Many business owners fear sharing their values openly in case their values aren’t shared by others. Or the ‘I will take care of it tomorrow’ causes a lack of productivity in designing one's legacy, because telling others ‘how you really feel’ can cause change that might not be met with acceptance! But when you hear the statistics these days, what got us here won’t get us there. That’s exactly why a one page road map - and walking you through the 6 steps – is so vital.
In this podcast episode, Angelina Carleton speaks with Bradley Franc, Esq. about designing legacies when ‘fair may be equal but equal may not be fair’. As only 15% of failure is due to a technical issue, it’s time we spoke more into communication and trust so transitions from “He’s the Guy!” to “Who’s He?” can be easier in the reality of change. If you are a business owner, or a Next Gen, tune in now to learn how to get started in the conversations around succession.
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Brad Franc is the creator of The Succession Solution and author of the best-selling book “The Succession Solution: The Strategic Guide to Business Transition”. Brad is a strategic business advisor who has directly led hundreds of clients through The Succession Solution and helped facilitate quarterly strategic meetings for over 30 years. He is a seasoned entrepreneur, best-selling author, attorney, and CPA (inactive) with proven abilities in business, succession and strategic planning.
Brad has formed four separate companies, two of which have been named nine separate times by INC Magazine as the fastest-growing companies in the United States.
Brad also practices in the Business Law and Estates and Trusts Groups as a Director at Houston Harbaugh P.C., Brad works extensively with closely-held businesses, business owners and affluent individuals, to strategically integrate business, estate, and charitable planning objectives.
In addition to his business ventures, Brad is a sought-after speaker and has been featured on Bloomberg television, Sirius Radio, Young Presidents Organization, and other local radio shows, television programs and podcasts. He has also been written about and published in Forbes, Fox News, U.S. News & World Report, and the United States Supreme Court.
Brad has sat on many boards throughout his successful career. He is the former chair of La Roche University Board of Trustees and is currently on the finance council of Regina Coeli Parish.
Download your copy of The Succession Solution at www.thesuccessionsolution.com.
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com.