Preferred learners
- Anywhere
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
We are purchasing a Cannabis store, this project involves assessing the value of an established cannabis store by analyzing financials, market conditions, physical assets, legal compliance, brand value, and growth potential to inform purchase decisions and ensure the viability of the investment. We will only be granted access virtually to the financials so a model needs to be created with key financial indicators and question in advance of this meeting.
- What tasks will learners need to complete to achieve the project goal?
-
Collect Financial Records:
- Obtain necessary numbers from profit and loss statements, balance sheets, and cash flow statements from the past 3-5 years.
Market Research:
- Analyze local market trends, customer demographics, and competitive landscape.
- Evaluate the regulatory environment and its impact on operations and how this would impact us
Physical Asset Evaluation:
- We will provide this to the learner after the site visit
Legal Compliance Check:
- Review all relevant licenses and permits to ensure they are up to date.
- Assess compliance with local, provincial and federal cannabis laws.
Brand Valuation:
- Analyze brand recognition and customer loyalty.
- Evaluate marketing strategies and social media presence.
Financial Analysis:
- Use valuation methods such as discounted cash flow (DCF), comparable, and asset-based valuation.
- Project future cash flows and assess financial health.
Prepare Valuation Report:
- Compile data and analysis into a detailed report.
- Develop an executive summary highlighting key findings and valuation.
Presentation:
- Prepare a presentation outlining the valuation findings and investment opportunity.
- Address questions and provide additional data as needed.
Negotiation Preparation:
- Identify key leverage points from the valuation for use in purchase negotiations.
- Outline terms that favor our investment strategy based on the valuation.
These tasks are comprehensive and require a team effort, possibly involving financial analysts, market researchers and legal advisors. Each step is critical to ensuring a thorough understanding of the business’s value and potential.
- What is the main goal for this project?
-
We are purchasing a Cannabis store, this project involves assessing the value of an established cannabis store by analyzing financials, market conditions, physical assets, legal compliance, brand value, and growth potential to inform purchase decisions and ensure the viability of the investment. We will only be granted access virtually to the financials so a model needs to be created with key financial indicators and question in advance of this meeting.
- What tasks will learners need to complete to achieve the project goal?
-
Collect Financial Records:
- Obtain necessary numbers from profit and loss statements, balance sheets, and cash flow statements from the past 3-5 years.
Market Research:
- Analyze local market trends, customer demographics, and competitive landscape.
- Evaluate the regulatory environment and its impact on operations and how this would impact us
Physical Asset Evaluation:
- We will provide this to the learner after the site visit
Legal Compliance Check:
- Review all relevant licenses and permits to ensure they are up to date.
- Assess compliance with local, provincial and federal cannabis laws.
Brand Valuation:
- Analyze brand recognition and customer loyalty.
- Evaluate marketing strategies and social media presence.
Financial Analysis:
- Use valuation methods such as discounted cash flow (DCF), comparable, and asset-based valuation.
- Project future cash flows and assess financial health.
Prepare Valuation Report:
- Compile data and analysis into a detailed report.
- Develop an executive summary highlighting key findings and valuation.
Presentation:
- Prepare a presentation outlining the valuation findings and investment opportunity.
- Address questions and provide additional data as needed.
Negotiation Preparation:
- Identify key leverage points from the valuation for use in purchase negotiations.
- Outline terms that favor our investment strategy based on the valuation.
These tasks are comprehensive and require a team effort, possibly involving financial analysts, market researchers and legal advisors. Each step is critical to ensuring a thorough understanding of the business’s value and potential.
- How will you support learners in completing the project?
-
Supporting learners effectively in completing a project to assess the value of a cannabis store involves providing them with access to necessary resources, tools, guidance, and data.
Staff Support
Mentorship:
- Assign experienced mentors from relevant fields such as finance to share industry insights.
- Schedule regular check-ins for progress updates and troubleshooting.
Continuous Assessment:
- Implement a structure for ongoing assessment through project milestones to provide learners with feedback on their progress.
By providing structured support we can enhance the learning experience and ensure that learners not only complete the project successfully but also gain practical skills and knowledge applicable in the real world.
Supported causes
About the company
- https://www.sovereignconsulting.ca
- 2 - 10 employees
- Business services
Sovereign Consulting Inc. is a Canadian owned organization that employs a specialized team of professionals with over 20 years of experience in bookkeeping, payroll and retrieving funds for our clients in the form of Tax Credits, Rebates and various Government Grants. Our services cover the entire process of accessing incentives, beginning with the gathering of all necessary information, to preparing and filing the appropriate documents, and managing audits. We are dedicated to providing the highest quality of customer service to ensure our customer’s requirements are always met.