Summit 360° Diagnostic · California cannabis
Elevate your business to its summit.
It starts with the Summit 360° Diagnostic: a 2–4 week executive assessment of your cultivation, production, workforce, data, automation and vendor strategy. You get one integrated view of the business and a 90-day roadmap to elevate, scale and professionalize it.
Demo DashboardSee a sample operator's KPIs at baseline, 30, 60 and 90 daysInside the Summit 360°
Clarity in weeks. A plan for the next 90 days.
Built for owners, executives and investors who need an objective, integrated read on the business, fast. Senior advisors, one integrated view, and a focus on the opportunities with the most value.
Kickoff and data
Leadership interviews and a focused data request across production, payroll, finance and vendors.
On-site assessment
Time in the rooms, on the production floor and with every shift.
Analysis and executive readout
Connected findings, scorecard, opportunity maps and the 90-day roadmap, presented to leadership.
Executive findings
What's working, what isn't, and the root causes that connect them.
Operator scorecard
A rated view of all six areas, so leadership agrees on where the business stands.
KPI framework
The measures leaders should watch, including measures they may not know they need yet.
Dashboard blueprint
The executive dashboard your data supports today, and the build plan for real-time reporting.
AI & automation opportunity map
Recurring work to automate, ranked by hours saved, cost and effort.
Vendor & commercial review
Contracts, pricing and service levels worth renegotiating or rebidding.
90-day roadmap
Prioritized actions with owners, milestones and expected impact, sequenced so early wins fund the next phase.
One operating picture
Operations, people and finance in one real-time view.
Most operators run cultivation, HR and finance in separate systems and separate meetings. Summit connects them: we pull data from the grow, the production floor, payroll and the books, add cost and financial context, and automate the reporting and workflows around it.
Summit intelligence layer
Connected, automated, decision-ready
- KPI architecture
- Data model and reporting database
- Workflow automation and AI agents
End to end: we design it, build it, and can stay on to run and evolve it with your team.
Services
End-to-end advisory, from site selection to the boardroom.
Six practices delivered by one team. Each connects to the others, so improvements in one part of the business hold across the rest. Together they take an operation from founder-led to enterprise grade.
Cultivation
Quality Cultivation
Plant health, environmental consistency and clean, evidence-based grow practices across indoor, outdoor and mixed-light operations.
- Plant-health and IPM assessment
- Grow systems and environment
- Yield, potency and consistency review
- Cultivation SOPs and training
Facility
Facility Design & Build
From site selection to opening day: custom design of cultivation, drying, trim, packaging and storage space for new sites, expansions and rebuilds.
- Site selection and power planning
- Room, HVAC and irrigation design
- Dry, trim, packaging and storage layout
- Build budget, timeline and vendor bids
Operations
Operational Excellence
Seed-to-finished operations: post-harvest, production, packaging, SOPs, labor utilization, inventory control and operating rhythm.
- Post-harvest and production flow
- Flower, pre-rolls, edibles, vapes and tinctures
- Packaging and inventory control
- Daily operating rhythm and KPIs
People
People Strategy & Workforce Analytics
Organizational design, leadership, employee and labor relations, HR compliance and the workforce data behind them.
- Org design and workforce planning
- Employee relations and investigations
- Labor relations and labor peace agreements
- Workforce analytics and HR compliance
AI + Data
AI, Automation & Dashboards
Real-time executive dashboards, reporting databases, KPI architecture, AI agents and workflow automation across the floor and back office.
- Real-time executive dashboards
- Automated reporting cadence
- AI agents and workflow automation
- Finance and workforce intelligence
Scale
Business Scalability
Transformation, operating model design, commercial and vendor strategy, and the governance investors and boards expect.
- Operating model and transformation
- RFPs, vendor selection and negotiation
- SOW and MSA business requirements
- Investor, PE and board reporting
Not sure where to start?
The Summit 360° Diagnostic assesses the whole business at once and shows where the value is.
