Finance

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Canopy’s experts have spent many years guiding businesses through turbulent markets by effectively managing risks, overseeing expansion, and shoring up new revenue streams.  They know that spreadsheets can hold important insights and that understanding the data can help avoid financial pitfalls.

Our team of experts has skills ranging from simple bookkeeping all the way up to leading the entire finance team as CFO.


  • CFO
  • Controller
  • Finance
  • CPA
  • Financial Management
  • Financial Planning
  • Financial Analyst
  • Data Analyst
  • Business Plan
  • Cash Flow Statement
  • Budgeting
  • Investor Relations
  • Mergers & Acquisitions
  • Valuation
  • Due Diligence
  • Business Plan Writing
  • Bookkeeping
  • Accounting

FINANCE

THE RIGHT TALENT FOR YOUR BUSINESS

Make your organization better and stronger in today’s shifting market.

Sean K.

Financial Consulting

Sean has over 20 years of C-level executive experience for private equity backed portfolio companies in the middle market. For the past 15 years, he was CEO for a 16 store specialty retailer. During his tenure there he led an almost complete turnover in the management team, the sale to three successive private equity partners and the survival of the Great Recession.

Prior to that he was the CFO of a 500+ employee publicly traded business services company that operates in the corporate wellness space. During his tenure there he oversaw an extensive financial turnaround which led to the first profit that company had earned in several years.

Cindy B.

Financial Consulting

Cindy is a seasoned investment and finance executive with a unique skill set acquired in both Wall Street and entrepreneurial settings. She has unmatched experience in complex M&A transactions, carve-outs, financial modeling, investment research, market studies, and senior leadership communication. Cindy was recently the Director of Research for Bow River Capital Partners, based in Denver, CO. Prior to that, Cindy spent nearly a decade vetting and executing transactions for Cerberus Capital Management, a multi-billion dollar alternative investments firm based in New York City. Cindy started her career working with Silicon Valley’s leading technology firms at Arthur Andersen’s San Francisco valuation practice.

Elizabeth C.

Financial Consulting

Elizabeth is a finance and productivity expert with more than 25 years of diversified experience in financial planning & analysis, strategic planning and investor relations. Her strong “Big Four” financial acumen, exceptional analytical skills and high technical aptitude support more than 20 years of effectively increasing productivity through process design, automation and optimization.

Elizabeth’s specialty is real estate, most recently working with a subsidiary of Blackstone to drive multifamily real estate acquisitions.

Cindy has been a terrific addition to the DEFY team. Her expertise, professionalism, and collaborative approach have been invaluable as we navigate the landscape and challenges of an emerging industry.
Megan Bushell - Chief Operations Officer, DEFY Proforma Development