Cannibusiness – Challenges,
Opportunities, and Threats


Cannibusiness – Challenges, Opportunities, and Threats

Now that marijuana is legalized in eleven states, and many think it won’t be long before it is legalized at the federal level, your business-minded clients likely have loads of questions about this potentially lucrative industry such as: how to become an investor and/or doing business with those in the industry (directly or indirectly); leasing property; highly specialized/unique legal, taxation, and banking laws; financial and legal risks; minimal lending options, and much more.  Join Kim and Mindy as they discuss the language, tools, and resources to better help your clients when they come knocking.


Learning Objectives:

By the end of the session, attendees will understand the following as it relates to the cannabis industry:

  • Investment opportunities within the business, as well as with those in the industry
  • Legal, taxation and banking laws
  • Lending options, financial and legal risks


About the Presenters:

Learn from industry experts Kimberly R. Simms, Esq. and Mindy Joslin about the language, tools, and resources to better help your clients.

Meet the Presenters


This event is free to attend! Thank you to our Sponsors:

This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Kimberly R. Simms, Esq.
Mindy Joslin

Mindy Joslin

Vice President at HUB International


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at