Equip your advisors with a proven 6-stage succession planning framework — and license the program across your organization to expand service lines, deepen client relationships, and generate recurring advisory revenue.
Meet Brad Franc - Creator, Author and Founder of The Succession Solution
Why Firms Are Investing In Succession Planning Capabilities Now
Succession isn’t optional — every owner will face leadership and ownership transition. But most are unprepared, and even sophisticated firms lack a structured, repeatable process to guide them.
Market forces driving demand:
A large share of U.S. business owners are Boomers nearing exit (“The Silver Tsunami”).
Many have no documented succession plan or don’t know where to begin.
Family-owned firms struggle with fairness, readiness, and governance — the exact areas where advisors can add significant value.
Businesses increasingly want one trusted firm to manage continuity, leadership, governance, tax, and legal planning in an integrated way.
Opportunity for your firm:
Succession advisory is one of the fastest-growing premium service lines — with quarterly retainers ranging from $2,500 to $20,000 per client.
Why License The Succession Solution
Licensing the certification enables your team to deliver succession planning at scale — with a consistent process, shared language, and unified internal methodology.
Your firm gains:
A repeatable revenue engine tied to quarterly succession advisory
A standardized framework your entire team can execute
A credentialed bench of advisors trained in succession, governance, and continuity
A competitive differentiator against firms offering only exit/tax planning
A way to deepen retention with business-owner clients across generations
Your advisors gain:
A practical 6-stage process they can use immediately with clients
Templates, assessments, and facilitation tools
Confidence in leading complex, emotionally charged succession conversations
What Your Team Will 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.
How Your Firm Delivers This Work
The Quarterly Advisory Model
Your advisors will guide clients through a structured annual cycle:
Assessment & Roadmap
Implementation begins
Tracking & Adjustments
Stewardship & Annual Review
Discovery, readiness interviews, governance review, initial roadmap design.
Governance buildout, role mapping, successor development, communications.
KPI reviews, accountability, roadmap refinements.
Leadership development, course-corrections, and next-year planning.
Clients pay quarterly and can pause anytime
A low-friction model for business owners and a stable revenue line for your firm.
One client engagement typically covers the cost of licensing — with high-margin quarterly revenue beyond that.
Licensing allows your firm to train multiple advisors, use the tools internally, and scale succession planning as a formalized service offering.
License Includes:
Access to the full 10-module certification
Client-facing tools, assessments, and templates
Credentialing for each advisor
Optional firm-wide onboarding session
Rights to incorporate the methodology into your internal services
Why firms choose licensing:
Train multiple advisors at once
Deliver a consistent experience across your book
Increase bench strength and cross-functional capabilities
Institutionalize succession advisory as a core revenue line
Is Certification Ideal For You?
Licensing is best suited for firms serving closely-held or family-owned businesses, including:
Financial advisory firms
CPA and valuation firms
Law firms specializing in business, tax, or estate matters
Management and strategic consulting firms
Multi-advisor practices expanding into advisory retainer work
Why The Certified Method Works
Practical, Not Theoretical
Your team gets a framework they can immediately use with clients.
Built for Closely-Held Businesses
Addresses family dynamics, governance, fairness, readiness, and conflict points.
Credibility You Can Market
Credentials you can highlight on your firm’s website, proposals, and thought leadership.
Scalable, not just nice to have
One repeatable process for multiple advisors leading to recurring quarterly revenue.