Strategic financial leadership

Unlock revenue opportunities in cannabis through expert CFO guidance

Cannabis operators with $1M to $20M in revenue face complex financial challenges. Strategic financial leadership protects margins, manages 280E compliance, and scales profitability. Exhale Consulting Services helps you build sustainable competitive advantage.

Project-Based Advisory

Build Financial Strength for Growth

Exhale Consulting Services designs custom advisory packages to solve specific financial challenges cannabis operators face at every growth stage.

Capital Raising Packages

Capital Raising Packages

Financial modeling, investor decks, and pro forma statements to secure funding for expansion and operational growth.

280E Mitigation Strategy

280E Mitigation Strategy

IRC Section 471c optimization to reduce tax burden and protect margins on cost of goods sold for cannabis inventory.

M&A Readiness Assessment

M&A Readiness Assessment

Financial due diligence preparation, entity restructuring, and valuation analysis to position your business for acquisition.

Quality of Earnings Report

Quality of Earnings Report

Deep dive into historical financials to identify sustainable revenue, cost patterns, and operational improvements before growth or sale.

Strategic partnerships

Connected network that strengthens your financial position

Our partnerships with cannabis software, legal counsel, and lenders create seamless support for your business growth and regulatory compliance.

Cannabis software integrations

Cannabis software integrations

Connected systems that sync your accounting data with tracking platforms, reducing manual entry and improving accuracy.

Cannabis law counsel network

Cannabis law counsel network

Direct relationships with specialized cannabis attorneys who understand your compliance needs and tax implications.

Lender connections

Lender connections

Access to lenders experienced in cannabis financing who value our financial preparation and audit readiness work.

Coordinated compliance support

Coordinated compliance support

Your team, our CFO services, attorneys, and lenders work together to streamline regulatory and financial requirements.

Faster capital access

Faster capital access

Our network accelerates funding timelines by providing lenders with verified financials and clear entity structure.

Unified growth strategy

Unified growth strategy

Integrated advisors ensure your expansion, legal setup, and financing align with one cohesive financial vision.

Productized services

Scale your financial health with ready-made solutions

Exhale Consulting Services offers scalable, fixed-price services designed to strengthen cannabis operator financials without custom engagement costs.

Cannabis Financial Health Diagnostic

Cannabis Financial Health Diagnostic

Complete financial review uncovering gaps in cash flow, COGS tracking, and tax exposure specific to your operation.

Financial health workshops

Financial health workshops

Interactive training for your team on 280E compliance, margin protection, and inventory accounting best practices.

Online financial courses

Online financial courses

Self-paced modules covering cannabis-specific accounting, tax strategy, and cash flow management for growing operators.

280E mitigation toolkit

280E mitigation toolkit

Ready-to-implement system for tracking inventory, COGS, and deductible expenses under IRC Section 471c requirements.

Month-end close templates

Month-end close templates

Standardized accounting templates and checklists to streamline your close process and improve accuracy.

Audit preparation package

Audit preparation package

Step-by-step guidance to prepare your books, documentation, and records for cannabis industry audits.

Schedule III readiness

Prepare for federal rescheduling and entity restructuring

Exhale Consulting Services helps cannabis operators assess readiness for Schedule III compliance and restructure entities to align with upcoming federal changes.

Rescheduling readiness assessment

Rescheduling readiness assessment

We evaluate your current structure, tax position, and compliance gaps to identify what changes Schedule III transition will require.

Entity restructuring planning

Entity restructuring planning

We design a restructuring roadmap that minimizes tax liability while positioning your entity to operate under federal cannabis rules.

280E mitigation strategy

280E mitigation strategy

We help you maintain cost deductions and inventory accounting methods that will carry forward under Schedule III requirements.

Federal compliance roadmap

Federal compliance roadmap

We outline specific compliance steps and timelines to prepare your operation for federal regulations before or after rescheduling.

Multi-state operator coordination

Multi-state operator coordination

For operators in multiple states, we align restructuring across jurisdictions to handle varying state and federal requirements.

Transition timeline and execution

Transition timeline and execution

We coordinate the restructuring process with your legal counsel, software implementers, and lenders to execute smoothly.

Cannabis business owner and financial advisor reviewing financial documents and growth strategy at office table

Schedule your cannabis financial strategy consultation

Work with a CPA who understands your margins, your cash flow, and your growth. Let's talk about what's possible.