Expert Details

Expert in Retail Industry Management: Store Costs, Corporate Planning, Distribution

Expert ID: 724558 New Mexico, USA

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Over 25 years of experience in entrepreneurial start-ups, venture capital roll-outs, initial public offerings, strategic planning and organizational development in retailing. Personal advisor and management coach at the CEO level for companies of all sizes. Principle objective is identifying and achieving the management and moral high ground. Assisting companies in adopting best practices and competitive strategies through an historical and on-going study of retail companies throughout the US and around the world. Helping the CEO in defining the mission and matching the organization and business processes to the mission. Finding levers for intelligent growth. Identifying best practices and establishing business processes for continuous improvement. Defining the business model and related strategies to achieve competitive positioning.

Benchmarking to support decision making in support of shareholder value. Creating a reason for consumers to vote with their feet for a retail format. Pull marketing to allow the consumer to drive the product and service offering. Determining the nature and direction of the business in a global competitive market. Engineering the consumer experience to differentiate the product and service offering. Defining the business processes that will permit continuous improvement through systematic decision making. Global supply chain efficiency and responsiveness. Unified customer experience before, during and after each visit to a retail store. Minimizing the costs and risks of achieving a superior merchandise assortment. Turning an idea into a company. Financial modelling as the foundation for superior execution. Harnessing the reach and power of the Internet.

Developed detailed strategic business plans for a number of emerging retail companies, enabling entrepreneurial management to raise venture capital and implement organizational and business process development programs for aggressive growth.Conducted executive management training programs for several national specialty store chains. The programs included strategic planning workshops and hands-on training in financial analysis and operations management.Conducted reviews of merchandise planning, buying and distribution functions to improve productivity and control. Introduced innovative techniques such as open-to-ship distribution and assortment planning.Assisted in vendor partnership development and vertical integration of product development and global sourcing for a wide range of retail formats.Performed operations reviews of numerous companies to introduce best-in-class business practices to increase productivity, improve financial control, and reduce direct store expense.

Expert may consult nationally and internationally, and is also local to the following cities: Albuquerque, New Mexico - Rio Rancho, New Mexico

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Education

Year Degree Subject Institution
Year: 1966 Degree: BS Subject: Physics and Electronics Institution: University of Wales

Work History

Years Employer Title Department Responsibilities
Years: 1986 to Present Employer: Undisclosed Title: Principal Department: Responsibilities: • Business planning: Developed detailed strategic business plans for a number of emerging retail companies, enabling entrepreneurial management to raise venture capital and implement organizational and business process development programs for aggressive growth.

• Management development: Conducted executive management training programs for several national specialty store chains. The programs included strategic planning workshops and hands-on training in financial analysis and operations management.

• Merchandise management: Conducted reviews of merchandise planning, buying and distribution functions to improve productivity and control. Introduced innovative techniques such as open-to-ship distribution and assortment planning.

• Supply chain strategy: Assisted in vendor partnership development and vertical integration of product development and global sourcing for a wide range of retail formats.

• Business process re-engineering: Performed operations reviews of numerous companies to introduce best-in-class business practices to increase productivity, improve financial control, and reduce direct store expense.

• Mergers and acquisitions: Prepared detailed offers of private placement and carried out valuations of retail businesses in the specialty apparel and hard goods sectors.

• Technology management: Prepared information systems plans and established on-going technology management processes for a wide range of retail companies.

• Turnaround management: Assisted numerous companies in restructuring with and without bankruptcy court protection.

• Boards of directors: Served on the boards of directors of several private and public companies, including The Office Club and Esprit de Corp. Assisted numerous companies in building appropriate boards and in establishing responsive board reporting policies.
Years: 1971 to 1986 Employer: Touche Ross & Co. Title: Partner Department: Management Consulting Responsibilities: He was a retail industry practice leader.

International Experience

Years Country / Region Summary
Years: to Present Country / Region: Europe Summary: Numerous projects for major retailers
Years: to Present Country / Region: Japan Summary: Numerous projects for major retailers
Years: to Present Country / Region: Mexico Summary: Numerous projects for major retailers

Additional Experience

Expert Witness Experience
Expert's company is an independent management consulting firm serving the global retailing and supply chain industries. The practice focuses on the needs of emerging and/or high-growth retail companies in the areas of strategic and business planning, capital formation, and the rapid implementation of core business strategies. The breadth and depth of our experience is often valuable in litigation support matters and litigation support now accounts for one fifth of our service revenues.
Training / Seminars
Frequent speaker and writer on retail industry matters before industry forums and client companies.
Marketing Experience
Retail industry thought leader.

Fields of Expertise

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