BITCOIN TREASURY FOR CANADIAN BUSINESSES

We provide Bitcoin executive education and treasury consulting for Canadian CFOs and finance leaders — from foundational knowledge through implementation and ongoing advisory. No hype. Just sound corporate treasury management for a changing monetary environment.

BITCOIN EXECUTIVE EDUCATION

$2,500 per session

Comprehensive Bitcoin education for executives, boards, and finance teams. Build the knowledge foundation your leadership needs before making treasury decisions.

What's included:

Bitcoin Fundamentals: How Bitcoin works, why it matters, and what makes it different from other digital assets. Technical concepts explained for business leaders.

Monetary Economics: Understanding Bitcoin in the context of central banking, inflation, and purchasing power preservation. The macroeconomic case for corporate adoption.

Corporate Treasury Context: How public and private companies are using Bitcoin. Case studies from Strategy, Tesla, and Canadian adopters.

Risk Framework: Volatility, custody, regulatory, and reputational risks. How to think about Bitcoin allocation in a corporate context.

Canadian Regulatory Landscape: Overview of Canadian securities, tax, and accounting considerations for corporate Bitcoin holdings.

Interactive Q&A: Dedicated time for your team's specific questions and scenarios.

Session Materials: Presentation deck and reference materials for attendees to keep.

Format: 2-3 hour sessions, virtual or in-person. Custom sessions available for board, executive team, or finance department. Multiple sessions can be structured as a learning series.

Pricing:
• Virtual or in-person (Vancouver): $2,500
• In-person (other Canadian cities): $3,500

Bundle: Purchase Executive Education and get Treasury Assessment for $6,500 (save $1,000).

BITCOIN TREASURY ASSESSMENT

$7,500 | 2 Weeks

A comprehensive evaluation of whether Bitcoin makes sense for your corporate treasury strategy. Not a sales pitch — an honest assessment based on your situation, risk tolerance, and objectives.

What's included:

Strategic Analysis: Bitcoin allocation strategy tailored to your company size and treasury goals. We model different scenarios (1-3%, 5-7%, 10%+) and analyze implications.

Custody Evaluation: Institutional custody providers, multi-signature arrangements, and hybrid approaches for Canadian businesses.

Canadian Regulatory Overview: High-level guidance on Canadian reporting requirements and tax considerations. We'll help you understand what questions to ask your accountant and legal counsel.

Risk Assessment: Volatility, custody, regulatory, and operational risks. Mitigation strategies for each category.

Written Report: Comprehensive 15-20 page analysis documenting findings, recommendations, and decision framework.

Board Materials: Professional presentation deck framed for directors — diversification, purchasing power preservation, strategic positioning.

Strategy Workshop: 2-hour session with your finance team walking through the report and implementation roadmap.

30-Day Support: Email and phone support following delivery for questions and scenarios.

IMPLEMENTATION SUPPORT

$15,000 - $25,000 | 4-6 Weeks

Pricing varies based on company size and complexity. Small/medium: $15K-$18K. Larger/complex: $20K-$25K.

Full Bitcoin treasury implementation from board approval through first acquisition. You're not figuring this out alone.

What's included:

Custody Provider Selection: Introduction to 2-3 institutional providers, facilitated discussions, proposal evaluation.

Acquisition Strategy: Lump sum vs. dollar-cost averaging, timing, execution mechanics. Work with providers to execute.

Treasury Policy Documentation: Complete policy documenting acquisition parameters, custody, reporting, governance.

Board & Stakeholder Materials: Approval presentations, investor relations talking points, internal FAQs.

Accounting & Tax Guidance: Help coordinate with your existing accountants and tax advisors on Bitcoin-specific considerations.

Internal Controls: Custody access, transaction approval workflows, reconciliation processes.

Staff Training: Knowledge transfer with finance team covering operations and compliance.

90-Day Support: Three months ongoing support after initial acquisition.

ONGOING ADVISORY

$2,500/month

Continuous strategic support for companies with Bitcoin on their balance sheet. The market evolves. Your strategy needs adjustment. We provide ongoing guidance.

What's included:

Monthly Strategy Calls: 60-minute sessions discussing performance, market conditions, portfolio considerations.

Market Analysis: Regular commentary relevant to corporate treasury holders. Signal from noise.

Regulatory Updates: Proactive monitoring of Canadian developments affecting Bitcoin holdings.

Board Materials: Quarterly or annual presentations explaining position, performance, strategic rationale.

Policy Updates: Periodic review and updates as strategy evolves.

Priority Support: Email and phone access for urgent matters.

Quarterly Reviews: Comprehensive strategy review — what's working, what needs adjustment.

Bitcoin Payment Acceptance Setup

$2,500 — Implementation of Bitcoin payment processing. Evaluate processors, set up merchant accounts, integrate with accounting, train staff. Includes setup, testing, 30-day support.

Bitcoin Marketing & Communications Strategy

$5,000 — Strategic guidance on announcing Bitcoin treasury adoption. Messaging strategy, press releases, FAQs, spokesperson prep. Use Bitcoin position for competitive differentiation.