Are you a qualified financial advisor, attorney, cpa, or other business advisor who has at least 5 years of experience working with closely-held businesses?
If so, we’d like to invite you to join our Succession Solution Certification program and become a certified Succession Solution Planner Advisor for your clients today.
Because like death and taxes, succession occurs in 100% of all businesses.
It’s an issue that every single one of your clients will face one day, whether they realize it or not – opening up a practical opportunity for you to “fill in” the gap and guide them (while also growing your business) along the way.
The Succession Solution Certification Program will give you the process, skills, and strategic planning tools you need to help.
Meet Brad Franc, Creator, Author & Founder of The Succession Solution
“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.”
“The Succession Solution Certification Program was a great series. It is really consistent with great business practices and is applicable to many scenarios. It aligns so well with how I approach business management, and I find it inspirational and motivating. Brad does a terrific job of keeping it interesting, relevant, and entertaining.”
The Succession Solution Certification Program:
Everything You Need to Know to Strategize, Design & Build Effective, Achievable Succession Plans for Clients
The Succession Solution Certification Program teaches you how to create effective and achievable succession plans for clients. It covers a 6-stage process called The Succession Solution. The program has 9 modules and will help you understand each stage of the process so you can use it for each client. You'll learn how to create a roadmap with goals, action steps, and KPIs, and how to handle difficult issues like stakeholder pushback and family disagreements.
The Course Curriculum
Getting Started: What Succession Planning Is and Isn’t
The Good, The Bad, and The Ugly of Succession for Closely-Held Businesses (and Why So Many Fail)
The Succession Solution Assessment & The Five Ws of Succession Planning
Common Succession Planning Mistakes & Client Challenges to Overcome
Creating a Concrete, Tangible Client Plan with The Succession Solution Tool
Fair Versus Equal and Understanding The Critical Difference
Creating a Concrete, Tangible Client Plan with The Succession Solution Tool Kit
Stages 1-2 of The Succession Solution: Purpose & Discovery
Stages 3-4 of The Succession Solution: Challenge & Mission
Final Stages of The Succession Solution & Re-evaluating Your Plan Quarterly, Annually & Long Term
Real-World Case Studies of Issues in Succession Planning
How to Help Your Clients Understand The Value of Succession Planning & Attracting Them To Your New Service
