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