Our Service Process
Discovery Call
We start by understanding your unique challenges, goals, and vision for your business. This initial conversation helps us gather key insights to craft tailored solutions for your success.
Defining the Scope of Work
Together, we define the exact services needed to meet your objectives. This step ensures clarity and alignment, creating a roadmap that outlines the tasks, timelines, and deliverables.
Secure Onboarding
With a seamless and secure onboarding process, we integrate our team into your financial operations. You’ll receive a detailed plan and open communication to ensure transparency from day one.
Expert Team Execution
Our team of specialists brings your strategy to life with precision and expertise. We work efficiently to execute the plan while continuously monitoring progress to ensure optimal results.
Ongoing Partnership
We provide continuous support. As your business evolves, we adapt and offer guidance to help you navigate new challenges and opportunities.
Accounting
We’ll establish a solid footing with accounting practices that fit your organizations size and needs.
- Accounting
- Performance Measurement and KPIs
- Financial Due Diligence
- Restructuring and Cost Management
- Asset Liquidation and Disposition
Financial Accountability
Having accurate accounting can impact your business by allowing you to make thoughtful and decisive moves. With proper accounting, we will turn the data into a meaningful decision-making tool.
Budgeting and forecasting are also pivotal for strategic and operational groundwork and to provide you with a blueprint for success. We’ll work to establish a cadence of meetings to regularly touch base on these metrics to stay on track.
We’ll work with your team to establish a cadence of financial meetings so you can monitor your accomplishments and deficits with your goals as the north star.
- Financial Projections & Budgeting
- Turnaround Financial Advisory
- Capital Budgeting and Financing
- Financial Advisory and Consulting
- Debt Management and Negotiation
- Transaction Advisory Services
- Deal Support Services
- Post-Transaction Services
Tax Planning & Preparation
Tax planning is best when proactive rather than reactive. You have choices when it comes to tax planning, and we’ll work with you to present your options in an understandable way.
We like to present options at key times throughout the year so that you are prepared and can make thoughtful decisions that will shape the tax impact to your business.
- Tax Planning, Compliance, and Optimization
- Tax Audits
- Tax Preparation
- Tax Due Diligence
General Consulting
As part of your trusted advisor team, we are there for you throughout your business cycles. We’ll work to surround you with the right suite of advisors or professionals that you may need from other fields.
We are well-networked and spend time with many of the other advisors in order to provide you with the best resources for your company – and for your individual needs.
We systematically work to meet as needed with your trusted advisor team so that we are all on the same page, eliminating redundancy as well as ensuring transparency and communication.
- Business Plan
- Strategic Planning and Advisory
- Investor Relations
- Team Planning
- Legal Structure
- Partner, Shareholder, Founder Agreements
- Business Structuring and Entity Selection
- Investor Readiness
- Litigation Support
Launching Your Cannabis Business with Confidence
- Funding
- Regulatory Compliance
Do you need help setting up financial systems that ensure insights from day one?
We help early-stage cannabis businesses build a solid financial foundation.
Building a Strong
Financial Foundation
- Financial Structure
- Compliance Updates
We solidify the financial backbone of your cannabis business by designing your accounting systems, optimizing tax strategies, and ensuring full compliance as regulations change.
Scaling Up
for Long-Term Success
- Scaling Operations
- Investment Needs
Is your current cash flow sufficient to support the next phase of your growth?
We provide robust cash flow management, investor relations, and financial strategy to keep your business growing efficiently. Our expertise ensures that you remain profitable while navigating the challenges of expansion.
Navigating Mergers
and Acquisitions with Precision
- Valuation & Due Diligence
- Deal Structuring
Do you need expert help to evaluate a deal or secure favorable terms?
We handle financial modeling, due diligence, and negotiation to help you successfully merge with or acquire other businesses. Our services ensure seamless integration and financial health throughout the process.
Navigating
the Challenges of Decline
- Revenue Drop
- Restructuring Needs
Are you facing financial difficulties and unsure how to reverse the situation?
We specialize in business turnaround strategies. From financial restructuring to identifying new growth opportunities, we help businesses in decline regain stability and profitability.
