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FINANCIALS & DUE DILIGENCE

Financial modeling and analysis that demonstrates top line growth, profitability, and investment ROI

Are you looking to:

check icon Get external validation of your financial investments
check icon Gain a better understanding of your financial position by analyzing your P&L
check icon Prove ROI and get company buy-in on a new program, channel or initiative
check icon Build a detailed, holistic budget with all disciplines in mind
check icon Evaluate retail investments pre- or post-M&A
check icon Develop a growth strategy for newly acquired investments

Need to justify an investment or approach? Struggling to prove ROI or make a “go / no go” decision? Executives are constantly tasked with growing sales and improving the bottom line. Our team of data-driven consultants can get into the details and offer perspective and recommendations, whether that’s building the next fiscal year’s budget or performing the due diligence on an investment.

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Our services to assess your business and plan for the future

P&L and Budgeting

A solid financial plan framework is critical in measuring and tracking your business profitability. Our former retail P&L holders will analyze and interpret your P&L statement and recommend corrective actions when needed. Our consultants will assess your current metrics against industry best practices and help determine investments across marketing, technology, people, and operations. We’ll make sure you have the right dashboard set-up to visualize your past, current, and future state of your business. We can also validate your short- and long-term budget and make sure you’re keeping market trends and changes in mind.
Investment Diligence

Sound investments require careful preparation and due diligence. Prospective buyers, private equity firms and investors leverage our team’s expertise to evaluate ecommerce and retail investments, pre- and post-M&A opportunities. Through quick evaluations, deep business and technical assessments, and go-to-market strategies and plans, we work with investors to identify strengths, weaknesses and opportunities, develop budgets and financial models, perform due diligence, and acquire the appropriate talent. Post-acquisition, we partner with new ownership and management teams to develop or refine growth plans, acquire “best-fit” talent, and execute on initiatives and tactical plans to ensure growth and return on investment.

Lasting Connections & Deep Expertise

The OSF Digital Strategy consultants are former retail and brand practitioners or commerce technology specialists who leverage their experience to help businesses make smarter investment decisions. We do this by providing strategic and tactical hands-on guidance on technology, marketing, merchandising, operations, financials, and organizational design.

Years of work with retailers, brands, distributors, investors, technology providers, and industry organizations have cemented our unique position in the digital commerce ecosystem. Our clients benefit from the collective experience of our team of consultants and the expertise we gained from being at the intersection of technology, strategy, and process.

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