Industry
Retail
Services
Investment Advisory, Financial Strategy
Engagement
8-week investment review
The challenge
The business needed to evaluate new locations without overstretching resources or committing capital before the numbers were well understood.
Our approach
We reviewed unit economics, modeled expansion scenarios, and mapped funding requirements against realistic ramp-up timelines.
Key workstreams
Analyzed store-level unit economics and payback periods.
Modeled conservative and accelerated expansion scenarios.
Mapped capital and working-capital requirements.
Defined go and no-go criteria for each stage.
Outcomes
A clear, staged expansion plan.
Funding needs understood before commitments were made.
Shared assumptions the leadership team can revisit.
The result
A staged expansion roadmap with decision gates and clearly defined assumptions.
Results at a glance
3
Staged decision gates before each opening
2
Expansion scenarios modeled in detail
Facing a similar challenge? Let’s talk about where to start.
We now have a more consistent way to review performance, understand risk, and decide where to invest our attention.
Alex Morgan, Managing Director, Cedar & Stone Retail



