Take a look at the certification curriculum below! You can preview the first module "Succession Planning Essentials" to get a sense for what the certification course is like.
Certified Succession Solution Advisor Program
one-time purchase
2 monthly payments
Limited Time Sale!
Take advantage of our 20% off sale! Use code NEWYEARPLAN on checkout to get the certification for $1,999.20. This could be the most strategic move you make all year.
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