Video Replay: The Financial Playbook for Profitable Breweries

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What separates profitable breweries from breweries that are constantly fighting cash flow problems?

In this workshop from the Craft Brewers Conference, Jake Lohse and Kary Shumway share a practical financial playbook designed specifically for brewery owners and managers.

The session walks through the key financial metrics breweries should track at each stage of growth, real-world dashboards and scorecards used to run a brewery, and the systems and routines that create stronger cash flow, better decision-making, and more consistent profitability.

Whether you’re trying to improve margins, tighten operations, or simply gain better control of the numbers, this presentation provides actionable tools and frameworks you can put to work immediately.

Key Takeaways

  • Why many breweries stay busy but struggle financially
    Learn the common financial blind spots that hold breweries back — including weak visibility into cash flow, margins, and operating performance.
  • The key metrics breweries should track at every stage of growth
    From startup survival metrics to scaling-stage profitability benchmarks, the presentation outlines the numbers that matter most as breweries evolve.
  • How to install a simple brewery financial operating system
    Discover how dashboards, KPI scorecards, weekly financial huddles, and budgeting routines can create accountability and improve financial results.
  • The importance of disciplined cash flow management
    The workshop highlights practical tools like break-even analysis, weekly cash flow forecasting, and financial cadence reviews to help breweries stay ahead of financial challenges.
  • How profitable breweries turn data into action
    Learn how stronger budgeting, segmented financial reporting, and benchmark tracking can help brewery leaders make faster, smarter decisions that drive profitability.

Resources

Connect with Jake Lohse from Presidential Brewing, Jake.Lohse@PresidentialBrewing.com

Learn more about the network of breweries focused on improving financial results – the Beer Business Finance Association

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