Safe Harbor Financial, a fintech leader in facilitating financial services and credit facilities to the cannabis industry, announced a strategic partnership with Bennett Thrasher, a leading accounting and advisory firm. This collaboration brings rigorous financial compliance and advisory services to businesses operating in regulated markets — supporting operational and financial compliance from startup through expansion.
Through this partnership, Safe Harbor clients gain access to a full suite of financial and advisory services tailored specifically for cannabis businesses, including:
- Annual audits and quarterly reviews to ensure transparency and boost stakeholder confidence
- Tax preparation and filing designed to navigate the complexities of tax law, including 280E
- Ongoing financial and tax advisory to support strategic planning and compliance
- Corporate valuations to guide capital raises, acquisitions, or succession planning
- M&A transaction support and due diligence for operators pursuing growth or consolidation
- CFO services and technical accounting to deliver executive-level guidance without in-house overhead
“Whether a cannabis business is launching, expanding, or preparing for a capital event, financial clarity is essential,” said Terrance Mendez, CEO of Safe Harbor Financial. “This partnership addresses a critical gap in financial infrastructure for businesses operating in this highly regulated space. It reflects our broader mission: to equip operators of all sizes with the tools, guidance, and infrastructure they need to grow with confidence.”
“Safe Harbor’s platform is built on transparency and trust — values we share,” said Richard Bartolanzo, Partner at Bennett Thrasher. “By embedding our tax and audit services into Safe Harbor’s ecosystem, regulated operators can access financial functions with ease. Together, we’re helping clients operate with greater efficiency, accuracy, and confidence in a complex environment.”
Why This Matters
Operators in regulated industries face a wide range of financial challenges, from the complexities of 280E tax law to investor expectations and limited access to traditional advisory services. Many businesses — whether just starting out or well-established — struggle to meet these demands without experienced support. By integrating Bennett Thrasher’s expertise into the Safe Harbor platform, operators can:- Improve audit readiness and financial hygiene
- Build credibility with investors, lenders, and regulators
- Avoid costly tax errors and compliance missteps
- Make smarter decisions with strategic financial guidance
- Gain CFO-level insight without the cost of a full-time hire
