Our Services

Before the wave, the ocean swells. During the swell, that is your time to plan for the incoming wave.

Most companies do in fact perform like the ocean. There are high tides and low tides. Unpredictable conditions are common.

 Pacific Swell Consulting was founded on the principle that planning is everything.  Every facet of your business carries equal weight. From sales and marketing to finance to operations.

 Wherever your company is during the lifecycle, Pacific Swell was built to guide you through the uncertainty.

Industries Served

Food and Beverage Adult Beverages Cannabis Non-Alc Beverages Clothing and Footwear

Departmental and Company Planning

All departments of your company carry equal weight. Pacific Swell has the ability to look at each department and define a strategic plan that leads to success.

  • Operational Efficiencies

  • FP&A, Accounting, M&A

  • Marketing Strategy and ROI

  • Sales, Go-to Market, Distribution

The goal is to align all departments towards a common objective. Pacific Swell achieves this through well written plans driven by deliverables.

Financial Advisory and Structure

Financial accuracy and reporting are paramount to your company. Having financial clarity whether it be for ownership, department leads or even investors allows for a level of safety and comfort.

Pacific Swell has the ability to provide that comfort by properly structuring financial reporting in a cadence that aligns with ownership and investor goals.

Fractional C-Suite Management

Often companies come to a place where having C-Suite leaders falls in a gray area. Possibly the company just hasn’t reached a level to where it makes financial sense to bring on an additional C-Suite employee.

Pacific Swell can aid ownership in filling that gap whether it be on project demand or hourly basis.

  • FP&A/CFO

  • CMO

  • COO

  • Sales Leadership

M&A Advisory Services

Whether you are looking to ride that final wave via an exit strategy or looking to restructure your capitalization schedule through outside investment, Pacific Swell is there to guide you through all facets. Preparing for the unknown is where we excel.

  • Financial Doc Preparedness

  • Company Overviews

  • Legal Understanding

  • Capitalization Schedules