The Story
Deep Roots. Strategic Growth.
Growing a business in the cannabis space requires more than just capital—it requires a firm foundation. At Rooted CFO Advisors, led by Mark Ivory, CPA, MBA, we believe that every great business is built on a "rooted" financial structure. Mark Ivory isn’t your typical "backoffice" accountant. With a career defined by high-stakes negotiations and complex regulatory environments— including working with state boards of nursing to ensure program compliance—Mark brings a level of rigor and relationship building that is rare in the financial world.
Foundations
Why Mark?
I’ve seen firsthand how the right financial architecture can transform a business. I’ve negotiated three-way partnerships that resulted in 10X revenue growth and streamlined operations that saved months of administrative headaches. I founded Rooted CFO Advisors because I’m passionate about helping Cannabis founders move past the 'cleanup' phase so they can focus on what they do best: innovating and leading.
Our Philosophy
We don’t just work for you; we work *with* you. We value relationships over transactions. When you partner with us, you’re getting an advisor who is as invested in your greenhouse, dispensary, or lab as you are.
Explore Our Solutions
Rooted CFO Advisors provides a full suite of services to the cannabis industry. These services are provided by a trusted advisor to your team with a personal touch. Based nationally, we bring elite CFO experience to your local cannabis operation.
Fractional CFO Services
The Outcome:
We act as your strategic right hand, helping you navigate challenges, possible partnership opportuniies, capital raises, and scaling decisions. We focus on the "why" behind the numbers, ensuring every move you make is a step toward your 10X goal.
High-level strategy without the $250k/year executive salary.
Financial Statement Clean-up and Budgeting & Forecasting
The Outcome:
Messy financials are a barrier to growth. We implement rigorous processes to streamline your accounting. We’ve proven we can take a 2-month closing process or longer and shrink it to 5-10 business days, giving you real-time data to make real-time decisions. Stop guessing your cash flow. We build robust financial models that allow you to see around corners. Whether you're planning a new facility or navigating market shifts, our forecasts provide the clarity you need to lead.
Predictability in an unpredictable industry.
Cannabis Tax Services & Compliance
The Outcome:
Navigating 280E and state-specific regulations requires a specialist. We ensure your tax strategy is optimized and your business remains compliant with the evolving regulatory landscape.
Minimized liability and peace of mind.
The Perfect Customer Experience
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Poul Gingere
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Adam Barne
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Zachi Bloom