IndustriesRetail and e-commerce
Retail and e-commerce
Financial strategy for retailers and e-commerce brands
We help retailers and online brands price for margin, manage inventory and cash, and invest in the channels and locations that pay back.
Talk to us about margin, inventory or where to grow next.
Who we work with
Online, in store, or both
Retail runs on inventory, margins and customer demand that shift quickly. The questions differ by channel and stage, so we start with where you are.
- Direct-to-consumer and e-commerce brands
- Store-based and omnichannel retailers
- Investors and acquirers
Direct-to-consumer and e-commerce brands
Customer acquisition cost and lifetime value, contribution margin by channel, and the plan behind a raise.
Store-based and omnichannel retailers
Store-level profitability, footprint decisions, inventory and working capital.
Investors and acquirers
An independent view of a retailer’s economics, valuation, and diligence ahead of an investment or acquisition.
Decisions we support
The decisions retailers bring to us
Each one links to the practice that handles it, so you can go from the question in front of you to how we answer it.
Pricing and promotions that protect margin
Pricing, discounting and promotion decisions built on product and customer profitability.
Inventory and cash
Buying plans, inventory turns and payment terms that keep cash working for the business.
Where to grow next
Evaluating new stores, markets and channels on return and payback before committing capital.
Rethinking the model
Reshaping channels, assortment and fulfillment when growth stops paying.
Funding growth
The investment case and investor materials behind a raise, sized to the milestones it must fund.
Buying or selling a retail business
Valuation, diligence and negotiation support through to close.
Our perspective
Growth only pays when each product, channel and location earns its place.
We build product and customer profitability, then test new stores, markets and channels on return and payback before the inventory and capital go in.
Selected work
See how our engagements come together
From pricing and inventory to capital raises and acquisitions, our selected work shows the range of companies we serve and the decisions we help them make.
The firm
An independent firm, built around the work
Engagements are principal-led and staffed to the work, drawing on our network of legal, tax and audit partners where a scope requires it.
Many of our relationships continue well beyond the first mandate, as fractional controller or CFO, as research partner, or as adviser on the next raise or transaction.
Principal-ledSenior attention from scoping through delivery.
Hands-onInvolved from the first model through to execution.
For the long termOngoing roles as controller, CFO and research partner.
Questions
Questions retailers ask us
Can you show which products and channels actually make money?
Yes. We build contribution margin by product, channel and customer, including discounts, returns, fulfillment and acquisition costs, so you can see where profit really comes from.
Do you work with direct-to-consumer brands?
Yes. For direct-to-consumer brands we focus on acquisition cost, lifetime value, contribution margin and the plan behind growth or a raise.
Do you only work with companies in British Columbia?
No. We are based in Vancouver and work with companies across Canada and internationally.
What does an engagement cost?
It depends on the scope. After a first conversation we send a written proposal with deliverables, timing and fees, so you know the cost before any work begins.
