ANTIQUE MALL BUSINESS PLAN

I. Executive Summary

Company Description

Heritage Collective draws its name from the idea of preserving and activating historical goods together, emphasizing community and curation. We operate in the specialty retail sector, running a large-scale, professionally managed antique mall in Charleston, South Carolina, launching in 2026. Our core offering is leased vendor spaces supplemented by a centralized infrastructure: a modern POS system, shared inventory merchandising, and full-service marketing. We combine stable rental income with performance-based commissions and event revenue to create a predictable cash engine for both the business and independent dealers. One clear line: we make antiques easy to buy and sell under one roof.

Day-to-day we recruit and onboard specialized dealers, manage space layout and logistics, run point-of-sale and accounting, and execute local and digital marketing plus pop-up events. What sets us apart is professional facility management and data-driven vendor support that increases turnover and customer repeat rates versus traditional flea or consign models. We target collectors, interior designers, and affluent consumers in the Southeast who value curated authenticity and convenience. Short-term goal: reach 80% leased capacity and break-even within 12 months of opening. Long-term goal: scale to two additional regional locations within five years. One clear line: we turn curated inventory into reliable, scalable retail revenue.

Problem

Independent antique dealers in the U.S. face prohibitive fixed costs—high commercial rents and utilities—that make standalone storefronts economically fragile. Collectors and interior designers confront a fragmented market that forces multiple site visits to find quality pieces, slowing purchases and lowering transaction frequency.

Current retail geography and limited centralized marketing reduce seller visibility and foot traffic, leaving many dealers with lower margins and buyers with long search times. Existing solutions (individual shops, scattered markets, online listings) do not recreate a high-traffic, professionally managed retail hub that combines physical discovery with modern retail amenities.

Result: reduced seller revenue, missed high-value sales, and a poor discovery experience for serious buyers—creating a clear need for a consolidated, professionally run antique retail destination.

Solution

The antique market faces high overhead for individual dealers and a fragmented buyer experience, so we offer an expansive, climate-controlled retail environment where independent vendors lease dedicated booths and display cases. We centralize transactions and reporting through a facility-managed point-of-sale system so dealers focus on sourcing and curation while we handle sales, receipts, and inventory visibility.

We provide leased booths and display cases, a centralized POS, climate-controlled showroom and storage, an in-house coffee bar, expert-led workshops, and facility-managed marketing and operations. One-line: customers find varied, vetted antiques under one roof.

Mission Statement

We build a vibrant community around history, craftsmanship, and sustainable design, giving customers a curated, treasure-hunting experience. We provide independent antique dealers an affordable, professional platform supported by expert-led events and a curated marketplace. We are committed to preserving history while delivering modern, efficient retail solutions and becoming the premier U.S. destination for antiques and collectibles.

Key Success Factors

Prime location, capitalized build-out, vendor mix, targeted marketing, reliable systems, and events drive revenue and reputation.

• Prime location & $120,000 retail build-out — secures high foot traffic and retail-grade presentation.
• Recruit and retain diverse high-quality vendors — underpins $400,000+ annual rental income.
• Dedicated marketing coordinator — drives the foot traffic needed for $180,000+ annual commissions.
• Robust POS with transparent reporting — ensures operational efficiency and vendor trust.
• Regular community events — establish the mall as a regional cultural destination.

Financial Summary

Financial summary for the Executive Summary: first-year revenue of $600,000 rising to $1,070,000 by 2030, breakeven in Feb-2028 (26 months).

Financial requirements: maintain minimum cash $429,000 (Jan-2029); payback in 42 months; planned capex and build-out completed in Q1-2026. Anticipated ROI: IRR -0.02% and ROE -0.23% over the five-year growth phase.

Overall outlook: revenue growth to $1.07M by 2030 with profitability reached in Feb-2028 and steadily improving EBITDA to $165,000 by 2030.

Funding Requirements

We need approximately $650,000 in total funding to cover $202,000 of capital expenditures, a minimum cash/working capital buffer of $429,000, and runway to breakeven in February 2028 while scaling to $600,000 revenue in year one and $1,070,000 by 2030 (EBITDA improving from -$183,000 in 2026 to $165,000 in 2030; IRR -0.02%; ROE -0.23%).