What if putting off your “legal homework” is actually holding back your clients’ growth—and your own? Are you approaching deals transactionally, or are you ready to become the advisor who helps entrepreneurs thrive through preparation, proactive counsel, and hard-earned trust?

Winning as a broker isn’t just about managing the transaction—it’s about mindset. This episode underscores the transformational value of forward-thinking legal guidance, where preparation, candid conversations, and strategic relationships replace last-minute scrambling and fire drills. True dealmakers earn the right to advise by speaking the language of both business and risk—long before the signatures hit the page.

Michelle Bomberger, award-winning attorney and CEO of Equinox Business Law Group, sits down with Oliver to unpack what proactive, business-minded legal counsel looks like. She shares real scenarios in M&A, walks through the power—and pitfalls—of letters of intent, due diligence, reps and warranties, and even AI policy.

You’ll learn why the most successful brokers start building their client’s “legal data room” far ahead of the sale, how to become a true trusted advisor, and where future-ready legal strategy is headed for professional advisors.

Subscribe for more practical conversations on moving from transactional to transformational—so you can grow your pipeline by helping clients build businesses buyers actually want. Share this episode with a broker or advisor ready to lead the way.

Guest Links:
LinkedIn: www.linkedin.com/in/michellebomberger/
Company: www.equinox.law
Email: michelle@equinoxbusinesslaw.com

Connect with Oliver:
Email: oliver@ibainc.com
LinkedIn: linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: instagram.com/nextventurealliance