Strategy + Execution
= Growth
Personal Philosophy
Growth doesn’t just happen: it is the result of great strategy and execution. Kelly Ehler is an experienced executive, advisor, and board member with a track record of transforming and elevating companies by improving their processes and business practices so they can reach new levels of success and profitability. From process planning to risk management to compliance to M&A, Kelly and his team give public and private companies of all sizes the tools they need to achieve their goals.
About Us
What I do.
I turn great ideas into successful companies by sitting at the intersection of finance and operations.
● I let innovators and visionaries focus on what they do best.
● I help CEOs, founders, partners and other stakeholders communicate their company’s value to investors and get the funding they need to achieve their goals.
● My team and I are not bookkeepers or accountants - we provide data-driven leadership that maps to critical KPIs.
● I translate complex concepts and financial figures into actionable and measurable tactics in the best interest of their company.
● By leveraging my extensive network of contacts and business experience in a collaborate manner stakeholders can make key strategic business decisions.
Who am I.
Kelly Ehler is an experienced executive with a track record of helping transform companies in a variety of industries. He brings an entrepreneurial, creative spirit to all his ventures.
● Director of Medical Cannabis Canada (MCC) – promoting safe and equitable access to medical cannabis patients with the support of health care professionals
● Director/previous CFO of SLANG Worldwide, US cannabis wholesaler
● CFO of NexgenRx Inc., medical claims technology
● President of itaxpartners, education
● President of OMBAS, boutique medical claims administrator
● Past positions at PWC, BMO and Morguard Corporation
● Industry experience in real estate, cannabis, mining, retail and technology
Technical Expertise.
Kelly Ehler has the certifications and technical skills to drive corporate success.
CPA, CA, LPA, LLQP, TEP designations
Kelly has followed the philosophy of executing on his lifelong learning. He has, since obtaining his CA (now CPA) in 1986, continued his education in many areas including leadership training, banking, real estate financing, general tax, and estate planning. This knowledge has allowed him to make sound decisions and advise on M&A, valuation processes, go public strategies, capital structuring, operational efficiencies, growth strategies and collaberative team building.
Tax.
Tax planning, structuring and strategy
Estate and trust planning
Compliance returns
Finance.
Debt financing
M&A
Financial engineering
Turnkey.
Create the business plan and implement
Build the internal team
Forge lasting strategic relations