When professional practice meets business opportunity, regulatory walls can either block growth or redirect it. This CLE program examines how management entities — long used in healthcare — can be redeployed in completely different arenas, including the legal and accounting sectors. Rather than revisiting the medical MSO model, we chart a new path: how alternative structures like LOMO and PAMO can support operations, investment, and scale without overstepping professional practice boundaries.

The program takes a jurisdiction-by-jurisdiction lens, highlighting where the framework bends, where it breaks, and how states such as California, Washington, and Oregon impose unique ownership and operational hurdles. Participants will uncover methods for lawful participation in revenue streams, learn how to draw bright lines between administrative functions and licensed judgment, and walk away prepared to navigate Corporate Practice of Law rules, CPA ownership restrictions, and similar regulatory regimes.