Deal or Drama: Why the Smoothest Closings Start with the Hardest Conversations
Event Details
Stop playing the hero in a failing deal and start playing the expert who never lets the drama into the room in
Event Details

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.
