ESOPs in Cannabis: A Tax-Advantaged Exit Strategy for a Complex Industry
ESOPs in Cannabis: A Tax-Advantaged Exit Strategy for a Complex Industry
Cannabis business owners face a unique set of challenges when planning for growth, liquidity, and succession—limited buyer pools, regulatory complexity, and the ongoing impact of IRS Code 280E. An Employee Stock Ownership Plan (ESOP) offers an alternative path that can provide liquidity, preserve independence, and deliver significant tax advantages. In this session, Rick Jaye of Business Transition Advisors will break down how ESOPs work specifically within the cannabis industry.

Rick Jaye
ESOPs in Cannabis: A Tax-Advantaged Exit Strategy for a Complex Industry
Rick Jaye is a Managing Director of BTA, Inc. With over 30 years of experience in the financial services industry, Rick has provided high level strategic business entity planning, business transition planning, tax mitigation consulting, risk management and benefit consulting services to institutional partners, banks, brokerage, CPA and laws firms. He is a well-known national speaker and instructor on topics of advanced tax, wealth, business entity planning, and retirement.