Core Services
Whether you are a founder trying to tighten up your operations and profitability, or an owner looking to get high-level operating support for scaling beyond your current systems and structure, or an investor looking for a commercial and operating assessment, The Heritage Approach can provide the deep expertise you require.
Growth & Profitability Diagnostic
A focused, two-week deep dive into where your business is leaking profit—and what to do about it.
Who This Is For:
Founder-led brands typically between $3M and $25M in revenue that:
Are growing, but not as profitably as expected
Feel operationally stretched or inconsistent
Lack clarity on where to focus next
Suspect margin, inventory, or channel inefficiencies
What I Do:
Channel & Revenue Quality
Wholesale vs. DTC mix, account profitability, pricing disciplineGross Margin & Contribution
Product-level margins, landed costs, discounting, hidden cost leakageInventory & Working Capital
Turns, SKU complexity, forecasting discipline, cash tied up in stockOperations & Fulfillment
3PL performance, shipping economics, returns, vendor compliance
Systems & Decision-Making
Reporting quality, data visibility, KPI discipline, organizational clarity, automation, and scaling
What You Get:
Diagnostic Summary
A clear, executive-level view of what’s working, what’s not, and whyTop 5 Value Levers
The specific actions that will most improve profitability and growth90 to 180 Day Action Plan
A prioritized roadmap with sequencing, ownership, and expected impact“If I Were You” Perspective
A direct operator-level view of what I would do if I were operating the business
Fractional Strategic Advisor
Ongoing, high-level operating support for founders scaling beyond their current systems and structure from a seasoned operator without the full-time hire.
Who This Is For:
Founder-led businesses that:
Have product-market fit and real revenue traction
Are scaling, but hitting operational or strategic ceilings
Need experienced leadership—but not yet a full-time executive
How I Work:
I act as a strategic partner to the founder, helping guide the business through critical decisions and transitions.
Typical areas of focus include:
Channel strategy (wholesale, DTC, international)
Pricing and margin structure
Inventory and working capital discipline
Operational scaling and 3PL optimization
Customer experience and retention
Organizational clarity and decision-making cadence
What This Looks Like:
Weekly or biweekly working sessions
Ongoing access for high-impact decisions
Structured prioritization of key initiatives
Direct, candid guidance grounded in operating experience
Investor Operations Diligence
Operator-led commercial and operational assessment for investors evaluating or scaling consumer brands. I won’t answer just what a business is, but how it actually runs and what it can realistically become.
Who This Is For:
Private equity firms
Independent sponsors
Search funds and acquisition entrepreneurs
Family offices
Evaluating or owning businesses in:
Active lifestyle / outdoor
Footwear and apparel
Consumer products and specialty distribution
What I Provide:
A practical, real-world assessment of how a business actually operates—and where value can be created or lost.
Key areas of analysis:
Revenue Quality & Channel Risk
Customer concentration, channel economics, growth durabilityMargin Integrity
True gross margin, cost structure, pricing disciplineOperations & Supply Chain
Inventory management, fulfillment, vendor relationships, scalabilityOrganizational Readiness
Leadership capability, decision-making structure, execution riskValue Creation Opportunities
Where and how EBITDA can be improved post-close
Deliverables:
Clear, concise diligence memo
Identification of key risks and hidden issues
Prioritized value creation opportunities
Optional 100-day operating plan
Book a Consultation
Let’s chat! We’ll prepare a proposal and walk you through how we can help.