How we work
From diagnosis to an enterprise-grade operation.
Short, high-impact engagements with a defined scope. Start with the 360°, implement what it finds, and keep us engaged as long as it adds value.
Summit 360° Diagnostic
An executive assessment across all six areas, with a scorecard, dashboard blueprint, AI opportunity map and 90-day roadmap.
Transformation sprints
We implement what the roadmap calls for: SOPs, facility improvements, org design, dashboards, automation, vendor negotiations and manager training, each with a defined scope and end date.
Managed intelligence and advisory
We can run and evolve your dashboards, reporting and automation, and provide retained executive advisory or fractional HR leadership.
Who we serve
Cannabis is the lead market, not the limit.
Summit also advises organizations where workforce complexity, operational risk, regulation and growth intersect. The same disciplines apply: clear structure, capable leaders, sound governance and practical execution.
Primary practice
Cannabis
Cultivation, plant health, facility design, indoor, outdoor and mixed-light operations, production, finished products, packaging, workforce strategy, employee and labor relations, organizational design, AI, reporting and transformation.
Healthcare
Complex workforce environments, employee relations, operating models, integration, leadership and transformation.
Investor-backed companies
Portfolio companies that need scalable operations, people infrastructure, reporting and governance.
Other highly regulated businesses
Organizations facing workforce risk, compliance obligations, multi-site complexity or rapid professionalization.
About Summit
Operator experience. Enterprise standards. Practical execution.
Summit Advising Group is a multidisciplinary advisory firm serving cannabis and other highly regulated businesses. Our advisors bring experience from cannabis cultivation and operations, facility design, enterprise HR and labor relations, data and automation, and large-scale transformation.
“We improve the systems behind quality: cultivation, facilities, production, people, data and execution, without forcing a generic corporate model onto the business.”
Senior advisors on every engagement
The advisors who scope the work lead it. No handoffs to a junior team.
Teams built around the problem
Each engagement draws advisors from the practices it needs, from cultivation and facilities to labor relations and data.
Operator and enterprise experience
Advisors who have run cannabis operations work alongside advisors who have led enterprise HR, labor relations and transformation.
Implementation, not slideware
We build what we recommend: SOPs, facilities, org structures, dashboards and automated workflows.
Confidential by design
Investigations, labor strategy and client engagements handled with discretion. We never name clients without permission.
Built for California
Grounded in California licensing, employment law and Cal/OSHA requirements, with statewide and remote delivery.
For industry partners
A complementary advisory resource, not another recruiting or marketing firm.
Summit supports recruiters, investors, attorneys, operators and other cannabis-industry partners when a client's challenge extends beyond a single hire and into operations, facilities, workforce structure, leadership or transformation.
Referral partnerships
When the problem is bigger than the open role.
A difficult hire is often a symptom of a larger operating issue: unclear roles, weak management systems, poor workforce design, inconsistent processes or organizational instability. Summit can assess and address those underlying conditions.
- Pre-hire organizational assessment
- Leadership and role clarification
- Operating-model and workforce redesign
- Post-placement stabilization support
Joint engagements
Extend client value without duplicating services.
Summit's focus is operations, facilities, people systems, data and transformation. We intentionally stay out of recruiting, sales and marketing so our work complements specialist partners.
- Joint diagnostics
- Specialist subcontracting
- Executive advisory support
- Mutual referral relationships
Ready when the operation needs to evolve
When quality, people and operations stop moving together, performance suffers.
Summit helps identify the constraint, design the right intervention and move the business into a stronger operating model without adding unnecessary complexity.
Start a conversation
Tell us what's getting in the way.
You don't need to know which service you need. Tell us what's happening in the operation, what has changed and the outcome you want. A senior advisor reviews every inquiry personally, and we keep them confidential.
- Send a short note about the situation.
- Meet with the right senior advisor for a 45-minute consultation.
- If there's a fit, receive a written proposal and scope.
Phone
(424) 234-3854