Cannabis financial performance strategies built for scale, stability, and long-term growth. From valuation and modeling to cost reduction and exit planning, every decision is backed by data and designed to improve profitability.
Valuation & Financial Modeling
Build defensible valuations grounded in real market data. Cannabis business valuation using DCF, comparables, and market approach methods that investors actually respect.
Create multi-year financial models that withstand investor scrutiny. Cannabis financial modeling with integrated P&L, cash flow, and scenario analysis by product line and channel.
Model investor returns with precision and transparency. Cannabis revenue and EBITDA projections tied to IRR, MOIC, and cash distribution timelines for convertible notes and equity.
Turn business plans into credible financial forecasts. Cannabis pro forma financials and pitch deck models with unit economics, sensitivity analysis, and realistic growth assumptions.
Strategic Sourcing
Reduce CapEx and OpEx through competitive sourcing programs. Cannabis strategic sourcing for equipment, construction, packaging, and cultivation inputs with structured RFP processes.
Benchmark spending and identify cost reduction opportunities. Cannabis procurement strategy that compares your costs to market norms and negotiates better vendor contracts.
Source discounted equipment from distressed operators. Cannabis cost reduction through the acquisition of quality equipment at deep discounts and redeployment into emerging markets.
Vet and manage suppliers for reliability and compliance. Reliable cannabis suppliers and vendor vetting plus ongoing supplier management to reduce risk and maintain quality.
Strategy & Growth
Design data-driven growth strategies that protect margin. Cannabis business strategy consulting for scaling operations, entering new markets, and improving profitability across licenses.
Plan multi-state expansion with realistic economics. Cannabis multi-state expansion strategy including market selection, competitive analysis, and financial modeling for sustainable entry.
Turn around underperforming operations and improve cash flow. Cannabis business turnaround strategy focused on cost reduction, revenue optimization, and operational restructuring.
Align product, pricing, and channel strategies with growth goals. Cannabis revenue growth strategy that connects operational improvements to measurable performance gains and investor returns.
Financial Dashboards
See real-time performance across revenue, margin, and cash. Cannabis financial dashboards that consolidate POS, ERP, METRC, and accounting data into one unified view.
Track KPIs that actually drive profitability decisions. Cannabis KPI dashboards showing cost per gram, sales velocity, discounting impact, and category performance by location.
Monitor multi-location performance from a single dashboard. Multi-location dispensary dashboard with standardized metrics across stores, products, and customer segments for portfolio visibility.
Connect seed-to-sale compliance data to financial outcomes. Cannabis dashboard with METRC integration linking inventory, yields, waste, and batch performance to margin analysis.
Exit Planning
Prepare your business for a successful sale or transition. Cannabis business exit planning including valuation optimization, financial cleanup, and buyer-ready documentation and data rooms.
Navigate M&A processes with experienced advisory support. Cannabis mergers and acquisitions advisory from initial valuation through due diligence, deal structuring, and closing.
Assess exit readiness and address gaps before going to market. Cannabis exit readiness assessment identifies financial, operational, and compliance issues that could derail transactions or reduce value.
Structure exits that minimize tax burden and maximize returns. Cannabis exit tax and 280E planning plus guidance on partial exits, recapitalizations, and succession strategies.