Industries We Serve

Retail & Consumer

Retail and Consumer companies continue to face fast-moving and disruptive change. We at MorganFranklin Consulting can help you modernize your technology and data environments, transform your finance and accounting organizations, and respond to evolving customer preferences.

Our people deliver industry leading practices and insights with a “roll up your sleeves” mentality to help you overcome challenges and seize opportunities. We recruit from the Big 4 and industry leaders, which means you can expect our people to bring you cutting edge strategies based on our direct experience in the Retail and Consumer industry.

Our team of experts share industry trends, tips and insights.

Featured Insights

Learn how we were able to help our clients solve complex transformational challenges.

Case Studies

Our Retail & Consumer Industry Expertise

Finance Transformation

Whether through the supply chain, marketing or sales organization, our Finance Transformation services empower CFO’s, Controllers, and Treasurers to maximize the value of their own organizations to the larger business. We help Finance leaders at Retail and Consumer companies identify, prioritize, and implement initiatives that get better data in the hands of the business leaders, enabling improved decision making and efficiency.

Digital Finance & Real Time Financial Reporting
Finance Modernization Roadmap Development
Planning, Budgeting, & Forecasting Enhancement
Merchandise Financial Planning Process and Technology Enablement
Balance Sheet Planning & Management
Alignment of Management, Financial, and Other Reporting

Business Transformation

We support Retail and Consumer companies facing major changes to the way they do business. Executives in today’s marketplace face continual changes to their supply chain and sales channels from new technologies, new competitors, changing customer expectations, and a rapidly evolving trade environment, among other factors. We help forward-thinking executives re-imagine the way they do business.

Supply Chain Operations, including Demand Planning, Manufacturing Planning, Inventory Optimization and Replenishment Planning
Merchandising, In-Store Planning, and Category Management
Segmentation and Network Optimization Analysis
Process & Organization Realignment
Capital Markets (Funding, Hedging, and Cash Management)
Change Management & Customer Experience Transformation Supp.
Program Management Office Support

Enterprise & Cloud Applications

We support the innovations and investments our Retail and Consumer clients are making in their marketing, sales and supply chains. We work closely with our clients’ finance and technology functions to ensure they keep pace with advancing technologies (cloud, mobile, social media, big data, and analytics) and innovation accelerators (AI, IoT, Robotics, etc.).

Enterprise Resource Planning (ERP)
Corporate Performance Management (CPM)
Robotic Process Automation (RPA)
Supply Chain Planning Software Implementation
Business Process Automation
Private Cloud Hosting and Managed Services

Technical Accounting & Financial Reporting

Offering new products, promotions or services to new markets and customers creates complexity in revenue recognition accounting for Retail and Consumer companies. Successfully adopting new accounting standards is challenging and can strain the CFO and Controller’s resources. Our team combines Big 4 National Office experience with a practical delivery style to advise our clients on complex accounting issues and provide hands-on support in times of disruption.

Revenue recognition matters, including customer loyalty
New Leasing Standard Implementation
Current Expected Credit Loss (CECL) Implementation
Audit Readiness and Remediation
Internal Control Design and Assessment
SEC Reporting and Restatements

M&A Lifecycle

Deals in the Retail and Consumer industry are focused on building market share, reaching new customers, and spurring innovation. We support our clients through every stage of the M&A lifecycle, enabling them to manage risk and drive value.

Due Diligence: Financial, Operational, and Technology
Deal Structure & Purchase Agreement Strategy
Purchase Accounting and Valuation
Integration Management Office Support
Legal Day 1 (LD1) Regulatory and Management Reporting
LD1 Planning and Execution
Design, Implement, and Exit Transition Services Agreements (TSAs)
Combine Technology Systems and Operations
Design/Execute System and Data Conversion Strategies

CIO Advisory

Retail and Consumer companies are often challenged by their own legacy IT systems and databases, which constrain the finance, sales and supply chain organizations from getting better information faster. Our CIO Advisory services provide a comprehensive approach to solving your most critical IT challenges. We collaborate with you to ensure your technology strategy aligns with business goals to more readily deliver results that impact the bottom-line. By providing critical leadership throughout the process, we craft a tailored roadmap that safeguards assets, reduces process inefficiencies, and optimizes resources and talent.

IT Leadership Services
IT Strategy & Planning
Software Selection
IT Transformation
IT Assessment & Roadmapping
Benchmarking Assessment

Cybersecurity

A breach of customer data is one of the single biggest threats to the reputation of any Retail and Consumer company. Our Cybersecurity team is ready to implement security capabilities to guard against threats and monitor the technology and tools that enable 24/7 protection. We work with some of the world’s largest companies to deploy Cyber frameworks, incident monitoring, and L1 incident response.

Strategy, Governance, Risk & Compliance (GRC)
Identity and Access Management (IAM)
Managed Security Services – Cyber Fusion Center
Cybersecurity Operations
Application Security
Incident Response & Risk Intelligence

Risk Advisory

New products, promotions and services, along with new customer facing technologies, are critical to the growth of Retail and Consumer companies. This “newness” also creates risk, which means risk management is more important now than ever. We work with Retail and Consumer companies to understand, manage, and mitigate risks across their enterprise.

Enterprise Risk Management
Information Risk Management
Sarbanes-Oxley Compliance
Internal Controls Assessment and Optimization
Internal Audit Outsourcing/Co-sourcing

Private Equity Services

Record levels of capital deploy have resulted in Private Equity Firms aggressively moving into all areas of the market, with a focus on investing in innovative consumer brands and retail concepts. The market is assigning lofty valuations that can be highly volatile; this is requiring a renewed focus on growing the underlying value of a company. We help Private Equity Partners and Portfolio Company Executives build sustainable operations that enable growth.

Building Scalable Operations
Add-on Transaction Support
Buy and Sell-side Diligence & Close Support
Technology Assessment and Implementation (i.e. ERP, EPM, etc.)
CIO Advisory Support (i.e. Infrastructure, Cybersecurity, etc.

IPO Readiness

The road to becoming a public company is particularly challenging for Retail and Consumer companies because their brand and customer reputation is front and center. We take a holistic approach to IPO readiness and prepare our clients not only for their filing, but also for life as a newly public company. We start by conducting an end-to-end IPO Readiness assessment and building an IPO roadmap. We partner with executives through the entire process, from hiring an underwriter through to your first public company filings and beyond.

Assessing IPO Readiness and Developing an IPO Roadmap
Documenting Key Policies and Procedures (i.e. Revenue, Inventory, Leasing, etc.)
Preparing SEC Filings and Disclosures
Becoming Compliant with Sarbanes-Oxley
Undergoing a PCAOB Compliant Audit
Preparing a Finance Function (Reducing Close Times, Standing up FP&A, Modernizing your ERP, etc.)
Implementing External Reporting Capabilities

Data & Analytics

We help Retail and Consumer companies better understand, manage, and analyze their data to deliver actionable insight in response to new market opportunities and consumer trends. We are at the leading edge of leveraging the power of Data & Analytics to drive success. Our teams can help you manage and govern enterprise data and build the tools and processes to deliver consumer focused insights.