Ten advanced modules for CPAs and advisors building a high-value practice — tax strategy, FP&A, audit defense, valuation, and M&A readiness, capped by a full Summit M&A capstone.
Track 2 is for practitioners who already have the federal foundation and want to deliver CFO-level advisory, lead diligence, and guide operators through transactions.
You serve cannabis clients and want to move up the value chain into advisory and CFO work.
You want to own FP&A, cash strategy, and the board-level financial conversation.
You want to lead diligence, quality-of-earnings, valuation, and sell-side readiness for cannabis operators.
Track 2 turns a solid compliance practitioner into the strategic advisor an operator leans on through growth, financing, and exit.
Each module includes teaching, worked examples, a 50-question test bank, and flashcards — building toward the Summit M&A capstone.
Consolidated complexity and how states conform to — or decouple from — federal §280E.
The tax-savings playbook: pushing every defensible dollar into COGS, and the case law that bounds it.
CoreKPIs and financial analysis tailored to each license type.
The CFO role, 13-week cash flow modeling, and forward-looking advisory.
CoreSurviving an IRS examination — the IDR response, the workpaper file, the posture.
Quality-of-earnings analysis and EBITDA normalization for cannabis targets.
§280E-adjusted valuation and how cannabis assets are priced.
Sell-side preparation, the data room, and getting an operator acquisition-ready.
Pricing, opportunity recognition, and scaling a specialized advisory practice.
A full M&A engagement: operator to acquisition-ready, end to end.
CapstoneCFO advisory, audit defense, due diligence, valuation, and M&A — the strategic layer of the practice.
A 50-question test bank per module, plus flashcards, with full answer keys and explanations.
Working models and templates: 13-week cash flow, QoE shell, valuation model, data-room checklist, and more.
A complete fictional transaction — operator to acquisition-ready — with workbook and model solution.
A comprehensive advanced assessment across all ten modules.
A credential marking you as an advisor equipped for CFO-level and transaction work in cannabis.
It's strongly recommended. Track 2 assumes the federal foundation (§280E, §471, chart of accounts) that Track 1 builds. If you already have that grounding from practice, you can start here.
No — Track 2 is 100% federal. State-specific deep dives are available as separate $297 add-on modules.
Working spreadsheets and templates used in real engagements — a 13-week cash-flow model, a quality-of-earnings shell, a §280E-adjusted valuation model, a data-room checklist, and more.
Lifetime access, at your own pace, with everything to return to as your engagements demand.
Yes — the Full Certification Bundle includes Track 1 and Track 2, every template, and both certificates, at a saving over buying separately.
The advanced strategy, the transaction tools, and the credential to operate at the top of the cannabis advisory market.