Why work with The Wealthy Retailer®

Our Why,

I have spent more than 25 years on the bipolar roller coaster of entrepreneurialism. Through that time, I have recognized my own peaks and valleys follow the very same peaks and valleys that my community rides every day.  That community is the Independent Retailer.  They are the lifeblood of their community and mine. They are the Soccer Moms and Dads, Hockey Moms and Dads, Sponsors and Supporters – they are building community.  Our mission is to help them get strong, obtain financial freedoms and retail WEALTH; The stronger they are, the stronger our communities are.”

Dan Holman


Our Promise, 

We will play offense in your business! We will focus on cash flow by optimizing the performance of your inventory. We will generate information that helps you capture market share and manage risk to grow the business profitably. We will provide the best system available to forecast sales and inflow. We will then provide a plan for your purchases and your markdowns in order to maximize cash flow.


Our What,

Dan and his team will help elevate you and your retail business by providing expertise around:

Wealthy Retailer - Profit and Cash flow

Profit and Cash Flow 

Cash is the only measure of profitability and the catalyst to steering your retail business. Cash in the bank enables you to make healthy, informed decisions taking your business to the next level.

Wealthy Retailer - Inventory Management

Inventory Intelligence

The RIGHT inventory, in the RIGHT class, at the RIGHT time drives sales, decreases spending and creates Cash Flow.

Wealthy Retailer - Accurate Sales Forecasting

Accurate Sales Forecasting

Knowing where you are going with a level of accuracy the mitigates fear and enables GROWTH.

Wealthy Retailer - Open to Buy Budget

Open to Buy Budgets

Knowing exactly where to invest and when to invest increases Sales, decreases Markdowns and improves return on your investment.

Wealthy Retailer - Promotional Planning

In-Store Promotional Planning

Knowing when and what to divest in capitalizes on opportunity, decreases gaps and earns Market Share.

Wealthy Retailer - Expense Analysis

Expense Analysis

Benchmarking your expenses allows us to identify opportunities for better control increasing your Bottom Line.

Wealthy Retailer - Inventory Structure

Inventory Structure

Knowing your POS system is set up to drive results to increase revenue and profits.

Wealthy Retailer - Vendor Negotiations

Vendor Negotiations

Knowing how to work with your vendors for the Win-Win to give your customers the products they want right now.

Wealthy Retailer - Incentives

Sales Training and Incentives

Knowing how to inspire, educate and motivate your staff to better results, improved performance and enhanced Customer Experience.

Why work with us?

Retail is our passion. We understand retail, open to buy planning, and the need to achieve financial security. Our objective is to bring a solid plan, experience and optimism.

Retail Orbit® enables us to give you a custom plan that guides you through the inventory maze that will give you peace of mind knowing you have an inventory management plan that is working for you. The plan is working to provide you with the security and profits you have always dreamed of.

Not all plans are created equal. You want a plan that is accurate and proven. The Wealthy Retailer® and Retail Orbit® put 25+ years of retail experience and 30+ years of trending and demand forecasting behind your business.

No two Retailers are the exact same and no two retail coaching plans are identical. We have created each of our packages to be tailored to suit today's evolving Retailer:


Book an introductory, NO cost NO obligation call today!