Cannabis Financial Planning & Modeling Services
Catalyst BC delivers expert Cannabis Financial Planning, Cannabis Financial Modeling, Cannabis Capital Strategy, and Cannabis Business Valuation services to help you build a profitable, investor-ready operation.
A Decade of Harvest Success—Trusted by Leading Cannabis Operators Worldwide
Financial Planning Services Built for Cannabis Operators
A strong Cannabis Financial Planning foundation is essential for launching, scaling, or acquiring a cannabis business. At Catalyst BC, we offer a full suite of financial planning and modeling services tailored specifically for regulated operators—including cultivators, manufacturers, retailers, and vertically integrated companies.
From detailed pro formas and multi-year projections to investor strategy and capacity planning, our work empowers you to forecast confidently, raise capital efficiently, and make smarter long-term decisions.
As Featured In:
Cannabis Financial Planning Services
Our financial services are built to help cannabis businesses manage complexity, attract investment, and achieve sustainable profitability.
Financial Pro Forma Development
We create fully customized cannabis pro forma models tailored to your corporate structure, facility type, and market conditions. These pro formas support fundraising, strategic planning, and investor readiness.
Multi-Year Financial Projections
Our models include 3–5 year projections for profit and loss (P&L), cash flow, and balance sheets. These cannabis financial models offer a clear, transparent financial roadmap for internal and external stakeholders.
Sensitivity Analysis
We stress-test your plan by analyzing how different variables (pricing, yields, costs) impact your financial outcomes. This provides greater confidence for decision-makers and investors.
Scenario Planning
We model multiple strategic outcomes—optimistic, baseline, and conservative—to assess risk exposure and opportunity across changing market or regulatory conditions.
Capital Structure & Fundraising Strategy
Our cannabis capital strategy includes modeling your ideal mix of debt and equity, investor returns, ownership outcomes, and financing timelines. We ensure you’re prepared for every pitch and term sheet.
Capital Formation Support
Catalyst BC supports your investor relations process by providing pitch deck inputs, financial narratives, investor Q&A prep, and strategic presentation support.
Lab + Manufacturing Capacity Calculations
We model lab throughput, processing timelines, and batch outputs to ensure that your planned scale can meet forecasted product volume.
Plant Capacity Calculations
Our team reviews canopy plans and environmental data to determine optimal yield per square foot and lifecycle stage, helping improve cultivation planning and efficiency.
Cull/Shrink Rate Planning + Calculations
We evaluate operational shrinkage and plant cull strategies to align production expectations with reality and minimize yield loss over time.
CapEx and OpEx Planning
Our models include CapEx and OpEx breakouts by category, timeline, and ROI impact. This ensures funding is allocated strategically across build-out and ongoing operations.
Headcount Planning
We model staffing needs by department, role, and operational phase—ensuring your team scales appropriately and labor costs align with revenue projections.
M&A Preparation + Valuation Modeling
For acquisition or exit planning, we provide cannabis business valuation modeling, financial due diligence prep, and internal rate of return analysis to support negotiations or investor evaluation.
Internal Rate of Return (IRR) Modeling
We calculate IRR and ROI scenarios to inform investor presentations, equity share modeling, and future capital raises.
Additional Financial Planning Supportive Services
Our cannabis financial services are enhanced by strategic and operational support across related areas.
Business Strategy Integration
We ensure financial models and projections align with your business strategy and licensing roadmap.
Data Management
Catalyst BC helps centralize and track financial data, KPIs, and investor metrics through customized dashboards and reporting tools.
Market Strategy Alignment
Your financials must reflect your market strategy. We link pricing, product mix, and distribution plans directly to your P&L and forecasting.
Equipment + Automation Guidance
We advise on equipment budgets, depreciation schedules, and automation ROI—ensuring technology investments make financial sense.
HR Advisement
Our human resources strategy ensures your organizational structure supports your goals. We provide job descriptions, hiring plans, and internal policy development—all aligned with your Cannabis Business Strategy and regulatory expectations.
