What the financial record needs to show
Clear source of funds, documented ownership percentages, current financial statements, resolved tax filings and a clean tie between entity records and what has been reported to the state. Gaps in any of these slow a review down.
Ownership changes and transfers
Adding an investor, buying out a partner or selling a license triggers regulatory review of the change alongside the commercial transaction. We prepare the financial package, model the tax consequence of the structure chosen, and make sure the accounting treatment of the transaction matches what gets filed.
Renewals and ongoing standing
Unresolved state tax liabilities are among the most avoidable causes of licensing friction in Oregon. Keeping marijuana tax, payroll and CAT filings current is not just tax hygiene; it protects the license.
