New Class at the American Barista & Coffee School
Books + DVDs
Chris Legler: Coffee CFO Consultant
Bellissimo’s Coffee CFO consultant is Chris Legler, whose vast experience and knowledge of finance specifically tailored to the coffee industry, brings an unrivaled expertise to your business. Chris’ expertise includes financial management, roasting coffee, business ownership and a great understanding of business operations.
Chris has held executive positions in finance and administration, marketing, retail operations and strategic planning. He was Vice President and Chief Financial Officer for Barnie’s Coffee and Tea Company and has held positions of increasing responsibility with Starbucks Coffee Company, Sony, British Petroleum, Blockbuster Entertainment and Eddie Bauer.
Click here to read Chris' complete bio.
Coffee CFO Class now offered at the American Barista & Coffee School!
Consulting Packages for Existing Retailers: Coffee CFO
Many small and medium sized businesses cannot afford the cost of a full-time CFO to help them take an in depth look at critical issues such as cost drivers, planning and investment analysis. Our consultant can help provide the benefits that many larger companies have without the long-term on-going costs of hiring a full time CFO.
Creating a successful business involves understanding how to increase long-term profitability through sales growth while managing your costs at an optimal level. Also knowing how to manage your available cash is crucial to managing the growth of your business.
Our consultant can assist with analyzing current sales. This is essential in developing marketing initiatives as well as product offerings that will grow your revenue. You will also gain a better understanding of the costs of your beverages and other products. This will help you determine pricing structures as well as where to focus your energies.
Managing labor to an optimal level will help drive your sales while maintaining an affordable cost structure. He will spend time looking at the complexities of labor including optimization of hours to grow sales, management labor and incentive plans.
Understanding the capacities and current asset utilizations can help your company free up cash flow that can be used to expand your business. Our seasoned consultant will examine ways to increase your cash flow by examining inventory returns, equipment investments, systems investments and human capital.
This includes how to evaluate a new site from a financial perspective including sales and cost projections as well as common items to look for in negotiating with landlords.
He can also assist in the all-important view of prioritization of your financial needs. Planning the course through simple budgeting will allow you to better achieve the goals that you have set. A well though out plan will also point out where improvements are needed.
Package 1: The Basic Checkup
This package provides a two-day examination of your business and
provides a view of the easiest areas for you to improve profitability.
An on-site visit is encouraged to get optimal results.
- Sales Analysis: As this is the basis for understanding the rest of the business, this overview will drive margin, labor analysis and other essential business decisions. We will determine what products are driving your business today and how to use this information.
- Labor Management: Understand how many hours are needed, how to pay for and account for managers.
- Expense Management: We will take a look at your current cost structure and point out opportunities to increase profitability without compromising sales.
- Inventory Management: We will examine your current inventory levels and determine which areas could be improved to increase cash availability.
- This package includes a basic development of a budget and prioritization of financial needs.
Cost:
Up to 5 locations: $2,400
Up to 5 locations including one day on-site: $3,900 + Travel expenses
Package 2: The Tune-up
This package provides a deeper examination of your business and
provides an in-depth view of the potential to improve profitability. A
one-day on-site visit is included to get optimal results.
- Sales Analysis: As this is the basis for understanding the rest of the business, this overview will drive margin, labor analysis and other essential business decisions. We will determine what products are driving your business today and how to use this information.
- Beverage Costing: How to measure beverage costs and how to use the information to determine profitability of each individual beverage.
- Loss Prevention through cash and inventory control.
- Labor Management: Understand how many hours are needed, how to pay for and account for managers.
- Expense Management: We will take a look at your current cost structure and point out opportunities to increase profitability without compromising sales.
- Marketing Analysis including understanding promotions as well as brand development.
- Inventory Management: We will examine your current inventory levels and determine which areas could be improved to increase cash availability.
- This package includes a basic development of a strategic plan and prioritization of financial needs.
Cost:
Up to 5 locations including on-site: $6,300
+ travel expenses
Package 3: The Strategic Plan
This package provides our intensive look at your business and includes
development of a full strategic plan and a tactical plan that is
necessary to achieve these long-term goals. Our consultants will
analyze your current business situation, spend time with you
determining your long-term goals and create a roadmap as to how to
achieve these goals. This is money well spent to anyone who wants to
grow his or her operation beyond its existing structure either through
more retail, wholesale or Internet. A two-day on-site visit is
essential in achieving these results.
- Sales Analysis: As this is the basis for understanding the rest of the business, this overview will drive margin, labor analysis and other essential business decisions. We will determine what products are driving your business today and how to use this information.
- Beverage Costing: How to measure beverage costs and how to use the information.
- Loss Prevention through cash and inventory control.
- Labor Management: Understand how many hours are needed, how to pay for and account for managers.
- Expense Management: We will take a look at your current cost structure and point out opportunities to increase profitability without compromising sales.
- Marketing Analysis including understanding promotions as well as brand development.
- Proforma Development: How to evaluate a new site financially through sales development, cost management and an understanding of occupancy costs.
- Inventory Management: We will examine your current inventory levels and determine which areas could be improved to increase cash availability.
- This package includes an in-depth development of a strategic plan and prioritization of financial needs.
- Creating a tactical budget that includes benchmarks that can be measured on a daily, weekly and monthly basis.
- Half-day recalibration follow-up three to six months later.
Cost:
Up to 5 locations including on-site: $10,500
+ travel expenses
Package Add-ons
- Equipment Investment Analysis: Call for estimate
- Proforma Analysis / Store Expansion Analysis: $1,000 per location
- Beverage Costing Model: Call for an estimate
- Package for business with more than 5 locations: Call for an estimate
Featured Client
We really enjoyed working with Bruce Milletto and the Bellissimo staff.
Bruce is a gifted consultant, with vast knowledge in all aspects of coffee business startup and opening. Bruce is also very creative. He developed several specialty drinks and a line of panini sandwiches for our operation and designed parts of the interior décor.
We at New York Coffee Company highly commend Bruce and the rest of the Bellissimo crew to anyone.
Doug Boys | Bahrain
