retailer packages

“Project Clarity Session”

Best for:
Retailers evaluating a new space or refresh who want executive-level clarity on budget, scope, and feasibility before committing capital or setting internal expectations.

Why it matters:
This session provides a clear, informed framework to assess viability, define realistic budgets and timelines, and avoid costly missteps before a project formally begins.

Includes:

• 90-minute consultation — on-site if local, otherwise virtual

  • On-site visits outside the area are available for an additional fee; travel expenses apply

• High-level space planning feedback on layout, flow, and feasibility

• Budget range per market

• Recommended contractor approach (General Contractor vs. design-build, sequencing, timing)

• Risk and “red flag” review (permitting, timeline, structural or historic concerns)

• Lease Review

• Clear guidance on next steps

What you’ll receive:
A follow-up summary email outlining key recommendations and suggested next steps.

Fee Structure:

• One-time fee — 50% due upfront

“Build Alignment Package”

Best for:
Clients with completed design and construction documents who want budget certainty and a clear path forward before breaking ground. If your plans are done but you’re unsure how to move from drawings to construction, this package bridges the gap.

Why it matters:
This phase aligns scope, pricing, and contractors to make your project truly build-ready—reducing risk and surprises.

Includes:

• Comprehensive Plan Review

• Help navigate local permitting, approvals, or historic preservation guidelines

• Pre-Construction Schedule Review

• Preliminary budget alignment

• Value engineering assistance

• Contractor bid coordination (up to 3 General Contractors)

• Bid leveling and comparison

• Scope clarification support

Not included:

• Construction management or site oversight once the project begins

Fee Structure:

• One-time fee — 50% due upfront

“Build Execution”

Best for:
Retail clients with completed design and construction documents who already have a general contractor and vendors selected, and want experienced oversight to manage execution during construction. Design is done—now it’s about delivery.

Why it matters:
Hands-on project management focused on protecting your budget, schedule, and build quality while serving as your advocate throughout construction.

Includes:

• Contractor coordination and oversight

• LL coordination

• Help navigate local permitting, approvals, or historic preservation guidelines

• Schedule creation and management

• Budget tracking and cost control

• Review of quotes, invoices, and change orders

• Site visits as outlined in the project agreement (visits and travel billed separately)

• Progress reporting

• Issue resolution and quality checks

• Fixture & Furniture installation oversight

• Punch list Coordination

• Store Opening Support

Not Included:

• Trade labor

• Contractor warranties

• Daily on-site supervision

• Permitting

• FF&E purchasing and coordination (available as an add-on service with procurement mark-up)

Fee Structure:

• % of construction cost with minimum PM fee

• 20% due up-front

• Billed monthly over construction duration

• Additional services or travel billed separately

“Your advocate for every stage of your retail project.”

Best for:
Retailers seeking a single point of accountability to oversee design, construction, and vendors—keeping projects on budget, on schedule, and aligned with brand vision.

Why it matters:
An Owner’s Representative acts on your behalf to make sure every decision supports your goals. From design review to construction execution, vendor selection, and budget approvals, you gain a strategic partner focused solely on protecting your investment and minimizing surprises.

Includes:

• Acting as your representative in all project decisions and meetings

• Oversight of Design Team, Project Manager and construction execution

• Coordination with architects, contractors, vendors, and consultants

• Budget, schedule, and quality alignment

• Review and approval of major change orders and invoices

• Risk and red-flag identification

Fee Structure:

• % of construction cost or flat retainer

• 20% due up-front

• Billed per project phase

• Additional services or travel billed separately

“Vendor Matchmaking”

Best for:
Retailers looking to build or expand their network of trusted partners—whether you’re new to the market or seeking fresh connections for fabrics, custom millwork, signage, specialty finishes, furniture, contractors, architects, expeditors, or other professional services.

Why it matters:
Finding the right partners is critical to keeping projects on schedule, on budget, and up to brand standards. This service connects you with vetted vendors and professionals to streamline sourcing, minimize risk, and ensure quality results.

Includes:

• Personalized referrals to trusted vendors and trades

• Recommendations for architects, contractors, and specialty consultants

• Guidance on which partners are best suited for your project type, budget, and timeline

• Optional introductions and coordination support

Fee Structure:

• Flat or hourly fee (depending on scope)

• Travel for in-person introductions billed separately, if applicable

Micro projects billed at an hourly rate.

Looking for custom design services? Let’s connect and create a package tailored to your project.