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Strategy

Articles, videos, podcasts and webinars on Strategy for ecommerce brands.

  • Video

    Ecommerce Business Valuation

    An asset based valuation undersells an ecommerce brand, because manufacturing and fulfillment are outsourced and there is little to count. The income approach is the most accurate, and it runs on EBITDA (earnings before interest, taxes, depreciation, and amortization): two to four times on a conservative view, four to eight on a liberal one. Stephen Brown covers the factors that decide where in that range you land, and why what a buyer will pay is the number that counts.

    Stephen BrownJan 25, 20216 min

The service that fixes this

CFO Advisory

Forecasting, cash flow and growth strategy

  • Podcast

    AI Software Costs Are About to Explode: Is Your Ecommerce Brand Ready?

    AI companies run on venture capital, which means the price you pay is not the cost of the product. Stephen Brown walks Stacy Walker through what happens when that equalizes: base subscriptions plus token consumption, already visible in Claude's limits, GitHub Copilot's June shift, and Gorgias. He covers what tokens are, why GPU compute changed the economics, and why matching cheaper models to simpler work is about to matter. He finishes with how to spot the creep before it compounds.

    Stephen BrownJun 24, 202631 min
  • Podcast

    Financial Impacts of EOS in Ecommerce

    Guest: Bret Mitchell, EOS Implementer at EOS Worldwide. He started his career consulting Fortune 500 companies in New York, later sat on the leadership team at Purple and held the chief merchandising officer seat at Overstock.com, and now helps leadership teams across industries implement EOS.

    Stephen BrownMay 13, 202640 min
  • Podcast

    Business Valuation Before the Sale: How to Build Value You Can Use Right Now

    Mark Lupton returns to argue that business value isn't something you find out at a sale. He and Stephen Brown work through judging your own business the way an acquirer would: opportunity on one side, risk on the other, with proof and protection as the evidence that bridges them. They also apply Porter's Five Forces to channel concentration, explain why growth that outruns your own cash flow costs you at valuation, and separate intrinsic value from market value.

    Stephen BrownMar 4, 202650 min
  • Webinar · On demand

    An Honest Conversation on AI, Capital, and What's Actually Working in Ecommerce Finance

    Merchant cash advances quote a fee, not a rate. A 10% fee repaid over four months is closer to 42% APR, and most brands never do that math. Stephen Brown and David Segal of Highbeam cover what LedgerGurus customer data shows about margins and cash, why inventory problems are operational rather than financial, how to negotiate supplier terms before borrowing, and where AI is producing real results in finance work.

    Stephen BrownJun 11, 202654 min
  • Webinar · On demand

    Planning for 2026 with 10 Ecommerce Finance Predictions

    Ten calls for the year ahead, delivered in 25 minutes. Stephen Brown argues tariffs have peaked, interest rates split into winners and losers depending on what your debt is tied to, and inflation stays sticky enough that annual price reviews are now table stakes. His most bullish call is AI: shopping, checkout, and eventually advertising. Lauren Maillard covers the tax provisions worth planning around.

    Stephen BrownJan 15, 202625 min

Common questions

All 12 Strategy FAQs
  • How are tariffs affecting ecommerce businesses right now?

    Tariffs directly raise COGS and squeeze margins, and they're specifically named as one of the current pressures (alongside supply chain disruption and rising holding costs) making inventory management more urgent in 2026. Response strategies include diversifying manufacturing across countries, negotiating DDP (delivery duty paid) terms so suppliers absorb the tariff burden, using bonded warehouses to defer tariffs until goods actually sell, and modeling scenarios with a dedicated Tariff Impact Calculator before deciding whether to raise prices.

    Read: Why inventory optimization matters now
  • How is AI changing the tools ecommerce businesses use for financial planning?

    Founders who tried dumping financial data into general AI tools have had mixed results, inconsistent responses, expensive for basic queries, and hard to audit or trace. What's actually working is purpose-built AI trained on specific financial workflows (connected to QuickBooks, banking, inventory data) that writes repeatable, auditable code rather than generating one-off answers each time, so the same process runs reliably whether you check it Monday or Friday.

    Read: Where AI fits in cash flow planning
  • Should you clean up your books before going to market, and how much does it matter?

    Yes, unambiguously. Clean, accurate books are described as "the single biggest thing" you can do to increase your sale price, they prove your numbers are trustworthy, strengthen your negotiating position, and directly support a higher valuation. Messy books make buyers nervous and hurt you at the table, even if the underlying business is healthy.

    Read: Why clean books raise your sale price