Top Legal Cannabis Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Legal Cannabis industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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Top Legal Cannabis Financial Advisory & Consulting Companies

  1. C
    ClearView QoEProfile set up by Edverise AI
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    CPA-verified quality of earnings reports for small business purchasers within the $300K to $5M range, beginning at $3,900. Reports are provided within 10 business days.


    Highlights

    2-9

    Employees

    Sanford, Florida, Us

    Services Provided
    70% Audit Services
    30% Financial Advisory & Consulting
    AI Summary

    ClearView QoE delivers CPA-verified quality of earnings reports tailored for small business buyers, offering reliable financial insights within 10 business days for acquisitions between $300K and $5M.

  2. M
    MMAS CPAProfile set up by Edverise AI
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    At MMAS CPA, we are committed to providing top-notch services that enable our clients to succeed. Our accountants invest time in developing enduring professional relationships with each client, bolstered by our specialized knowledge and tailored services. We focus on the unique requirements of medic


    Highlights

    2-9

    Employees

    Pulaski, Tennessee, Us

    Services Provided
    70% Accounting Services
    30% Financial Advisory & Consulting
    AI Summary

    MMAS CPA delivers personalized accounting services with specialized expertise, fostering strong client relationships and tailored solutions, primarily supporting medical professionals' unique financial needs.

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    My name is Shavi Morsara, a Canadian financial executive and Chartered Professional Accountant with over 23 years of experience in finance. My background includes progressive senior leadership positions, ultimately leading to Chief Financial Officer roles in both private and public sectors. I have c


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Port Coquitlam, British Columbia, Ca

    Services Provided
    50% CFO Services
    30% Financial Advisory & Consulting
    20% Business Consulting Services
    AI Summary

    Bridge Financial Consulting, led by Shavi Morsara, offers interim CFO and financial leadership services including strategic planning, financial management, risk assessment, and governance to support organizational growth and transitions.

  4. luminareia logo
    luminareiaProfile set up by Edverise AI
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    Lumina Real Estate Investment Advisors, Inc. is a specialized advisory firm in the real estate sector, offering analytical, marketing, and advisory services. With more than 15 years of combined experience totaling over $6 billion, Lumina’s leadership has a varied background that includes real estate


    Highlights

    $5,000+

    Min Project Size

    2-9

    Employees

    Austin, Texas, Us

    Services Provided
    50% Real Estate Consulting
    30% Financial Advisory & Consulting
    20% Marketing Services
    AI Summary

    Lumina Real Estate Investment Advisors, Inc. offers expert analytical, marketing, and advisory services to real estate developers, private equity firms, and brokers, leveraging over $6 billion experience.

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    Auxo Capital Advisors is a founder-led firm that specializes in M&A advisory for lower middle-market and middle-market companies throughout the United States. Our focus is on sell-side M&A, buy-side acquisition advisory, and valuation services. We utilize high-quality financial modeling, strategic p


    Highlights

    $250,000+

    Min Project Size

    2-9

    Employees

    Charlotte, North Carolina, Us

    Services Provided
    50% Mergers & Acquisitions Consulting
    30% Financial Advisory & Consulting
    20% Business Consulting Services
    AI Summary

    Auxo Capital Advisors specializes in M&A advisory for middle-market companies across diverse sectors, delivering strategic sell-side, buy-side, and valuation services with disciplined execution and value preservation.

  6. Till CFO logo
    Till CFOProfile set up by Edverise AI
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    As a genuine partner in the C-Suite, Till CFO provides expert fractional financial leadership, daily financial management, and advisory services to Founders and CEOs of early-stage businesses. One of our esteemed CFOs champions your company’s financial well-being, backed by a team of specialists, in


    Highlights

    $1,000+

    Min Project Size

    2-9

    Employees

    St. Augustine, Florida, Us

    Services Provided
    50% CFO Services
    30% Financial Advisory & Consulting
    20% Business Consulting Services
    AI Summary

    Till CFO delivers expert fractional financial leadership and advisory services to early-stage businesses, providing tailored support through experienced CFOs and specialized financial teams for optimized decision-making.

  7. NuVescor Group logo
    NuVescor GroupProfile set up by Edverise AI
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    NuVescor Group is a prominent player in the Mergers and Acquisitions (M&A) field within the manufacturing sector, providing customized support at every step of the transaction process. With ten years of experience in Western Michigan and across the Midwest, NuVescor brings a wealth of industry knowl


    Highlights

    10-49

    Employees

    Grand Rapids, Michigan, Us

    Services Provided
    50% Business Consulting Services
    30% Financial Advisory & Consulting
    20% Wealth Management
    AI Summary

    NuVescor Group specializes in M&A advisory for mid-market manufacturing firms, delivering tailored strategies, valuations, and a proven process ensuring high success in buying and selling transactions.

  8. Sun Life logo
    Sun LifeProfile set up by Edverise AI
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    Sun Life Institutional Investments (Canada) Inc. is a registered portfolio and investment fund manager in Canada, as well as an exempt market dealer and a commodity trading manager in Ontario. The company focuses on managing pooled funds for private asset classes and liability-driven investment stra


    Highlights

    10-49

    Employees

    Toronto, Ontario, Ca

    Services Provided
    70% Wealth Management
    30% Financial Advisory & Consulting
    AI Summary

    Sun Life Institutional Investments Canada provides expert portfolio management and investment services, specializing in pooled funds and liability-driven strategies for institutional clients and pension plans.

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    Steven Lash has directed consulting projects throughout the United States, playing a key role in achieving performance enhancements and financial transformations. His distinctive advantage comes from his experience in leadership positions within both finance and operations, which allows him to take


    Highlights

    2-9

    Employees

    Services Provided
    70% Healthcare Consulting
    30% Financial Advisory & Consulting
    AI Summary

    Steven Lash leverages extensive leadership experience in finance and operations to drive performance improvements and financial transformations across healthcare systems nationwide.

  10. Is this your business? Become an Edverise partner & Claim Now

    Welcome to Wellington Financial Group LLC, established in 1987 by Melvin J. Kaplan. We specialize in real estate investments with an emphasis on commercial properties and addressing financial issues. We invite you to join us in seeking industrial real estate opportunities and to learn about our inno


    Highlights

    $75,000+

    Min Project Size

    50-249

    Employees

    Services Provided
    70% Real Estate Investment
    30% Financial Advisory & Consulting
    AI Summary

    Wellington Financial Group, founded in 1987, specializes in commercial real estate investments and financial services, promoting innovative programs that enhance student agency and creativity.

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