Who We Serve
We work with founders and operators who are building product and service businesses—whether you're selling through retail, subscriptions, or direct to consumer. While many of our clients are in CPG, hospitality, SaaS, and professional services, our approach is tailored to your business model—not just your industry.
Consumer Goods
Consumer goods companies operate in a fast-paced, competitive environment where financial agility and operational efficiency are crucial.
Inventory
Management
Optimizing inventory levels to balance supply and demand while minimizing holding costs.
Cost of Goods
Analysis
Identifying opportunities to reduce production costs and improve gross margins.
Pricing
Strategies
Developing data-driven pricing models to maximize profitability while staying competitive.
Sales
Forecasting
Leveraging historical data and market trends to predict sales and plan production effectively.
Channel
Performance Analysis
Evaluating the profitability of different sales channels to focus efforts on the most impactful ones.
KPI Development
Tracking critical metrics such as sell-through rates, inventory turnover, and contribution margins.
Retail
Retail businesses operate in a dynamic environment where staying competitive requires a keen understanding of financial trends and operational efficiency.
Sales Data
Analysis
Analyzing sales trends and customer behavior to support data-driven decision-making.
Profit Margin
Analysis
Identifying underperforming products or categories and optimizing pricing strategies to enhance profitability.
Omnichannel
Strategy Support
Evaluating and optimizing the financial impact of e-commerce, in-store, and other sales channels.
Expansion
Planning
Providing financial planning and analysis for new store openings, market entry, or additional sales channels.
KPI Development
Establishing and tracking critical retail metrics such as same-store sales growth, average transaction value, and conversion rates.
Expense Control
Monitoring and managing overhead costs to ensure efficient use of resources.
Not seeing your industry? We still might be the right fit.
We’ve supported everything from emerging product brands to B2B services. Let’s talk about how we can support your business.