Secure the future of every business you advise.

Every business owner knows they’ll leave their company someday. Few have a real plan for how.

As their trusted advisor, you’re in a unique position to help—if you have the right process.

In this masterclass, Bradley Franc, creator of The Succession Solution™, reveals the proven succession planning framework he’s used for over 35 years to help closely held and family-owned businesses preserve value, reduce conflict, and protect their legacy.

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By the end of this masterclass, you’ll understand how to:

✅ Recognize the warning signs of an unplanned or failing transition
✅ Guide clients through emotional, financial, and family obstacles
✅ Use The Succession Solution™ 6-Step Process to structure smooth leadership transitions
✅ Add measurable value to your advisory practice with a service every business owner needs

This isn’t theory. It’s a field-tested process that’s worked for hundreds of owners across industries.

Whether you're a CPA, attorney, consultant, or coach, this recorded masterclass will help you elevate your practice and deepen client relationships.

Now, take the next step and become a Certified Succession Planning Advisor.

The Succession Planning Advisor Certification, is the exact framework Brad Franc has refined over 35 years of advising closely held and family-owned businesses.

Inside the certification, you’ll get:

• Brad’s proven 6-phase Succession Solution Process to use with your own clients

• Templates, tools, and case studies to guide real-world succession transitions

• Credibility and differentiation as a certified expert in this high-demand specialty

What graduates are saying:

“Brad’s program and systemization of succession planning into a simple, easy-to-understand, step-by-step process has breathed new life into my consulting practice. This strategic framework is not only the solution I have been seeking out for my clients for years but will also serve as the primary framework for the rest of my work with private business owners and their key executives.”— Kurt Zelch, Founder & CEO, LEAP Business Advisors

“The Succession Solution brings clarity and practicality to a process that is often overwhelming for business owners and families. Brad has created a thoughtful, efficient framework that integrates legal, financial, and relational realities without unnecessary complexity.”

— Claudia McIntyre, Founder & Principal Advisor, Salt & Stone Advisors

"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."

— Andrew Bodin, CPA, Lightheart, Sanders and Associates

Become the advisor your clients trust to protect their business, family, and legacy.

Build a premium, defensible service line inside your firm.