Wherever you are - city or state, we are here to help you start your business; we will prepare the requirements compliance materials and work with you to develop your compelling story.  Then, with you and a few specialized experts, we will prepare your documents.

Just getting started?  You will need a Business Plan and Pitch Deck.  We bring years of experience in writing Business Plans and Pitch Decks to brainstorm and prepare materials tailored just for you.  They are beautiful and compelling to the reviewers.

There are several sources of good starter pro formas available - such as SCORE and SBA.  We have our own Agate Financial Team assist you to prepare pro formas and projections for your special business processes and operations. 

How do you accomplish the work in the various business units?  How do you ensure that all of your work flow is properly explained?  You need an excellent Business Operations Manual for your business.  With our capabilities in  organization and rigorous standards we will provide you a clear, easy to read and use Business Operations Manual.

Standard Operating Procedures (SOPs) are a critical set of documents to show regulators and auditors that you are running your business according to laws and your own Business Operations Manual.  We use the most up-to-date software solutions to prepare SOPs for you for audit trails and that you can license, or even franchise.

You need to be ready 24/7 for law enforcement, regulators, or auditors to arrive.  They will want to check that you are operating in compliance with laws and your SOPs. We will help you to be ready by providing training, assessments, drills, spot checks, and mock reviews.

We all have risks in our businesses.  You can stay ahead of problems with a monthly Risk Assessment Review and up-to-date Risk List and Mitigation Plan.  We help you identify Risks, determine the plan to reduce and eliminate them, and provide you the on-going service to go forward with confidence.

We specialize in Research and Development programs for your cultivation facilities.  Would you like to test and verify new strains?  Would you like to introduce a new nutrient line?  Do you need to know how your products' efficacy changes over time?  We will prepare and conduct the scientific studies that will get the answers.

Business change can be incremental or transformational.  From small changes to those that are irreversible to create a new business strategy or direction, we assist you with planning, brainstorming, stakeholder management, documentation, and training for employees.  We are here to guide and provide expertise for your change to the next level

We love to teach and make complex ideas and scenarios fun and entertaining for a wide variety of audiences.  We provide individualized training through workshops, one-on-one tutoring, and self-paced training materials for your workforce.  We teach in multiple ways: lectures, doing, and moving.

Creative Problem Solving is a productive and enjoyable way to tackle any problem.  Think of it as advanced brainstorming with a trained facilitator.  We use advanced problem solving modes, such as parallel and lateral thinking -- to spend a few hours getting to the answers you need.

We strongly believe that no one can go it alone.  We want to be the helper, mentor, caring partner, and friend to help you achieve your vision of your business.  We are here for you.