Case studies

The work, in detail.
Named, cited, verifiable.

Redacted where clients require, but every regulatory reference and outcome is real. Pick an engagement shape to see the full arc.

Recent

Six engagements
from the last year.

Type 7 Licensing

94 days to DCC approval, 3 days inside the investor covenant

A $14.2M Series B extension was contingent on volatile-solvent licensure inside 100 days. CEQA re-classified under §15301, premises diagram merged with GC drawings, zero pre-inspection deficiencies. Full valuation preserved.

Enforcement Defense

Two-county retailer: OSC defeated, penalty cut 82%, embargo lifted in 9 days

Proposed fine of $186,500 across two storefronts, summary embargo imminent. Stipulated decision negotiated under DCC Disciplinary Guidelines §III.C; final penalty $33,570, license intact, no findings on the public record.

Expansion

Three counties to twelve: 14 acquisitions, $48M raise, zero DCC deficiencies

Vertically integrated operator acquired seven retail, four cultivation, and three manufacturing licenses across LA, Alameda, Sacramento, and Humboldt. Every change-of-ownership package cleared DCC review on first submission, every CCR 15023 financial-interest disclosure refreshed inside the 14-day reporting window.

METRC

Distributor with 4.3% variance, two weeks from scheduled audit — closed clean

Variance exceeded the 3% informal tolerance by 1.3 points. 612 manifests reconciled against CCR 15049, 14 tag-reassignment corrections filed, root-cause CAPA implemented. Audit passed with no enforcement referral.

Manufacturing

QMS rebuild in 12 weeks — Series C diligence cleared on first pass

Dual Type 6 and Type N operator, 38 SOPs rewritten, MMP and batch-record architecture rebuilt to cGMP adjacency. Institutional diligence memo signed by outside counsel; $22M closed against a 14-day deadline.

Microbusiness

CCR 15500 structured correctly on the first filing — cultivation, distribution, manufacturing under one license

Applicant had been rejected twice by prior counsel on the three-activities test. Re-scoped the premises into separately described operational zones, aligned with §15500(c); issued 137 days after re-filing.