This advanced CLE session synthesizes the use of the MSO structure beyond simple administrative outsourcing to achieve complex objectives in succession planning, strategic financing, brand centralization, and cross-industry adaptation, all while strictly adhering to the bright-line rules of the Corporate Practice Doctrine and Fair Market Value.

The program will explore contractual discipline, governance structures, and proprietary frameworks necessary to unlock these "off-label" economics without incurring severe fee-splitting and regulatory penalties. Attendees will leave with an operational playbook for multi-site roll-ups and transaction readiness.