WHAT WE DO
Comprehensive financial & operations consulting
Ready to elevate your cannabis business with expert financial leadership? Let's discuss how we can drive your success together.
Fractional CFO Services
Senior-level financial leadership without the full-time cost. Strategic financial planning, investor relations, and executive decision support tailored to cannabis industry complexities.
Financial Planning & Analysis
Multi-year planning, competitive analysis, revenue forecasting, and price-volume-mix analysis to strengthen your market positioning.
Cash Flow Management
Expert cash flow projections and management strategies critical for cannabis businesses navigating banking challenges and seasonal demand fluctuations.
ERP Implementation
Complete ERP system selection, implementation, and optimization with cannabis industry compliance requirements and seed-to-sale tracking integration.
Standard Costing & Capacity Planning
Development of robust costing systems, BOM creation, cultivation and production capacity optimization for vertically integrated operations.
Operations Excellence
SOP creation, organizational development, demand planning, and inventory management systems to ensure compliance and operational efficiency.
Commercial Strategy and Demand Planning
Our integrated Demand Planning & Commercial Strategy offering unites forecasting, pricing, and promotion decisions into a single margin-focused system, replacing the siloed approach that leaves profit on the table through overproduction, stockouts, and misaligned discounting. Through a structured diagnostic, design, and implementation process, we build forecasting models, pricing architecture, and trade promotion strategies that work together-so supply decisions, price points, and portfolio choices are always made with margin impact in mind. The result is measurably tighter alignment between what a business can profitably sell and what it plans, prices, and produces, driving sustained margin gains rather than one-time fixes.
M&A Advisory
Our M&A Advisory service provides end-to-end deal analysis support, guiding clients through financial due diligence, valuation modeling, and risk assessment to inform confident transaction decisions. We build and manage comprehensive, well-organized data rooms that streamline diligence for buyers, sellers, and advisors while safeguarding sensitive information throughout the process. To support fundraising and deal execution, we also develop polished, investor-ready pitch decks that clearly articulate the transaction narrative, financial position, and value proposition to key stakeholders.
Industry-specific expertise
All services are delivered with deep understanding of cannabis industry regulations, compliance requirements, banking challenges, and unique operational complexities. From seed-to-sale tracking integration to multi-state licensing considerations, we ensure your financial systems support both growth and regulatory compliance.
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