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Webinar Recording: New Considerations for Business Succession Planning

Blog Post
October 20, 2020

On October 6, 2020 - Ray Lampner and Pattie Wagner of Sikich joined BMD’s Co-Managing Partner Justin Alaburda in “New Considerations for Business Succession Planning,” where they discussed current business succession planning considerations from an accounting, legal, and human capital perspective.

The complimentary webinar highlights strategies for maximizing sale price and net proceeds, identifying and cultivating a properly aligned leadership team, evaluating the need for shareholder and other succession planning contracts, and keys to designing your Ownership Transfer and Succession Management (OTSM) Plan.

Click here to view the webinar recording.

business successionbusiness lawaccountinghuman capitalshareholdersuccession planningsuccession management
Blog Post

Trulieve Tax Announcement and the ICLC Growth Spurt

March 19, 2024On March 12, leading cannabis tax lawyer James Mann made an extremely timely virtual presentation to ICLC participants regarding the announcement by Trulieve of its receipt of more than $100 million of tax refunds in connection with a challenge to what it owes under Section 280E of the Internal Revenue Code.Blog Post

Another Big Move Out of the Shadows; First Citizens Bank, the nation’s 19th largest, poised to enter the Cannabis Market

February 20, 2024A commentary on cannabis and hemp dated January 12, 2024 posted by First Citizens Bank on its website reflects the decision by the Bank to extend its very substantial hemp/CBD platform into the cannabis space.Blog Post

A Closer Look at Cannabis

December 8, 2023At the Nov. 30 Akron Roundtable event "A Closer Look at Cannabis," moderated by Andrew Meyer, deputy editor of news Ideastream Public Media, a varied group of panelists spoke about expected and potential outcomes and efforts of marijuana legalization.Blog Post

Out of the Shadows - Cannabis Going Mainstream

November 21, 2023BMD Phoenix Office Managing Partner, Stephen Lenn, recently discussed today's cannabis industry at an Akron Roundtable as part of their "Bringing it Home" series.Blog Post

Institutional Cannabis Lenders Community Holds First Meeting

July 28, 2023BMD Attorneys Stephen Lenn and Brandon Pauley have organized the Institutional Cannabis Lenders Community (ICLC), which is a community of institutional lenders include banks, credit unions, dedicated cannabis loan funds and family office/ultra-high net worth investors and are excited to announce that the group recently held its first meeting. The more than 20 participants in the ICLC, which was organized to enhance relationships among institutional cannabis lenders and provide forums for evolving best practices, include 4 of the major cannabis loan, more than a dozen banks and credit unions, and a cross section of other organizations that are involved in institutional cannabis finance activities.
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