Stop playing the hero in a failing deal and start playing the expert who never lets the drama into the room in the first place.

Every experienced broker has a story: the deal that turned into a soap opera, the liability they didn’t see coming, the moment they realized they’d wandered into legal territory without a map. Drama has a way of inserting itself into deals. The good news? Most of it is completely avoidable.

Join host Colette Kemp, and two of the sharpest transactional attorneys in the business, Tad Cook and Lisa Crandall of PLG Law, for a masterclass designed specifically for business brokers who want to keep their deals clean, their clients protected, and their names off the wrong kind of paperwork.

With a combined track record spanning M&A, securities, debt financing, franchising, and business succession across multiple states, Tad and Lisa have seen what goes wrong, and more importantly, they know exactly where brokers unknowingly create problems while trying to do the right thing.

In this session, you’ll learn:

• – Where brokers most commonly cross legal lines without realizing it
• – How to recognize the early warning signs that a deal is headed for drama
• – What you should, and absolutely should not, be doing to protect yourself and your clients
• – How to build a cleaner process from the first conversation
• – Drama doesn’t announce itself. That’s the whole problem.

Register today and join us live to receive an exclusive bonus created for CVBBA members only!

🎁 THE LIVE-ONLY BONUS: The “Drama-Free Deal” Checklist

10 Questions Every Business Broker Should Ask Upfront… Before the Deal Has a Chance to Fall Apart.
We aren’t just giving you a PDF; we’re giving you Insurance.
This attorney-authored guide contains the exact “Red Flag” questions that Tad and Lisa use to vet deals.
Created by Tad Cook and Lisa Crandall of PLG Law, this attorney-authored PDF gives you the exact questions that separate smooth closings from expensive chaos.
Ask these at the start of every engagement, and you’ll spot the landmines before you step on them, protecting your clients, your commission, and yourself.
Available exclusively to live attendees. You won’t find this one on Google.

Join fellow business brokers and trusted advisors for an evening of networking, fresh connections, and engaging conversation at Stonehenge Golf & Country Club on Wednesday, March 18, 2026, from 6:00 – 8:00 PM.

Set in one of Richmond’s most attractive and welcoming country club environments, this event creates the perfect environment to relax, connect, and strengthen meaningful business relationships.

Enjoy complimentary food and beverages courtesy of our generous sponsor, Dogwood State Bank, (Dave Phillips).

🗓 Date: March 18th, 2026
⏰ Time: 6:00 PM to 8:00 PM
📍 Venue: Stonehenge Country Club, 1000 Farnham Dr, Richmond, VA 23236.
🤝 Sponsor: Dogwood State Bank (Dave Phillips).

Event registration is by invitation only. RSVP by March 11th.
Any questions, reach out to Mike Metzger, (804) 617-6328.

At Dogwood State Bank, A Division of TowneBank Small Business Lending, our experienced team offers dynamic solutions that other banks cannot. Our program offers a fast loan process, higher loan amounts, and longer repayment terms. By getting to know your business and its unique challenges, we can customize a loan to address both your current business needs and future growth.

We offer a full suite of SBA loan products, including the SBA 7(a) loan, the SBA 504 loan, the SBA Express Loan Program, and USDA Lending. These products can be combined to offer a fully customized loan solution for business acquisitions and expansions, commercial real estate, franchise purchases, partnership buyouts, and more.

The SBA Business Lending Specialists at Dogwood State Bank, A Division of TowneBank Small Business Lending, are dedicated to helping your small business grow and thrive. Wherever you are in your business journey, we are here to help you reach your goals.

Please visit www.dogwoodstatesbl.com for more information.