The Advisor's Guide to Protecting Your Athlete Clients

What every CPA, business manager, financial advisor, and agent needs to spot, and when to bring in counsel

By the time an athlete has a lawyer in the room, they usually already have a CPA, a financial advisor, an agent, and a business manager. You are closer to the money, the deals, and the day-to-day than any lawyer will be, which makes you the person most likely to see a problem first, and best positioned to prevent it, if you know what you are looking at. This is a field manual for you, the advisor: spotting the legal issues inside your client financial life, knowing the rule well enough to recognize the risk, and knowing exactly when to pull in counsel before a small problem becomes an expensive one.

“You run from smoke. You do not wait for the fire.”

Brandon Leopoldus, Esq.