Case Study 1: National MSO – Multi-State Franchise Expansion
A leading cannabis MSO needed to rapidly scale their retail footprint through franchising while maintaining brand excellence across multiple states with varying regulations.
– Developed comprehensive site selection criteria with market-specific scoring matrices
– Created 30+ SOPs adaptable to individual state compliance requirements
– Designed three-tier training program ensuring brand consistency
– Structured franchise agreements with performance benchmarks
– Implemented turnkey launch playbooks with 90-day countdown checklists
– 25% faster time from LOI to grand opening
– 10% reduction in average buildout costs
– 100% first-round license approval rate
– 3 states successfully launched
– EBITDA positive within first quarter
Case Study 2: Maryland Social Equity – Cultivation Excellence
First-time operators in Maryland’s social equity program needed to compete against established MSOs while building a sustainable 30,000 sq ft cultivation facility with limited capital.
– Led complete facility design and operational planning
– Developed comprehensive business plan and funding strategy
– Created differentiated go-to-market strategy emphasizing craft quality
– Designed efficient workflows balancing compliance and labor costs
– Facilitated strategic partnerships with established operators
– 30,000 sq ft cultivation facility in development
– Maryland’s first social equity cultivation operation
– Positioned for early adult-use market participation as first lottery participant to market
– Strategic partnerships secured
– Comprehensive operational framework ready for implementation
Case Study 3: Mississippi Retail – Border Market Optimization
Enter Mississippi’s nascent medical market with strategic positioning to capture Tennessee patient flow. Required complete end-to-end support in undeveloped market with no existing infrastructure.
– Identified optimal suburban Memphis location maximizing border traffic
– Analyzed cross-border patient flow and medical refugee patterns
– Led cost-effective design-build within tight budget constraints
– Vetted and onboarded cultivation partners and product vendors
– Developed comprehensive launch plan for uneducated market
– Created patient education and acquisition strategies
– Prime border location secured with Tennessee visibility
– 30% under budget on design-build
– First-to-market advantage in Memphis metro
– 20+ vendor relationships established
– 25% of patients from Tennessee
– Profitable in month 3 despite market immaturity
Case Study 4: Midwest Operator – Strategic Contingent Entry
Prepare for uncertain medical cannabis expansion timeline while protecting investor capital from regulatory delays and market uncertainties.
– Analyzed 25+ potential sites across target markets
– Structured contingent purchase agreements with licensing triggers
– Negotiated flexible terms allowing pivots without penalties
– Built relationships with municipalities and stakeholders
– Created ready-to-execute operational plans
– 15 prime sites under option with zero holding costs
– $2M+ capital preserved through contingent structures
– 8 municipalities with pre-secured support
– Complete applications ready for submission
– 60-day launch timeline upon license award
Case Study 5: Michigan Pioneer – First-Mover Success
Navigate Michigan’s complex transition from medical to adult-use cannabis, securing first-mover advantage in one of the nation’s largest new markets while managing multiple license types and exit strategies.
– Identified strategic locations meeting both medical and adult-use requirements
– Navigated municipal opt-in processes during critical transition period
– Structured operations for day-one adult-use conversion readiness
– Pioneered consumption lounge licensing pathway with local officials
– Executed multiple buy/sell-side transactions for licenses and real estate
– Developed exit strategies maximizing ROI on mature assets
– One of only 3 licensees approved for day-one adult-use sales in Michigan
– First consumption lounge approved by local municipality in Michigan
– Multiple successful transactions across operating and pre-revenue assets
– 30%+ ROI achieved on license and real estate transactions
– Buy and sell-side advisory across multiple jurisdictions
– Strategic exits timed to market cycles