Resources

Client Alerts, News Articles, Blog Posts, & Multimedia

Everything you need to know about BMD and the industry.

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

Inside M7 Holdings' Innovative Investment Strategies

March 27, 2023Anthony S. Manna, Founder and Chairman of Brennan Manna Diamond LLC, M7 Holdings LLC and Signet LLC was recently interviewed on the Matt Brown Show as part of their "Private Placement Perspective" series. Anthony gave insight into the operations of M7 Holdings and the company's business family investment philosophy. Watch the full interview below!Blog Post

Opening the Door to Quality Recovery Housing

March 15, 2023From March 8–9th, Ohio Recovery Housing (ORH) — the oversight authority for ORH-certified recovery residences operating in the state of Ohio — hosted its 2023 Annual Conference, “Opening the Door to Quality Recovery Housing,” which boasted a room full of housing providers, delivered timely educational updates, and featured prominent speakers in the recovery housing space.Blog Post

Spotting a Sham - What You Need to Know About MEB/BD Business Certification Processes

February 7, 2023How to navigate the MWBE system, certify joint ventures, and avoid shams.Blog Post

Invitation to Banks & Family Office/Ultra-high Net Worth Investors Exploring Cannabis Lending to Join Our Informal Institutional Cannabis Lenders Community

December 2, 2022An update on the latest developments in the cannabis banking/lending space by subject matter expert, BMD Scottsdale/Phoenix Office Managing Partner Stephen LennBlog Post, Client Alert

Community Banks: Collaboration, not isolation, is the key to protecting/ enhancing the cannabis business you pioneered

August 26, 2022As we prepare for the plenary session of the informal institutional cannabis lenders community announced in my previous article, I am pleased to advise that participants now include 5 of the best-known dedicated loan funds; a select group of commercial banks ranging in size from single state community banks to mid-size regionals making cannabis loans into the mid-8 figures; and, a syndicator of credit union cannabis loans.
Older posts
Newer posts