Advisor Certification Program
Become the go-to succession advisor for closely-held businesses.
Why now
Succession isn't optional — it's inevitable.
- Over 70% of U.S. small-business owners lack a documented succession plan.
- The "Silver Tsunami" is here — demand for qualified advisors is rising fast.
- Family firms struggle with generational handoffs; planning and governance make the difference.
Your clients need a trusted operator to quarterback the process. That should be you.
Who it's for
Built for seasoned advisors.
For professionals who already sit at the table with business-owner clients. Recommended: 5+ years advising closely-held or family businesses.
- Financial advisors guiding founder-led or family-owned businesses
- Attorneys advising on ownership, governance or succession
- CPAs and valuation experts preparing owners for sale or transfer
- Consultants and coaches supporting growth and continuity
What you'll be able to do
- Run structured discovery and risk assessments
- Facilitate hard conversations — fair vs. equal, readiness, governance
- Produce a written roadmap with milestones and KPIs
- Align leadership, tax and estate strategies
- Price, package and position this as a premium service
- Market yourself as a Certified Succession Solution Advisor
Curriculum
10 self-paced modules mapped to the 6-stage framework
01
Foundation & Assessment
Define succession, assess readiness and risk.
02
Vision & Goals
Clarify objectives across owners and families.
03
Design & Structure
Create governance, roles and leadership systems.
04
Financial & Legal Integration
Align funding, taxes and estate strategies.
05
Implementation & Communication
Translate plans into action and buy-in.
06
Stewardship & Review
Track KPIs and evolve plans over time.
Not ready to enroll?
Watch the free masterclass first.
See how Brad guides owners through succession using the 6-step process. Training a whole firm? See team licensing.