What I do

Three pillars.
Every engagement.

Oren Epstein advises founders, operators, talent, athletes, and hospitality groups across brand positioning, go-to-market strategy, financial modeling, and business infrastructure for consumer, wellness, hospitality, and lifestyle ventures.

Every advisory engagement runs across brand concept and experience, growth and visibility strategy, and business infrastructure. The depth and mix shift depending on where the business is and what it actually needs. For brands being built from scratch, this runs as a structured multi-month sprint: category analysis, brand naming, brand narrative, messaging architecture, content system direction, and a go-to-market blueprint. For established businesses, the work goes where the problems are.

The three pillars
01
Concept + Experience
For businesses that need a sharper idea behind the product, the offer, or the experience they are building.
Positioning, narrative, and brand expression
Offer architecture and service design
Customer and member journey refinement
Brand naming and messaging architecture
Content system direction and founder presence strategy
Visual direction and creative partner briefing
02
Growth + Visibility
For businesses that are ready to grow but need more structure behind where to push and how to sequence it.
Go-to-market strategy and launch planning
Channel strategy: DTC, retail, wholesale, gyms, digital
Influencer, affiliate, and partnership strategy
Pre-launch audience building and community strategy
Membership model, pricing, and incentive design
Retention, loyalty, and communications direction
03
Business Infrastructure
For businesses that need stronger commercial structure behind the idea they are already running or building.
Pricing strategy and revenue optimization
Financial modeling and unit economics
Budgeting, forecasting, and KPI review
Operations review and systems guidance
Website, app, and digital tool direction
Hiring guidance and team structure planning
How I work
01
Diagnosis before prescription
Every advisory engagement starts with understanding what is actually broken or missing before recommending anything. Most businesses already know what they want to do. The strategic work is figuring out whether that is the right thing.
02
Strategy led,
specialists pulled in
I lead the brand thinking, pressure-testing, and strategic direction. When execution requires designers, architects, accountants, PR agencies, or digital partners, I bring in the right people from a network built across a decade of operating and advising.
03
Small roster,
full attention
I work with a limited number of businesses at a time. The ones I work best with are capitalized, serious about what they are building, and ready to move when the clarity arrives.
Specific capabilities

Where the work gets concrete.

Beyond the three pillars, there are areas where the advisory goes deep. Financial modeling is available as a standalone project. The others are part of broader advisory engagements.

Standalone deliverable
Financial Modeling
A custom financial model built specifically for your business, designed to become the central tool for decision-making, business planning, and investor or lender conversations.
Multi-year revenue and expense projections
Unit economics across formats, channels, and volumes
Breakeven and profitability analysis
Cash flow forecasting
Scenario planning for different growth paths and capital structures
Advisory engagement
Fundraise Support
For founders raising capital who need more than a pitch deck. I work with you on the full fundraise: the model, the narrative, how you talk about the business in a room, and who you should be talking to.
Investor-ready financial model and projections
Pitch deck strategy, structure, and narrative
Founder coaching on investor delivery and Q&A
Warm introductions to investors from my network
Round structure and terms guidance
Advisory engagement
Go-to-Market Strategy
For brands preparing to launch or re-launch into market. I build the commercial plan: who you are selling to, where, in what order, at what price, and with what story behind it. Includes the full launch playbook through the first 6 to 12 months.
Channel strategy and sequencing (retail, DTC, Amazon, wholesale, gyms, partnerships)
Pricing, margin analysis, and trade strategy
Brand positioning and launch narrative
Influencer, affiliate, sampling, and seeding strategy
Pre-launch audience building, waitlists, pre-orders, and limited drops
Micro-launch offer structures to test pricing, bundles, and demand
Marketing calendar and milestone planning for the first 6 to 12 months
Advisory engagement
Space Planning + Build Advisory
For hospitality concepts, members clubs, wellness studios, gyms, and physical spaces. I work across the full build and launch: site selection through construction, membership design, pre-opening events, and opening strategy.
Site selection, lease review, and location strategy
Contractor, architect, and design partner sourcing
Interior direction, equipment planning, and use of space
Build timeline management and vendor coordination
Membership model, pricing tiers, application journey, and policy design
Programming calendar, events strategy, and community architecture
Partnership and sponsorship strategy
Pre-opening pop-ups, soft launches, and launch week planning
Team structure, recruitment, training, and staffing
Advisory engagement
Website + Digital Strategy
For businesses that need a sharper digital presence but do not have the experience to brief, select, or manage the right partners. I lead the strategy and oversee execution so the site, the flow, and the tools actually serve the business.
Selecting and briefing web designers, developers, SEO, and performance marketing partners
Website architecture, user flow, and homepage strategy
Product page structure optimized for education and purchase
Bundle strategy, subscription setup, and average order value optimization
Booking platform, app, and digital tool selection and guidance
Ongoing partner management and accountability

Working on something worth thinking through?

I work with a small number of businesses at a time. If what you are building fits, or you are not sure yet, reach out. The first conversation is just a conversation.

Two formats most engagements start in: a Strategy Day for fast clarity, or Brand and Business Architecture for the deeper rebuild.

Get in touch