The Heritage Approach
Management consulting services for aspiring Active Lifestyle brands.
Generating Value,
Matched to Your Values
The Heritage Approach, LLC is a San Diego, CA-based growth and efficiency consulting agency that provides lower middle-market Active Lifestyle Brands who aspire to “heritage” status with the tools, knowledge, and frameworks needed to efficiently and profitably thrive in today’s hyper-competitive consumer goods marketplace. We’ll help you achieve a business that serves you and creates enduring value for all stakeholders by approaching your business with heritage in mind.
Our Core Services
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It all starts with a strategic breakdown of the company and its position within the market, including product, sales channel, and customer performance to allow for the creation of a smart growth plan to help you accomplish your mission.
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A well-aligned go-to-market strategy gives life to the growth strategy and lays the foundation for effectively and efficiently reaching your target customers through the right sales channels for long-term success.
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Smart processes, systems, and data plans enable additional layers of efficiency and competitive advantage to effectively achieve scale and profitability at any size. We build business processes and workflow automation for common operational challenges.
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We are adept at assisting you with key financial solutions. From fiscal control to financial planning tools, reporting metrics, cost rationalization, contract reviews, and many other challenges. Further we can help you cut costs on everyday items by leveraging best-in-class tools to review contracts, purchasing, transactional costs, and even taxes.
Reach Out for a Consultation
Let’s chat! We’ll prepare a proposal and walk you through how we can help.