Legacy Leadership: Proven Succession Planning for Advisors of Business Owners, Exclusive Master Class by Brad Franc

Bradley Franc, founder of The Succession Solution, hosts a powerful master class designed specifically for business advisers. Learn how to guide business owners through one of the most critical, and emotional, transitions of their lives using a proven 6-step process.

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 free session, 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.

By the end of this master class, 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
✅ Get access directly to Brad during the Q&A

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 webinar will help you elevate your practice and deepen client relationships.

Who Should Attend? This free master class is designed for:
✅ Business Advisors and Consultants
✅ Financial Planners and CPAs
✅ Attorneys and Legal Counsel
✅ Family Business Experts and Coaches

If you work with privately held or family-owned businesses, this training will help you become an indispensable strategic partner in their long-term success.

Don’t let your clients’ legacies fall apart due to poor planning. Learn how to guide business owners through seamless, strategic transitions.

The recording AND the bonus offer is available to everyone who registers via this link: https://sso.teachable.com/secure/1086223/identity/login/otp

Meet Your Expert - Bradley Franc
Founder of The Succession Solution™ | Author | CPA | Attorney | Entrepreneur

With over 35 years of experience advising closely held and family-owned businesses, Brad has guided hundreds of companies through successful leadership transitions.

- Former President of Houston Harbaugh P.C., one of Pittsburgh’s top 20 law firms
- Named one of America’s Top 100 Attorneys by Worth Magazine
- Built four INC 500 companies
- Featured in Forbes, Bloomberg, Fox News, and U.S. News & World Report

Brad’s proven framework, The Succession Solution Process has become a trusted model for professionals helping business owners preserve their legacy.

Steel City Growth - Unlocking Succession Planning Success

Brad Franc, joins Bill Ilgenfritz to take a deep dive into business succession planning. They discuss Brad's experiences and expertise in helping business owners address critical challenges in growing and transitioning their companies. Brad delves into strategies for understanding customer needs, the importance of confidential client relationships, and effective succession planning. He also shares his insights on overcoming obstacles, the value of starting succession planning early, and offers a comprehensive roadmap to guide business owners through the succession planning process. The episode concludes with Brad sharing personal anecdotes and advice for other advisors, highlighting the vital role they can play in business succession planning.

Brad Franc Talks Succession Planning at MFG.Works Event

This session focused on succession planning-a topic that is increasingly vital for manufacturers looking to secure the future of their businesses and their workforce.

The MFG Works Summit brings together manufacturers, innovators, and workforce leaders from across the region to share practical insights and collaborate on the challenges and opportunities shaping the future of manufacturing. It is an excellent opportunity to connect with peers, learn from industry experts, and engage in meaningful discussions about workforce development, leadership, and innovation.

Brad Franc Joins the University of Pittsburgh: Institute for Entrepreneurial Excellence for its 11th Annual Family Business Day

Brad was honored to share some thoughts from his book, The Succession Solution, and to walk through the six-step process that can help families plan for successful transitions. The conversations that followed were a powerful reminder of how much wisdom and resilience exists within our family business community. Click below to see more from the gathering:

Brad Franc Master Class Presentation at the 2024 Attorneys for Family-Held Enterprises (AFHE) Fall Conference in Phoenix, Arizona

“Brad Franc produced one of the best presentations in AFHE conference history. His “THE SUCCESSION SOLUTION” program is the Roadmap to Success for business owners and the compass for business advisors.  He captivated our attention with his insightful, interesting, and colorful strategies and practices in helping business owners and their families navigate to achieving success and executing the best outcome in the succession process. 

His presentation was a master class in understanding the dynamics of the family enterprise!” 

-Peter Dougherty, Board Member and Conference Co-Chair of the 2024 Attorneys for Family-Held Enterprises (AFHE) Fall Conference 

Brad Franc presentation at the National 2023 ALI-CLE: Estate Planning for the Family Business Owner

Bradley Franc recently delivered a standout presentation at the National 2023 ALI-CLE, focused on "Estate Planning for the Family Business Owner." His talk, titled "Where Do You Want to Go: Finding Your Process," was a deep dive into assisting family businesses through crucial transitional phases. He emphasized strategies for helping the older generation in smoothly transitioning leadership and equipping the younger generation to sustain and grow the business's legacy. This session was a key part of a broader conference that tackled the complex interplay of succession planning and tax considerations in family businesses. Franc's insights were particularly valuable, offering actionable advice to legal and industry experts who seek to navigate these challenges effectively.

Vision, Trust and a Plan Perfects Your Legacy with Bradley Franc

Angelina Carleton speaks with Bradley Franc, Esq. about designing legacies when ‘fair may be equal but equal may not be fair’. When only 15% of failure is due to a technical issue, it’s time we spoke more into communication and trust so transitions from “He’s the Guy!” to “Who’s He?” can be easier in the reality of change. If you are a business owner, or a Next Gen, tune in now to learn how to get started in the conversations around succession.

Shelf Confidence

When, why and how: Succession planning with Federated Insurance.

You're in the middle of running a successful business—it's too early to think about succession planning, right? Actually, Brad Franc, an attorney with Federated Insurance, says it's never too early. Brad joins Pennsylvania Food Merchants Association’s Shelf Confidence podcast to talk about when, why and how a business and family can develop a successful succession plan to prepare for the day top leadership is ready to move on.

The Importance of Succession Planning, with Bradley Franc

Bradley Franc is the creator of The Succession Solution. He is an accomplished entrepreneur, business coach, strategist, business lawyer, and CPA (inactive). As an entrepreneur he has formed four separate companies which have been named nine separate times in INC Magazine list of fastest-growing companies in the U.S.

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E17: Strategic Planning for Succession, Bradley Franc | Season 1 Finale

On the Season 1 Finale, Bradley Franc, author of The Succession Solution, joins Laurie Barkman to discuss how business owners can bring the future into the present by including transition planning as part of strategic planning. Listen in as they discuss Bradley's framework to identify obstacles and develop a roadmap forward. Bradley also shares succession stories where obstacles broke up the company and the family.

Episode 137: July 1, 2020

Seventy percent of all businesses fail to survive past the first generation of business owners. One reason for the failures is the lack of succession plan. Our guest today says not only should family and closely-held businesses have succession plans, but creating one greatly increases the odds of a successful leadership handoff and a bright future for the business. Brad Franc is the author of “The Succession Solution: The Strategic Guide to Business Transition.” He’s an attorney, entrepreneur, and business strategist who has helped countless businesses make positive leadership transitions. He joins us today to talk about succession planning and the system he created that guides businesses through this important step.

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Fair May Be Equal, but Equal May Not Be Fair

By Brad Franc

For centuries, scholars, business owners and society have debated about how we can decide what is fair and how we can develop a fair process. After all, how can we possibly consider all the factors involved in being fair? What factors should we ignore or prioritize? Do we look to the past to determine who should be rewarded in the future? What happens if our outcome is different than what we had anticipated? Do we try to modify something else to address the unintended result?