Master a proven 6-stage framework to design, sell, and deliver succession plans—so you protect your clients’ legacies and add a reliable new revenue line to your practice.
Meet Brad Franc - Creator, Author and Founder of The Succession Solution
Why Succession Planning Matters Now
Succession isn’t optional—it’s inevitable. Every business will face leadership and ownership transition. Yet most owners are underprepared:
Over 70% of U.S. small-business owners lack a clear succession plan or have not documented one, even as they approach retirement.
The “Silver Tsunami” is here: a large share of owners are Boomers nearing exit, and many plan to transfer or sell within the next few years. Demand for qualified advisors is rising fast.
Transitions fail without planning. Family firms commonly struggle to survive generational handoffs—planning and governance make the difference.
Bottom line:
Your clients need a trusted operator to quarterback the process. That should be you.
Is This Certification Right For You?
This certification is designed for seasoned advisors who already sit at the table with business-owner clients and want to expand their scope of influence.
You’ll fit right in if you’re a:
Financial Advisor guiding founder-led or family-owned businesses
Attorney advising on ownership structure, governance, or succession clauses
CPA or valuation expert helping owners prepare for sale or transfer
Business consultant or coach supporting growth, leadership, or continuity
Recommended experience:
5+ years advising closely-held or family businesses.
You’ll get the most value if you:
Already have an existing client base of business owners
Want to differentiate beyond tax or financial planning
Are ready to productize your expertise into a structured, high-value offer
How the Certification Works
A structured, flexible program built for working professionals.
You’ll complete 10 modules aligned with The Succession Solution’s 6-stage framework—combining video lessons, case studies, and client-ready templates.
Apply It to Clients Earn Your Credential
Learn the Framework
Move through 10 self-paced modules that walk you through the entire 6-stage process.
Use tools, checklists, and discovery frameworks in your client engagements.
Complete the final assessment to become a Certified Succession Solution Advisor.
The Certification That Turns Expertise Into An Offer Clients Will Buy
Sample Template
You’ll learn to strategize, design, and deliver comprehensive succession plans using The Succession Solution’s 6-stage framework—
so you can confidently lead clients, navigate family dynamics, and produce tangible results.
✔️ Run structured discovery and risk assessments.
✔️ Facilitate hard conversations (fair vs. equal, readiness, and governance)
✔️ Produce a written roadmap with milestones and KPIs.
✔️ Align leadership, tax, and estate strategies.
✔️ Price, package, and position this as a premium service.
✔️ Market yourself as a Certified Succession Solution Advisor.
What You’ll Learn
A 10-module program mapped to the 6-stage Succession Solution framework.
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Define succession, assess readiness and risk.
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Clarify objectives across owners and families.
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Create governance, roles, and leadership systems.
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Align funding, taxes, and estate strategies.
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Translate plans into action and buy-in.
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Track KPIs and evolve plans over time.
Why This Program Works
Practical, Not Theoretical
Real frameworks and templates ready for use.
Built for Closely-Held Businesses
Focuses on family dynamics and governance.
Credibility You Can Market
Earn a credential to signal authority.
“I was able to finish up the succession course. It’s been most helpful and we’ve already lined up a Succession Planning session with a client.”
“The Succession Solution Certification Program was a great series. It is really consistent with great business practices and is applicable to many scenarios. It aligns so well with how I approach business management, and I find it inspirational and motivating. Brad does a terrific job of keeping it interesting, relevant, and entertaining.”
Turn Certification Into Revenue
Apply the framework directly in your advisory practice.
Three common engagement models:
Diagnostic & Roadmap
(4–6 weeks)
Discovery, risk assessment, stakeholder interviews, “fair vs. equal” facilitation, draft plan.
Price: $7,500–$25,000 fixed (tier by complexity/headcount).
Deliverable: Written plan with timelines, KPIs, ownership/leadership pathway, funding notes.
Implementation Sprint (90 days)
Governance design, roles/RACI, compensation frameworks, buy-sell & liquidity coordination with legal/tax partners, comms plan.
Price: $5,000–$15,000/month retainer.
Quarterly Stewardship
Quarterly reviews, KPI tracking, successor development, course-corrections.
Price: $2,500–$7,500/quarter (or bundle into annual).
See How Quickly This Certification Pays for Itself
Use the calculator below to estimate how much new revenue you could generate by adding succession planning services to your advisory practice.
Ready to turn these numbers into reality? Enroll today and start building your premium service line.
Who Benefits in Your Book of Business
These are the clients who already trust you — and need this guidance most.
Founder-led firms with no documented plan.
Family businesses balancing fairness vs. equality.
Owner-dependent companies where value drops without the principal.
Common Questions
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Yes—position it as a staged advisory offer (roadmap → implementation → stewardship). One engagement can pay back quickly, and stewardship creates durable annuity revenue.
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Demographics and owner readiness say yes: more owners are approaching transition without a documented plan, creating sustained demand for qualified advisors.