Sgrs - Sg Retail Solutions

What Sgrs - Sg Retail Solutions does

SG Retail Solutions is a privately held boutique retail consultancy headquartered in Mooresville, North Carolina, founded in 2013 by Lonnie Tucker and Doug. The firm serves independent shop owners in the United States — particularly those operating at the $800K+ annual revenue tier — providing professional advisory services and software-based planning tools for cash flow forecasting, inventory management, open-to-buy planning, assortment planning, and retail analytics. Client engagements are structured around recurring monthly planning meetings, business assessments, and ongoing coaching on operational best practices, with services delivered through direct one-on-one consultations scheduled via HubSpot.

The company's product portfolio blends human advisory services with a suite of self-directed planning tools. Core products include Cash Flow Plans (a 12-month forward-looking cash flow forecasting tool accessed through cashplanit.com), Retail Analytics (built on Zoho Analytics for business intelligence, pre-Market reviews, and reorder assessments), Inventory Plans, Open-To-Buy Plans, and Assortment Plans (hosted at retail-planit.com and retailplanit.netlify.app). These tools are positioned as best-in-class planning capabilities typically unavailable to small businesses, developed from the founders' decades of corporate buying and store management experience. The architecture is essentially a partnership-stack model: SG Retail Solutions provides the advisory layer and client relationship, while third-party platforms (Retail Planit, Cash Plan It, Zoho Analytics) supply the underlying software.

The business operates a hybrid revenue model combining professional services (consulting engagements with quote-based pricing) and recurring software subscriptions (access to self-directed planning tools). Pricing is not publicly disclosed and is customized per engagement, with multi-year contract structures. The go-to-market motion is sales-led and consultative, relying on the founders' personal brand, word-of-mouth referrals from existing clients, and direct outreach through a HubSpot meeting scheduler. Geographic scope is currently domestic US, with the customer base concentrated in the SMB independent retail segment across multiple sub-verticals including apparel, design, and general merchandise.

Name

Sgrs - Sg Retail Solutions

Legal name

SG Retail Solutions

Website

https://sgretailsolutions.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

SG Retail Solutions is a privately held US boutique consultancy that provides independent shop owners with retail advisory services and self-directed planning tools covering cash flow forecasting, inventory, open-to-buy, assortment planning, and analytics, serving SMB retailers in the $800K+ revenue tier.

Ownership category

akta.pro rank

Product category

Retail Consulting Services

akta.pro primary industry

Retail ERP (Merchandising, POS Back Office) (HDAEAEAD)

akta.pro secondary industries

Retail Execution Technology & Services (SFA, Planogram, Image Recognition) (MPAAAJAM), Shopper & Retail Insights (In-Store/Path-to-Purchase, Category Insights) (MPAAALAJ)

Keywords

• Retail consulting
• Inventory planning
• Cash flow forecasting
• Open-to-buy planning
• Retail analytics

Headquarters

HQ city

Mooresville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Retail Consulting Services: Professional consulting services including business assessments, coaching, operational best practices, associate performance improvement, hiring, training, and assortment planning delivered through one-on-one engagements.
2. Planning Software Subscriptions: Access to self-directed planning tools including cash flow plans, inventory plans, open-to-buy plans, and assortment plans available through their retail-planit.com platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

SG Retail Solutions is a retail consultancy that provides independent shop owners with expert advisory services and self-directed planning tools for cash flow forecasting, inventory management, open-to-buy planning, assortment planning, and retail analytics. The company combines decades of corporate buying and store management experience with best-in-class planning software to help small retailers improve cash-on-hand balances, optimize inventory levels, and make data-driven buying decisions.

Product overview

SG Retail Solutions offers a suite of retail planning and consulting services built around a platform of software tools. The core portfolio consists of Cash Flow Plans, Retail Analytics, Inventory Plans, Open-To-Buy Plans, and Assortment Plans — all accessible through the retail-planit.com platform and its associated tools (cashplanit.com, Zoho Analytics). These products work together to help independent retailers with forward-looking financial forecasting, business intelligence, inventory alignment, and assortment optimization. Complementing the software tools is a Business Consulting service providing expert advice on associate performance, hiring, training, and operational best practices.

Differentiator

Problem solved

Functional benefit

Products and services

• Cash Flow Plans

Quantifiable outcome

• Clients successfully increased cash-on-hand balances using twelve-month forward-looking cash flow forecasts
• +2 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Retail Planit (retail-planit.com)coreTechnology or IntegrationRetail Planit is a platform providing merchandise planning, assortment planning, and related retail tools. SG Retail Solutions partners with and directs clients to Retail Planit for best-in-class inventory and assortment planning capabilities.
• Cash Plan It (cashplanit.com)coreTechnology or IntegrationCash Plan It provides cash flow planning tools that SG Retail Solutions recommends and integrates into their client advisory services for forward-looking cash flow forecasting.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Edited: Market and competitor analytics platform for retail buyers and merchandisers, providing assortment, pricing, and trend insights. Comparable to SGRS as a SaaS analytics layer for retail planning decisions.
• Strive (retail consulting): Retail consultancy providing advisory and operational support to independent and specialty retailers on buying, merchandising, and store operations. Closest direct competitor in the consultative retail advisory layer.
• Intelligence Node: Retail analytics and competitive intelligence platform focused on pricing, assortment, and market insights for retailers and brands. Comparable as a data/analytics overlay for retail planning and assortment decisions.
• Retail Zipline: Retail execution and task management platform for specialty retailers, providing HQ-to-store communication, store visit, and operational planning tools. Directly comparable to SG Retail Solutions as a planning + execution stack serving independent/specialty retailers.

Broad incumbents

• Manhattan Associates (Manhattan Active): Enterprise retail ERP, inventory, and merchandising platform used by mid-to-large specialty retailers. Comparable as a broad incumbent in the retail merchandising/ERP space that overlaps with SGRS' planning scope.
• Blue Yonder: Enterprise retail planning suite covering assortment, allocation, replenishment, and inventory optimization across categories. Comparable as a broader incumbent offering overlapping merchandising/cash flow planning functionality, though targeted at large retailers.
• Shopify (Retail planning apps): Commerce platform serving independent retailers with an ecosystem of inventory, cash flow, and planning apps. Comparable as the broader incumbent distribution channel and platform where independent retailers often run operations and where competing planning apps already exist.
• Aptos: Retail technology vendor offering merchandising, planning, and POS solutions for specialty retailers. Comparable as a broader incumbent with overlapping assortment, inventory, and OTB planning capabilities.

Others

• Coresight Research: Retail market research and advisory firm providing insights on retail trends, technology, and operations. Adjacent comparable as a research/insights provider serving the same retail decision-maker audience.

Emerging players

• NewStore: Mobile-first retail platform with POS, order management, and clienteling for specialty retailers. Comparable as an emerging platform targeting similar SMB-to-mid-market specialty retail customers with adjacent store operations focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/sgretailsolutions
• LinkedInlinkedin.com/company/sgrs

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sgrs - Sg Retail Solutions