Stop losing money you can't see.
Retail and operations strategy for shops, boutiques, brands, and dispensaries. 25 years of retail experience finding the leaks and fixing them.
What is The Umbrella Strategy?
Umbrella Strategy helps product businesses grow without the chaos. We find where you are losing money, fix the systems behind it, and build a team that runs without you putting out fires every day.
We work with retail stores, boutiques, consumer brands, e-commerce shops, food and beverage, and dispensaries. If you sell a product, we help you sell more of it and keep more of what you make.
Built by an operator, not a theorist.
25 years in retail. 50+ stores led across 10 states. 20%+ sales growth. We built one new market from $0 to $1.2 million a year, and doubled a retail group’s weekly sales. Now we do it for you.
Sound familiar?
Sales look fine, but cash is always tight.
Shelves are full of stock that won’t move.
You’re not sure which products actually make you money.
You can’t take a day off without something breaking.
If two or more sound like you, you have profit leaks. We find them and fix them.
How it works
Step 1: Book a free 30-minute call.
Step 2: Get an honest plan for what to fix first.
Step 3: We fix it together, on-site in Los Angeles or over Zoom anywhere.
Our services
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Strategy Session
90 minutes. Bring one problem, like slow sales, high costs, or staff turnover, and leave with a clear plan to fix it.
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Growth Intensive
A 30 to 90 day roadmap to grow your business. We cover product mix, pricing, vendors, KPIs, and staffing, and tell you exactly what to fix first.
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Business Assessment
The best place to start. We review your sales, margins, inventory, and operations, then give you a written report with your top 5 fixes.
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Strategy-In-Action Day
A full working day, on-site or virtual. We build your SOPs, merchandising, team training, and reporting with you, live.
“The Umbrella Strategy helped me reconnect with my business in a way I didn’t know i needed. I walked away with clarity, a real plan, and a sense of alignment I hadn’t felt in months.”
— LUISA H., UMBRELLA STRATEGY CLIENT
Questions owners ask
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Owner-run businesses that sell a physical product: shops, boutiques, consumer brands, e-commerce, food and beverage, and dispensaries. Most have 1 to 10 locations.
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Nothing. It’s 30 minutes to talk through your business. You’ll leave with at least one idea you can use, and an honest answer on whether you need more help.
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Many fixes, like scheduling, reorders, and pricing, can pay off in the first 30 days. Bigger changes to systems and team structure usually take 60 to 90 days.
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Yes. We work with businesses anywhere over Zoom, and on-site in Southern California or in other areas by request.
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Start with the free call. Most owners then choose the Business Assessment, which shows exactly where you’re losing money and what to fix first.