Strategic Planning & Fractional Retail Advisory

This engagement is designed for established brands generating $1M–$6M in annual revenue that need structured, ongoing support in merchandise planning, financial strategy, and operational execution.

I work as a fractional strategic partner, helping leadership teams strengthen decision-making, improve profitability, and build scalable planning systems that support long-term growth.

This is not a one-time consultation—it is an embedded advisory partnership focused on execution, structure, and measurable business improvement.

Areas of Focus

• Business and financial performance assessment
• Open-to-buy (OTB) strategy development and implementation
• Merchandise planning and inventory optimization
• Margin improvement and profitability strategy
• Cross-functional team alignment and training
• Reporting systems and performance tracking
• Strategic growth planning and execution support

Engagement Structure

• Minimum 9-month advisory partnership
• Part-time, embedded strategic support tailored to business needs
• Ongoing refinement based on business performance and market conditions
• Quarterly strategic reviews and performance alignment

Deliverables

• Clear strategic roadmap for growth and profitability
• Implemented OTB and planning frameworks
• Reporting tools for visibility and decision-making
• Quarterly performance and strategy review summaries

Investment

Starting at $2,000/month retainer (varies based on scope and business size)