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Service

Business Advisory

Advisory work applies the financial record to a decision. Expansion, pricing, vertical integration, and control design all become clearer when the underlying numbers are reconciled and comparable.

Executive boardroom with financial reports prepared for a client review

Growth and Expansion Analysis

New locations, added license types, and capacity investments are modeled with realistic ramp assumptions, working capital needs, and payback expectations before capital is committed.

  • Pro forma models with documented assumptions
  • Capital requirement and payback analysis
  • Sensitivity to price compression and volume shortfalls

Pricing and Margin Review

Category-level margin analysis shows where discounting, shrink, or input cost movement is quietly consuming profit, and what a price change would actually do to contribution.

Internal Controls and Cash Management

Control design is scaled to the operation: segregation of duties, approval thresholds, inventory adjustment authorization, and periodic independent review.

Systems and Process Improvement

Where staff are rekeying data between systems, the fix is usually integration and process design rather than more headcount.

Frequently Asked Questions

How do advisory engagements typically work?
Either as a defined project with a deliverable or as a recurring advisory cadence alongside monthly accounting.
Do you advise on licensing applications?
We support the financial components of a business plan. Licensing and legal requirements should be handled with qualified counsel.
Can you review our internal controls?
Yes, as a documented assessment with prioritized recommendations scaled to the size of the operation.

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Discuss Your Operation With a Cannabis Accounting Specialist

Call to talk through your license types, current records, and reporting needs, or schedule a consultation at a time that works for your team.