License Acquisition Support
Financial narratives and projections play a critical role in competitive applications. We align all financial planning elements with your cannabis license strategy.
Why Choose Catalyst BC for Your Cannabis Financial Planning & Modeling Services?
60+ Years of Combined Cannabis Finance & Operations Experience
Proven Cannabis Financial Modeling That Wins Investment
Deep Expertise in Capital Strategy and M&A Preparation
Strategic Integration with Licensing, HR, and Market Positioning
Trusted Partner to Over 57 Licensed Cannabis Operators Nationwide
Whether you’re building your business from the ground up or pivoting an existing operation, Catalyst BC ensures your financial planning is built for success.
Cannabis Consultants in 40+ States
Tailored Cannabis Consulting Support Across the United States and Around the World.
Compliant Harvests
Square Feet of Cultivation, Production, and Retail Facilities Designed
Licenses Secured
What Our Clients Say About Catalyst BC
Latest Cannabis Industry Insights and News
Cannabis Dispensary Compliance: Training, Inventory & Profitability
In today’s regulated cannabis market, cannabis dispensary compliance is not optional—it is the foundation of a sustainable and profitable retail business. Every dispensary, from boutique shops to multi-state operators, must follow strict dispensary regulatory compliance standards, maintain accurate cannabis inventory management systems, and invest in ongoing cannabis dispensary training programs. Without a compliance-first mindset, dispensaries risk fines, license suspensions, product recalls, or even permanent closure.
Beyond Compliance: Implementing a Cannabis Dispensary Secret Shopper Program
As a cannabis retail owner, you operate in a high-stakes environment where federal prohibition meets state-regulated commerce. Your retail floor is not just a sales hub—it’s a constant target for mandatory inspection and the front line for brand differentiation. The most critical tool for navigating this complex reality is the professional, recurring Cannabis Secret Shopper program.
Architects of the Cannabis Industry: What Defines An Expert Canna Consultant?
An expert Canna Consultant is the strategic architect and operational engineer of a cannabis venture. They are specialized cannabis industry consultants who translate ambiguous legislation into profitable business processes.
Frequently Asked Questions:
Cannabis Financial Planning
What is cannabis financial planning?
Cannabis financial planning includes pro forma creation, financial projections, capital strategy, capacity modeling, and budgeting to guide business operations and investment readiness.
What does a cannabis pro forma include?
A pro forma includes detailed revenue forecasts, cost structures, cash flow projections, and balance sheet modeling over multiple years.
Why is sensitivity analysis important in cannabis?
Sensitivity analysis allows you to test how changes in pricing, yield, cost, or regulation impact your financial outcomes, reducing risk and improving strategic confidence.
How can you help us raise capital?
We offer cannabis capital strategy and capital formation support, including IRR modeling, pitch material development, and participation in investor presentations.
What is included in capacity planning?
We provide both plant capacity calculations and lab/manufacturing throughput projections based on canopy size, batch timelines, and expected shrinkage rates.
Do you support license acquisition with financial documents?
Yes, our cannabis financial planning team prepares financial narratives and pro formas that are aligned with licensing requirements and scoring criteria.
What is IRR modeling and why is it important?
IRR modeling helps assess the potential return on investment for stakeholders and is a vital part of any cannabis investor pitch or acquisition negotiation.
How do you model headcount?
We project staffing needs by role and function based on production volume and facility type, ensuring your labor plan is scalable and sustainable.
Can you help with M&A prep?
Yes. We provide cannabis business valuation modeling, financial due diligence support, and investor-facing financial packets for acquisition or exit planning.
How do I get started?
Contact us for a free consultation. We’ll review your goals, financial needs, and determine how our cannabis financial planning services can support your success.
Contact Us
Enough about us. We want to hear more about you, your project, and your vision! Get in touch with a real live person today. Don’t worry, we don’t have a long, confusing phone menu, and your email isn’t going to the abyss, we promise. At Catalyst, we provide the service and support we’d want to experience ourselves!