Tier 3 · Compliant + Tier 2 · Educated
Get Started • Already licensed

Renewals, expansion,
compliance maturity.

For operators who already hold a DCC license and want a partner for annual renewals, CCR 15000-series audits, ownership and FIH changes, material-change filings, or expansion into new license types or new California jurisdictions. One retainer relationship covers the whole practice — standing cadence, named principal, reduced rates on project work. Your compliance function, operated with the rigor of an internal team and the breadth of a statewide one. When the diagnostic surfaces a training gap, the Education Suite (Tier 2) closes it on the same record — per-employee pathways, CE credits, recertification.

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The shape of it
Ongoing

Retainer relationship, quarterly cadence.

Licensed cannabis operations in California live under continuous regulatory exposure. DCC inspections are unannounced. METRC variances compound quietly. Ownership and FIH changes require 14-day notice filings under CCR 15023. Annual renewal windows open 60 days out, and the 2025 provisional-to-annual deadline has sharpened the documentation standard across every license class. A retainer replaces reactive, ad hoc response with a standing rhythm.

What that looks like in practice: a named principal, a four-quarter rotation through the CCR 15000-series, monthly board-ready reporting, and a 30-minute response guarantee during business hours. Project work — new applications, M&A diligence, enforcement defense — runs inside the relationship at retainer-client rates rather than as a new engagement every time.

The journey

What happens.
In order.

First 30 days

Full compliance diagnostic

Week 1 is on-site fieldwork: a full CCR 15000-series walkthrough, premises-diagram reconciliation against the physical build-out, a METRC variance deep audit, and an ownership-records refresh. Week 2 is document production — every SOP, form, insurance certificate, and bond gathered into a single audit archive. Week 3 is findings review with your leadership, and Week 4 launches remediation on named owners with dated tasks. You end the month with a defensible baseline and a roadmap, not a 40-page report sitting on a shelf.

First 60 days

Quarterly retainer cadence begins

A named principal leads the account — not a rotating queue. The operating rhythm is deliberate: a standing 30-minute weekly status call, a monthly board-ready compliance dashboard, a quarterly deep review against the CCR rotation, and a 30-minute inbox response guarantee during business hours. Each quarter focuses one domain — licensing and disclosure, security and premises, METRC and records, renewal readiness — with an unannounced spot-check in the off-weeks. By Day 60 your team knows who to call, when reports land, and what the quarter’s agenda looks like.

Ongoing

Renewal & material-change support

Annual renewal runs inside the retainer: the 60-day pre-renewal window triggers a renewal-readiness audit, affidavit refresh, tax and insurance verification, and portal filing — no separate engagement fee. Material changes under CCR 15020 and FIH changes under CCR 15023 are filed as they arise, with the 14-day statutory clock tracked from event date to portal submission. Premises modifications, ownership amendments, and operational changes are drafted, submitted, and closed in the same workflow — nothing gets queued until it becomes a deficiency.

As needed

Project engagements

Net-new scopes — additional license applications, acquisition diligence, enforcement-defense response to a Notice to Comply, CAPA drafting, or an OAH hearing — are scoped as projects inside the retainer at retainer-client reduced rates rather than reopened as fresh engagements. Response is immediate: Notice-to-Comply matters are triaged within 24 hours, diligence requests inside 48. Every project deliverable feeds back into the master compliance archive, so the record keeps compounding no matter how many discrete workstreams are open at once.

Quarterly

Strategic review

One session per quarter steps back from the compliance work. We review license-portfolio performance across sites, flag regulatory developments that change the economics of your class (track-and-trace rule changes, BPC amendments, CDTFA tax restructuring), and surface expansion or divestiture opportunities in jurisdictions where we hold active intelligence. The deliverable is a four-to-six page strategic memo framed for board or investor reading. Year over year, those memos become the spine of a long-range compliance and growth plan — not just this quarter’s status.

Ready?

One 15-minute call
starts everything.

Schedule a strategy call