Get to know us
For years, we worked directly with local companies, solving real operational challenges: cleaning up books, organizing cash flow, building dashboards, and helping founders make strategic decisions with confidence. The mission was simple: bring clarity where there was chaos.
As we grew, something became obvious.Cannabis operators were struggling more than any other industry.Small dispensaries, cultivators, manufacturers, and distributors were dealing with:
Extreme tax pressure under 280E
Complex compliance obligations
Disconnected systems (POS, METRC, accounting)
Rapid growth but no structure
Limited access to experienced financial leadership
Audits, fines, and cash-flow challenges that crippled them
Most were great operators…but they were running multimillion-dollar businesses on startup systems. And so the pivot happened—not by accident, but by demand.
We were approached by cannabis clients who needed the same financial clarity, structure, and guidance we’d provided to traditional small businesses. But their challenges were deeper, the stakes were higher, and the opportunity for impact was massive.
We realized:
This industry wasn’t just underserved—it was under-supported. Cannabis businesses wanted to scale. They wanted to be legitimate. They wanted to operate with the same confidence and controls as mature companies. They just needed a partner who understood finance, compliance, and the realities of a fast-moving, highly regulated market.
So we stepped in. PV Green Advisory evolved into a full-spectrum financial advisory built specifically for the cannabis sector.
Today, we help cannabis operators:
Maximize legal tax savings using IRC 471
Build audit-ready systems
Create real financial visibility
Mature their internal processes
Prepare for scale, investment, and long-term success


Our mission
Our mission is to help small cannabis businesses grow into fully compliant, highly efficient, financially confident enterprises—the kind of companies that will define the future of this industry.


Our team
Our strength lies in our individuality. Set up by David and Christian, the team strives to deliver the best talent and service in the field of Finance.


David Peter
Managing Partner


Christian Vale
Partner


Jenny Lee
Senior Accountant
Contact
Reach out for your tax savings review
hello@pvgreenadvisory.com
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