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.
