Legacy Leadership: A Proven Succession Planning Process for Advisors to Business Owners
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 pre-recorded 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 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.
Who Should Join
This free masterclass 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.
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.
Don’t let your clients’ legacies fall apart due to poor planning.
Watch the masterclass and learn how to guide business owners through seamless, strategic transitions.
