Merchandise Financial Planning
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Retailers use a Merchandise Financial Plan as a strategic financial roadmap that outlines the expected sales, inventory levels, margins, and profits for a specific period—typically a season or fiscal year. It aligns a company's merchandising goals with its financial targets to ensure profitability and inventory efficiency.
Our Plans
We use best-in-class merchandise financial plans from our partner, RetailORBIT, to deliver precise sales forecasts, paired with inventory and open-to-buy strategies that boost independent retailers’ profitability. Since co-founder Marc Weiss returned, the platform has made enhancements unparalleled in the planning arena. You'll have insights into every facet of your business, at the item, vendor, class, and category level. By adding expert cash flow analysis, we ensure your inventory and buying plans align perfectly with your financial capacity
Sales, Inventory, and Cash Flow—All in Sync
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Sales, Inventory, and Cash Flow—All in Sync
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Our People
Our consultancy draws on years of experience applying established retail methodologies, with continuous improvement at its core.
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Our team of retail experts brings decades of corporate-level merchandising experience to help independent retailers boost profitability and resilience. We deliver strategic inventory planning, advanced analytics, and powerful tools often out of reach for small businesses.
With our Guidance, you’ll plan smarter, sell stronger, and grow with confidence.
What You Can Count On
White Glove Onboarding
Assessment
- POS hierarchy review by category and class
- Comprehensive analytics review
Education
- Retail 101 Terminology
- Buying Tips & Best Practices
- Platform Onboarding with tutorials and navigation training
Deliverables
- A monthly merchandise and open-to-buy plan by location, category, and class
- Pre-market vendor analysis.
- Complementing sophisticated analytics
- Quarterly cash flow assessments
The Results
Improved Cash Flow
You’ll Stock Smarter. Sell Faster. Succeed Bigger.
With Your Inventory—Perfected, Positioned, and Profitable.
Go from planning to profit
And Expert Advice – Always
Get Started Today
Tell us a bit about what you need
Share your details and a short note about your goals, and we'll be in touch.