The 5 Critical Mistakes That Derail Succession Plans And How to Avoid Them

Join us on October 30th, 2025 at 12 PM EDT for an online virtual event (on Zoom). If you can't attend live the webinar will be recorded.

Secure the future of every business you advise.
Most business transitions fail not because of bad strategy, but because of avoidable mistakes. This webinar will help you identify and eliminate the five critical pitfalls that derail even the best succession plans, so you can better serve your clients and grow your advisory practice.

You’ll learn how to:

• Recognize early warning signs of poor succession planning
• Align leadership goals and family dynamics to avoid conflict
• Prepare successors effectively without disrupting the business
• Structure financial and legal frameworks that protect client wealth
• Integrate succession into your core advisory services
• Get access directly to Brad during the Q&A

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 webinar 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.

Bonus Offer:

After the live event, ONLY enrolled attendees will receive a free copy of the best selling book The Succession Solution: The Strategic Guide to Business Transition and special pricing to the Succession Solution Advisor Certification Program.

Any future replay access will not include the bonus offers.

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.

Join the webinar and learn how to guide business owners through seamless, strategic transitions.