problem globally, and breweries are target.In today's podcast, Tom shares how these crimes occur, how to find out if your brewery is vulnerable, and what steps you can take right now to prevent a ransomware attack. Key PointsTerms defined: Dark web, deep web, surface web, ransomwareHow hackers break in to your systems and what you can do to prev...

41:38

How to Benchmark Brewery COGs

Craft Brewery Financial Training Podcast ·

2024/08/29

Today we welcome back Tim Near from Agrowgate, a company that works to save you money on cost of goods sold. Think cans, cardboard, malt, freight and so much more. Key PointsState of the industry: Trends in costs and commodity pricingBrewery purchasing 101: Best practices How to properly source key ingredients Keys to benchmark your costs against industry averagesResourcesConnect with Tim Near and learn more about how to save money Listen to the Brewery Supply Chain Management ...

61:15

The X Factor to Cut Brewery Costs

Craft Brewery Financial Training Podcast ·

2024/08/22

In today's podcast we hear the audio version of a recent Brewery Financial Round Table meeting where we tackle brewery cost management and expense reduction.Summary of key points:Use this 1-2-3-4 step process to put a laser focus on cost cutting and reductionShare the Brewery Financial Training Program with your managers and staff – train them in the ways of identifying and reducing (or eliminating) bloated costsKey challenges we discussed: Controlling costs related to production and materia...

35:38

Brewery Acquisition Financing Options

Craft Brewery Financial Training Podcast ·

2024/08/15

Today on the podcast we hear from Scott Birkner, VP and Business Lending Specialist at Dogwood State Bank. Scott shares insights on how to use SBA loans to purchase an existing brewery or make a partial acquisition of a brewery. Key TopicsHow to finance a start-up brewery, buy an existing brewery, or make a partial acquisition using SBA loansState of the lending industry: Credit availability, interest rates, trendsWhat does the future of lending look like? Scott looks into his crystal ball an...

37:54

Non-Alcohol Beer Data and Insights with Dave Williams

Craft Brewery Financial Training Podcast ·

2024/08/09

Today on the podcast we talk non-alcohol beer with Dave Williams from Bump Williams Consulting.Dave shares data, insights, and analysis on the non-alcohol beer category. Key TopicsMajor players in non-alcohol beer, sales volume, and growth trends NA beer sales by market channel: Chain and grocery, liquor, convenience, and on-premise accounts Retailer response to NA beer: More shelf space, more willingness to take on these brandsCrystal ball time. What does the future ho...

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Craft Brewery Financial Training Podcast

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