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    Stay Connected
    Stay Connected

    Subscribe to our Newsletter

      By checking this box, you agree to receive text messages from Lucky Leaf Expo about event updates, speaker announcements, and promotional offers. You can reply STOP to opt out at any time, or for any assistance, reply HELP at (555) 123-4567. Message and data rates may apply. Messaging frequency may vary. Please review our Privacy Policy and Terms & Conditions

      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.


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      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.