The register is busy. The profit isn’t there.
Revenue alone does not tell you which products and discounts earn their keep. We review product costs, discounting and the expenses behind the sales.
What is helping profit, and what is eroding it?
FOR OPERATING DISPENSARIES
Busy registers do not always mean healthy profit or cash in the bank. The Collateral Base business audit examines your numbers, costs and day-to-day work to identify what deserves attention—and what to do about it. Start with your business, then choose the right solution.
Your numbers. Three priorities.
A plan for the next 30 days.
You do not have to diagnose the problem before you ask for help. That is the purpose of the audit.
We operate a dispensary, too. Thomas Howard co-owns Pekin’s Local and co-hosts Cannabis Legalization News. We use AI in our own operations. Your audit starts with the business problem; better processes, coaching or technology may be part of the solution.
DO ANY OF THESE SOUND FAMILIAR?
Tell us what feels hardest. We examine the relevant records and work with your team to understand the cause.
Revenue alone does not tell you which products and discounts earn their keep. We review product costs, discounting and the expenses behind the sales.
Money can be tied up in inventory while obligations come due. We examine stock movement, purchasing and available cash records before recommending changes.
Sales feel unpredictable, and another promotion is not a plan. We examine traffic, repeat visits, basket size and available campaign results to identify where to investigate first.
We examine the work those costs support, duplicated effort and tools already available. The answer may be a simpler process, a staffing change or making better use of what you own.
You are the person who checks, fixes and follows up. We look at recurring decisions, staff responsibilities and handoffs to identify work that could move off your desk.
WHAT YOU GET
You receive a written review, three ranked priorities, a 30-day action plan and a 30-minute findings session. Each recommendation explains the evidence, expected benefit, cost and next step. We agree the scope and required records before you commit.
Review the relevant records and your team’s account of the work. Identify missing information and distinguish a finding from a question that still needs testing.
Rank the proposed changes by likely benefit, cost, effort and time to impact. Estimates show their assumptions; unsupported savings stay out of the plan.
Take the plan to your team, accountant or existing vendors. If you want our help carrying it out, we can discuss separately scoped coaching or implementation. You are not required to buy another service.
ILLUSTRATIVE EXAMPLE — NOT A CLIENT RESULT
A discount can look successful at the register while making the profit target harder to reach. This is one example of the questions an audit can examine.
HOW TO GET STARTED
Use the form below to prepare an email. Review and send it to our team. You do not need to send financial records or diagnose the cause.
We review fit, then agree the questions, required records, fee, your team’s participation and a delivery date. Any data transfer is arranged separately.
Review the supporting numbers and three priorities with us. Decide which changes your team will make and whether further help is worthwhile.
BEFORE WE START
No. Describe what you are experiencing and what you want to improve. We agree which areas the audit will cover and which records are needed. We do not assume every store has the same problem.
The audit starts with your business. AI, existing software features, staff coaching or a simpler process may help implement a finding. Any new software or live connection requires a separate compatibility, access, cost and support review.
We can discuss coaching or implementation once the audit identifies the work. Responsibilities, fees and available delivery capacity must be agreed separately. Purchasing, pricing and other operating decisions remain with your authorized team.
Audits start at $2,500 for one agreed store scope and include a written review, three priorities, a 30-day plan and a 30-minute findings session. We confirm the fee, records, your team’s participation and timing before payment. Larger scopes and implementation are quoted separately.
The plan identifies what to measure for each action, such as gross-profit dollars, cash committed to stock or owner hours. Results depend on the findings and execution. Time released is not cash saved unless an actual expense falls; no financial or lifestyle outcome is guaranteed.
START WITH WHAT YOU WANT TO CHANGE
More reliable profit? Less pressure from bills? More time away from the store? Tell us what is happening and what you want to improve. Prepare an email below, then review and send it to request an audit.
Audits from $2,500. No payment at this step.
Implementation is a separate decision.