Legacy Planning(c), A Resource Library
Vision, Trust and a Plan Perfects Your Legacy with Bradley Franc
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’. When 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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There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning.
To learn more about designing your holistic legacy plan in advisory services, please visit http://www.DesignUrLegacy.com.
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Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the affluent (HNW) to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy magazine), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com.
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