Expertise you can trust
North Pier Advisory provides flexible hands-on advisory services to small and lower mid-market businesses in CPG and retail.
Reach out to set up a complementary 1-hour call
Strategy
Clarifying short/medium/long
term goals & priorities
Implementing a robust annual
planning process
Prioritization of sales channels
Identifying the right capital
structure to balance growth and risk
Branding/Marketing
Concisely communicating value to consumers
Identifying ownable points of
difference
Logo & packaging design
Developing brand assets
Managing Agency projects
Reporting
Timely tracking of the most
impactful KPIs
Comprehensive reporting
structure to make managing
the business easier
Organized, accurate, and action
driving monthly financials
Distilling complex topics in a
simple way for key stakeholders
Economics
Unit level gross profit delivery
Pricing strategy optimization
Disciplined approach to
discounting
Overhead structure analysis
Evaluating potential
investments (marketing,
CapEx, people, etc.)
North Pier Advisory provides expertise to revolutionize your business without the cost and risk of an
expensive full-time hire.
All arrangements are flexible based on client need; ranging from long-term advisory relationships to
short-term project work.
For most clients, the focus is on implementing “business fundamentals” – examples include:
Dan Reese is the Managing Partner of North Pier Advisory. All clients work directly with Dan in a collaborative and hands-on manner. In some cases, subject matter experts may be called upon to assist when needed.
North Pier Advisory is highly selective when evaluating new projects and will only take on a client if there’s a clear path to adding significant value.
All advisory relationships are rooted in trust and transparency. Dan prides himself on his reputation – most inquiries come from referrals within his network.
Simply put, Dan cares about doing great work matters and is “emotionally invested” in the success of every client.