How it works…
Do what you do best and outsource the rest! While each of our service packages are customized to meet the unique needs of each business, our meetings are built around the following core principles:
Retail Financial Analysis
Did you know, tracking purchases versus cost of goods sold can mean the difference between positive cash flow or being in the red?
We perform a break-even analysis to ensure that the sales and inventory plans we provide are aligned with your financial goals. Our team also develops a customized, rolling 12-month cash flow report that connects directly to your specific financials—such as profit & loss, income statement, balance sheet, and merchandise plan. This approach helps our clients gain clarity on the relationship between sales, purchasing, and expenses, highlighting when to conserve cash during slower periods or allocate funds toward long-term goals like retirement or a well-earned vacation. Through this strategic, managerial accounting framework, we optimize the management of your most valuable asset—inventory.
Sales & Merchandise Planning
Did you know that viewing each merchandise category as a separate profit center can reveal untapped sales opportunities—and, more importantly, hidden cash?
We provide a customized, bottom-up approach to planning that maximizes the profit potential of each product category. Our merchandise plans forecast future OTB needs by classification, incorporating current sales trends and location-based nuances. With our flexible, class-level reporting, you can measure performance and make data-driven decisions.
Market Prep
Did you know that being fully prepared for market allows you to confidently purchase the right quantity, type, and timing of products—helping you avoid steep markdowns at the end of the season?
We’ll equip you with a clear open-to-buy (OTB) budget plan organized by class, empowering you to make smarter buying decisions. You’ll have insights into your top-performing classes, vendors, styles, as well as optimal price points and sizes.
Education & Resources
Did you know, most retailers do not have prior retail business experience?
Our approach centers on education, equipping you and your team with the knowledge to make strategic, informed decisions. In our meetings, we break down data in clear, digestible terms to help you understand the insights that impact your business. To further support your growth, we offer Buyer 101 workshops to train your staff, in-person speaking engagements, and monthly newsletters with timely tips and strategies. We’re not just here to advise—we’re here to teach, collaborate, and empower you to optimize every aspect of your business confidently.
Access to Community
Did you know that the phrase "it takes a village" is believed to have originated from a retailer? While we can't fully confirm that, we wholeheartedly agree that having support is invaluable when it comes to running a business!
Joining The Indxx gives you access to a wider community of retail peers who understand the challenges you face as a small business owner. We believe that numbers tell only half the story, which is why we commit to actively listening, supporting you, and serving as a trusted sounding board. Our resources include discussion boards, educational tools, and monthly newsletters to keep you informed and engaged. Together with the broader Indxx community, we’ll help you identify challenges, provide strategic solutions, and celebrate every milestone and success along your journey.