Real insight on cannabis M&A, commercial acquisitions, and the deals most brokers won't touch. Written from the deal table, not a textbook.
280E relief is grabbing every headline. Meanwhile, a 60-day federal registration window is closing around June 27 — and missing it puts you on the wrong side of a deal.
DEA isn't finalizing the May 2024 rule — they're announcing a new hearing. In deal terms, that's not signing the LOI. That's tearing it up and starting over.
The DEA has not published a final rescheduling rule. Buyers pricing acquisitions on post-280E economics are taking on risk they haven't priced.
If you're using statewide headlines to time your next acquisition, you're looking at the wrong data. The real leading indicator lives at the city council level.