Retail / Wholesale

Strategic Financial Planning for Retail and Wholesale Businesses

Understanding how to profit from changing consumer demands, as well as the economic swings that impact even the most well-managed businesses, requires a wide set of industry-specific financial assessment skills. Changes in this industry can be drastic, such as: new sales channels, new technologies, changing consumer demands, shopping habits and cautious confidence levels. At the same time, rising costs impact everything from the business bottom-line to supplier relations. With these unprecedented challenges, retail and wholesale businesses have a lot to consider.

With extensive experience working for business-to-consumer retailers and all types of supplying wholesalers, DS&B has a specialized team of dedicated advisors who can help you navigate the complex challenges affecting your industry. Looking beyond the accounting entries to uncover the key operational activities is necessary to make critical decisions. Our retail/wholesale client service teams are led by partners who have experience working with companies ranging from Fortune 500 corporations to entrepreneurial businesses to closely-held family enterprises.


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Retail / Wholesale Contact

Sean Boland, CPA | Principal
Sean’s expertise in retail businesses and franchisees has helped numerous clients fully understand their financial picture – and make the right decisions to take advantage of opportunities. View More

Daniel Freeman, CPA | Principal
Dan advises numerous retail and wholesale industry clients as a full-service partner. His 25 years experience in accounting and finance help his clients understand key profit and growth drivers. View More