Secure the future of the business you built.

Over the past year, Brad Franc worked with me and our key stakeholders at McKinley Carter Wealth Services to build a succession plan we could actually execute, not just document. Through quarterly team meetings as well as periodic one-on-one conversations with each participant, Brad helped us work through genuinely complex ownership and leadership questions, turning difficult conversations into clear decisions and concrete next steps.  The result is a roadmap that has strengthened alignment, accountability, and our outlook for long-term independence across our leadership team. I'd recommend Brad without hesitation to any business owner serious about getting succession right.

We found Brad Franc through his excellent book, The Succession Solution: The Strategic Guide to Business Transition. Our time working together on the succession planning process and roadmap made a real difference in how we approached a nuanced transition in leadership from father to son in our firm. Brad drew on deep experience and relatable stories to help us see options more clearly, and he skillfully facilitated discussions that might otherwise have stalled. This was invaluable and the progress we made was substantial. We’re thankful for his experience, guidance and professionalism.

In every succession plan, there is a place for the right lawyer, accountant, and investment banker. What I didn’t realize was that the succession planner is the point person, who plays the most critical role. Brad Franc brought to my team the perfect blend of legal, financial, and practical insight that I needed to navigate the sale of my business. With the use of The Succession Solution Roadmap, we made sound decisions and acted on them. In just one year, we decided, implemented the steps, and closed the sale. Without Brad leading the process, I would have spent triple on professionals and still be trying to get the deal done. When tensions rose, Brad brought a calm, reasonable presence to every meeting. When I became frustrated, he reminded me of the end game and never let me lose sight of my goal. Looking back, I wish our business had engaged Brad years earlier when we did our initial succession plan. He would have told us what the accountants and lawyers didn’t. Addressing family dynamics early can prevent land mines and years of turmoil. We were fortunate to find him when we did.  Brad supported and guided me through every step of the journey. My business is sold, and my days are now free to do what I love. Thank you, Brad. With you—and the grace of God—I made it.