Every engagement begins with understanding the business. Most grow from there into ongoing advisory, focused planning, or targeted work across assortment, sourcing, and investor readiness.
00
Brand & Assortment Diagnostic
1 Week · $3,500
Where your brand and assortment stand, and the two or three moves that will define the next six months. Most engagements start here.
For founders preparing for their next stage of growth.
Deliverables
Diagnostic read, PDF
Three to five prioritized recommendations
Sixty-minute working readout
01
Founder's Counsel
Ongoing · Monthly Retainer
An ongoing advisory partnership across pricing, assortment, sourcing, growth, and strategic decision-making.
For founders thinking long-term.
Includes
Weekly working sessions
Vendor escalations
Strategic partner across the year
Forecast & planning kept current
02
Strategic Growth Plan
2 – 3 Weeks
Brand narrative, expansion roadmap, pricing and margin model, go-to-market sequencing. A practical roadmap built for execution.
Deliverables
Strategic Growth Plan, PDF
1 – 2 page executive summary
03
Investor Readiness
3 – 4 Weeks
The plan, plus the financial narrative. Pitch deck creation or refinement, two rounds of revisions. Built for founders preparing for meaningful investor conversations.
Deliverables
Business plan, PDF
Forecast model, Excel
Investor pitch deck, PPT
04
Assortment Architecture
2 – 3 Weeks
Category architecture, SKU planning, price ladder, margin targets, forecast tied to launch. For brands preparing to scale their product offering.
Deliverables
Assortment plan, Excel
Launch forecast model
Pricing strategy memo
05
Sourcing & Vendor Strategy
2 – 3 Weeks
Sourcing and vendor outreach, quote comparison, negotiation strategy, follow-through. Supported by two decades of industry relationships and experience.
Deliverables
Vendor short-list
Quote comparison matrix
Negotiation playbook