Financial Framework Development for Collaborative Growth

Open
Your Sweet Spot Life
Saint John, New Brunswick, Canada
Marguerite Apotre
Founder
(27)
5
Project
Academic experience
120 hours of work total
Student
Canada
Intermediate level

Project scope

Categories
Financial modeling Financial services
Skills
corporate finance financial modeling financial systems strategic planning scalability leadership budgeting operations
Details

Your Sweet Spot Life is seeking assistance in establishing a robust financial structure that will serve as the foundation for its operations and future growth. The company collaborates with multiple organizations and partners, necessitating a flexible yet stable financial model. The project aims to identify and develop a financial framework that supports these collaborative efforts while ensuring stability and scalability. This framework will be used to guide budgeting decisions and set growth metrics. The project provides an opportunity for learners to apply their knowledge of financial systems, strategic planning, and collaborative business models to create a comprehensive financial structure tailored to the company's unique needs.

Deliverables

The project deliverables include a detailed financial framework document outlining the recommended model for Your Sweet Spot Life. This document will include an analysis of various financial models, a proposed structure tailored to the company's collaborative nature, and guidelines for implementation. Additionally, a presentation summarizing the framework and its benefits will be prepared for the company's leadership team.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Decent work and economic growth

About the company

Company
Saint John, New Brunswick, Canada
2 - 10 employees
Media & production, Travel & tourism, Agriculture, Business & management, Education
Representation
Minority-Owned Women-Owned BIPOC-Owned Small Business Sustainable/green
+ 4

About us
We are capturing what it means to be Canadian—one resource, one product, one story, one experience at a time. Our process begins with local natural resources, crafted by passionate creators who turn raw materials into meaningful works. Each creation tells a story—of learning, making, and transforming—connecting us to our culture and community. Through these efforts, we showcase how creation inspires, empowers, and leaves a lasting impact on those who experience it.

Motivation and Ideology
We are driven by a commitment to reshaping the way resources are sourced, products are made, and communities are supported. Our goal is to create sustainable, high-quality goods that reflect Canadian culture and values, challenging traditional models of production and consumption.

Resource Development
We work tirelessly to find truly Canadian resources, overcoming the challenges posed by global outsourcing. Partnering with universities and local groups, we aim to discover, develop, and utilize local materials for a sustainable, ethical product line.

Creation and Innovation
Through collaboration with creators, we develop innovative products that highlight Canadian craftsmanship and creativity. Our focus is on providing the tools, resources, and support to help creators build products that are both sustainable and meaningful.

Community Engagement
We believe in the power of collaboration and are actively working with local businesses, schools, and community groups to foster long-term, sustainable growth. By building strong partnerships, we support the development of local industries and create a more resilient economy.

Market and Sales
Our marketplace serves as a platform to sell not only our own products but also those created by other local artisans and businesses. By offering sustainable, high-quality products, we aim to make ethical consumption the easy and logical choice for consumers.

The Vision
Our vision is to build a self-sustaining ecosystem where Canadian resources are prioritized, and businesses are empowered to thrive. We are working towards creating resource hubs and a CRM system that will streamline the development of local products and services, creating a lasting impact on communities and industries.