Financial Performance

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.

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