Cardiff Lexington Enters Advisory Agreement with Greentree Financial Group

Rhea-AI Summary

Cardiff Lexington (OTCQB: CDIX) announced on November 20, 2025 that it entered an advisory agreement with Greentree Financial Group to support its uplisting strategy and strengthen financial reporting and governance.

Greentree will assist with the company’s audit process, S-1 filing, SEC and exchange comment responses, governance initiatives, and coordination with attorneys, CPAs, and transfer agents. Management described the engagement as a step toward uplisting to a major U.S. exchange and improving public markets compliance.

LEXINGTON, KY / ACCESS Newswire / November 20, 2025 / Cardiff Lexington Corporation (OTCQB:CDIX) today announced that it has entered into a new advisory agreement with Greentree Financial Group, Inc., a consulting firm specializing in corporate governance, financial reporting, and public markets compliance.

This engagement reinforces Cardiff Lexington's ongoing commitment to advancing its uplisting strategy and strengthening the Company's financial integrity as it continues to scale and grow its innovative healthcare platform and network.

Greentree will assist Cardiff Lexington with services related to the Company's audit process and S-1 filing, including SEC and exchange comment responses, governance initiatives, and coordination with attorneys, CPAs, and transfer agents.

Alex Cunningham, Chief Executive Officer of Cardiff Lexington, commented, "We're very pleased to be partnering with Greentree Financial Group to help us strengthen our corporate governance, financial reporting and public market compliance. This is a significant step in our ongoing strategy to uplist to a major US exchange, and we believe that Greentree's deep experience and impressive track record of execution and success will be a strong addition to our team as we continue to drive growth and value across our business."

R. Chris Cottone, Vice President of Greentree Financial, commented, "Cardiff Lexington is at a key inflection point in their growth trajectory, and we're excited to partner with them as they take these important next steps in their uplisting journey. We look forward to supporting their strategic vision by enhancing their governance, compliance, and reporting efforts as they prepare for this next phase of growth."

About Cardiff Lexington Corporation:

Cardiff Lexington Corporation (OTCQB:CDIX) is a targeted healthcare holding company dedicated to acquiring and building middle-market niche health care clinics, primarily in Orthopedics, Spine Care, and Pain Management. The Company's partnership-driven culture emphasizes service excellence, teamwork, accountability, and performance.

All current revenue is derived from Nova Ortho and Spine, LLC, which operates a network of regional specialty and ancillary orthopedic care centers across Florida and Georgia. These facilities provide traumatic injury patients with comprehensive diagnostic and surgical services, primary care evaluations, interventional pain management, and specialty consultations.

For more information on Cardiff Lexington Corporation, you may access the company's website at https://cardifflexington.com/

About Greentree Financial Group, Inc.

Founded in 1999, Greentree Financial Group, Inc. ("Greentree") is a financial advisory and consulting firm with offices in Plantation, Florida, and Cornelius, North Carolina. Greentree specializes in guiding high-growth companies through access to U.S. capital markets, including initial public offerings and uplisting efforts. The firm also assists public companies with ongoing compliance, periodic filings, audit readiness, and corporate governance. Greentree emphasizes tailored, long-term growth strategies, with a reported client renewal rate above 90%. More information is available at www.gtfinancial.com.

FORWARD LOOKING STATEMENT: This news release contains forward looking statements within the meaning of the Securities Litigation Reform Act. The statements reflect the Company's current views with respect to future events that involve risks and uncertainties. These risks include the failure to meet schedule or performance requirements of the Company's business, the Company's liquidity position, the Company's ability to obtain new business, the emergence of competitors with greater financial resources, and the impact of competitive pricing. In the light of these uncertainties the forward-looking events referred to in this release might not occur.

Use of Non-GAAP Financial Measures

Cardiff Lexington Corporation prepares its consolidated financial statements in accordance with United States generally accepted accounting principles ("GAAP"). In addition to GAAP disclosures, this document contains financial information and measures considered to be "non-GAAP". These non-GAAP measures can be used in order to gain a more complete and accurate understanding of the Company's financial condition and results. Non-GAAP financial measures should be considered in conjunction with, and not as a substitute to GAAP financial measures.

Cardiff Lexington Investor Relations
investorsrelations@cardifflexington.com
(800) 628-2100 ext. 705

or

IMS Investor Relations
cardifflexington@imsinvestorrelations.com
(203) 972-9200

SOURCE: Cardiff Lexington Corporation

View the original press release on ACCESS Newswire

FAQ

What did Cardiff Lexington (CDIX) announce on November 20, 2025?

Cardiff Lexington announced an advisory agreement with Greentree Financial Group to support its uplisting strategy and strengthen governance and financial reporting.

How will Greentree Financial Group support Cardiff Lexington's S-1 filing for CDIX?

Greentree will assist with the audit process, S-1 preparation, SEC and exchange comment responses, and coordination with attorneys, CPAs, and transfer agents.

Does the Greentree agreement change Cardiff Lexington's uplisting timeline for CDIX?

The announcement states the engagement supports the uplisting strategy but does not provide a specific timeline or target date.

Will the advisory agreement with Greentree affect Cardiff Lexington's financial statements for CDIX?

Greentree will assist with financial reporting and audit processes, which may strengthen reporting integrity but no financial restatements or numerical changes were disclosed.

Who from Cardiff Lexington commented on the Greentree engagement for CDIX?

Alex Cunningham, Chief Executive Officer, commented that the partnership strengthens corporate governance, financial reporting, and public market compliance.

What services will Greentree provide to Cardiff Lexington related to CDIX governance?

Greentree will provide governance initiatives, help respond to regulator/exchange comments, and coordinate with legal and accounting advisors.