CO Advisory Partners

Financial Leadership that Moves Spirits — and Bottom Lines
Transformational CFO services for alcohol beverage brands, importers, distributors, and retailers navigating growth, complexity, downturn, or crisis.

With two decades of finance and operations leadership in the wine and spirits industry — from family-owned icons to national distributors — Constance Oehmler delivers fractional CFO services that stabilize, scale, and strategically reposition your business.

Why Fractional CFO Services?

Expertise Without the Overhead

In today’s volatile beverage market, founders and boards need more than accountants. They need seasoned financial operators. A fractional CFO brings world-class capability at a fraction of the cost of a full-time executive.

Avoid the overhead and still get:

  • C-suite financial oversight

  • Operational discipline

  • Board-ready reporting

  • Scalable systems

  • Strategy that gets funded

→ For companies that need CFO-level capability — not CFO-level payroll.

Why Us?

Strategic Finance for Beverage Businesses

With 20 years in private-sector alcohol beverage leadership — including CFO roles at Zachys, Monsieur Touton, and Verity Wine Partners — Constance has:

  • Turned around $2M loss to profitability in 18 months

  • Managed up to $200M+ budgets across up to 14 subsidiaries (domestic & international)

  • Secured PE funding at 11x EBITDA (2024)

  • Closed 7 - 8 figure exits, investments, and credit facilities across multiple companies

  • Led M&A deals across the U.S. and Europe

  • Saved millions through vendor, payroll, benefit, and logistics negotiations

  • Consilidated multi-state and global operations into scalable systems improving profitability by up to 200%

  • Built infrastructure for startups and mid-market players scaling past $200M in revenue

  • Led multiple ERP implementations (NetSuite, Microsoft Navision and BC365, SAP, and Cave) tailored for beverage workflows

  • Managed compliance across liquor laws, storage, shipping, taxation, and multi-jurisdictional audits

Services

Your Full-Cycle Partner - Fractionally

Strategic financial and operational support when you need it, not when payroll says you can afford it.

  • Turnaround & Restructuring

  • Budgeting, Forecasting, FP&A

  • Board & Investor Reporting

  • M&A Strategy & Due Diligence

  • Cash Flow & Working Capital

  • Acquistion, negotiation, and due dilligence for bank lines, ABLs, and alternative lendors

  • ERP Selection & Implementation (NetSuite, MIcrosoft Navision and BC365, SAP, and Cave)

  • Supply Chain & Inventory Finance

  • Regulatory Compliance (Liquor, Excise, Tax)

Industries

We Know Wine & Spirits Because We’ve Lived It
From brand owners to DTC wine clubs — we’ve driven finance across the most regulated, inventory-heavy, capital-thirsty segments in the business.

We serve:

  • Importers & Distributors

  • Retailers & DTC Brands

  • Auction & Storage Providers

  • PE-Backed Spirits Companies

  • Privately Owned Producers

  • Multinational Family-Owned Firms

Unique Industry Challenges We Solve:

  • Liquor license management across states

  • Challenging cash flow management due to seasonality and lmited ABL facility availability (if any)

  • Complex inventory & bonded storage

  • High-cost ERP & logistics integrations

  • Volatile FX and supplier terms

  • Margin pressures in downturns

  • Board and investor transparency

Results

What Sucess Looks Like

Fine Wine & Spirit International Retailer, Auction House & Storage Company

  • Cut OPEX by 20% across 14 global subsidiaries

  • Turned around retail business from loss to profitability in under 2 years

  • Secured majority private investment at 11x EBITDA

  • Consolidated operations across US, UK, EU & Hong Kong

  • Led team of 60+ across finance, ops, HR, supply chain and corporate and liquor compliance

Fine Wine & Spirit National Importer & Distributor (12 States)

  • Saved $1M+/yr through strategic logistics renegotiation

  • Scaled revenue 33% to $200M and 1.5M+ cases/year

  • Led 90+ across finance, ops, HR, IT, compliance, and supply chain

  • Delivered full ERP and WMS overhauls across 11 states

Verity Wine Partners

  • Co-founded and scaled from 0 to $42M+ in 5 years

  • Closed multiple PE and private investor rounds

  • Built full finnance & operations infrastructure from scratch

  • Managed 20+ across core functions in a hyper-growth startup

Fine Wine & Spirits Importer & Distributor

  • Reversed cash-negative position and drove 3x revenue growth

  • Cut OPEX and optimized inventory through JIT and data-driven purchasing

  • Built all core finance, HR, and operational systems from the ground up

  • Led ERP re-implementation and standardized company-wide processes

  • Managed investor relations and full back-office team of 15

Let’s Talk Finance. Fractionally

Contact Us

Schedule a free 30-minute consultation to find out if your business is ready for startegic financial leadership.