Practicing in the Business Law and Estates and Trusts Groups, Brad works extensively with private business owners, affluent individuals, closely held businesses, and technology-based firms to strategically integrate business, estate, and charitable planning objectives.
For many closely- and privately-held business clients, he also serves as outside general counsel and advises on key initiatives such as business and strategic planning, commercial transactions, corporate governance, and estate and succession planning.
Combining his legal experience with his experience as a former certified public accountant at an international CPA firm, he also advises on federal and state tax issues.
Brad’s work has included:
- The formation, acquisition and sale of manufacturing, high tech, and service-related companies
- Raising capital through private placements
- Negotiating and securing traditional as well as venture capital financing
- Structuring sophisticated estate and succession plans for closely held business owners and high net worth individuals
- Succession planning for closely held businesses
A frequent lecturer and author on closely held business and tax topics, federal and state tax issues, and estate planning, his article on tax provisions was cited by the Supreme Court of the United States. Brad also has appeared nationally on Bloomberg Television and Fox News websites for his business, tax, and succession planning advice. He has also been published in U.S. News & World Report.
Brad is also the creator of The Succession SolutionSM, a customized program to assist closely held businesses in their transition into the next generation. He is also the author of The Succession SolutionSM: The Strategic Guide to Business Transition.
- Chair, La Roche University Board of Trustees
- Member, La Roche University Executive Committee
- Chair, University of Pittsburgh Board of Trustees Audit Committee
- Member, University of Pittsburgh Board of Trustees Executive Committee
- Board Member, YPO Gold – Pittsburgh Chapter
- Chairman of Building Fund, John Neumann Parish
- Member, Advisory Board of the Catholic Diocese of Pittsburgh Planned Giving
- Former Vice-Chair, La Roche University Board of Trustees
- Former Chair, YPO Gold – Pittsburgh Chapter
- Former Board Member, Young Presidents’ Organization
- Former Board Member, Catalyst Connection
- Former Member, UPMC Passavant Hospital Board of Trustees
- Former Member, Passavant Hospital Foundation Board of Trustees
- Former Member, Strategic Advisory Council of the McGowan Institute for Regenerative Medicine
- Former Board Member, WISH Foundation
- Former Member, Advisory Committee of the Community College of Allegheny County
- Former Chairman of Building Fund, Former Board of Director and Past President, The Northern Allegheny County Chamber of Commerce
- Former Board Member, General Carbide Corporation
- Former Board Member and General Counsel, Ingomar Franklin Park Baseball Association
- Past Program Chair, Allegheny County Business Law Section
- Former Board Member, Light of Life Ministries
- Former Chairman, Fundraising Committee and Former Board Member, Pittsburgh Youth Symphony Orchestra
- Past Chairman, Western PA Tax Conference
- Former Board Member, Fort Pitt Capital Mutual Fund
The Succession SolutionSM The Stategic Guide to Business Transition
Planning Helps Put the Success in Succession
Ignite | November, 2016 | Quoted
Succession Planning is No Laughing Matter
Working PArts | Winter 2016
Power of Attorney for Young Adults
Two Documents Every 18 Year Old Should Sign
Forbes | 8.15.2014 | Quoted
Choose Your Own Roles, Realize Your Purpose Through the Roles You Live
Succession planning for business owners
TechVibe Radio | 7.20.2013 | Interview
Successful Succession Planning – Part Two
Industrial Distribution | 4.4.2013 | Interview
Successful Succession Planning – Part One
Industrial Distribution | 3.29.2013 | Interview
Succeed Where Most Fail in Continuing Your Company’s Legacy
Pittsburgh Business Times | 10.19.2012
Who’s Taking Over the Family Business?
U.S. News and World Report | 5.2012 | Quoted
Rules of the Game
Bloomberg News | 3.31.2001 | Interview
State Business Trusts Offer Slew of Tax, Liability Benefits
Pittsburgh Business Times | 5.7.1998
Choice of Entity Selection
Dynamic News | 1993
Environmental Compliance for the Business Manager
P.I.C.P.A. Journal | 5.1989
Questions for the 1982 Presidential Candidates
P.I.C.P.A. Newsletter | 11.1988
Fiscal Year Retention Regulation – Anything but Relief
P.I.C.P.A. Newsletter | 7-8.1988
Frantz or Fink: Unitary or Fractional View for Non-Prorata Stock Surrenders
University of Pittsburgh Law Review , 48 Vol. 3 | 1987 | Cited by the United States Supreme Court
Will your business survive the next generation?
Even though 80% of business owners intend to transfer their business to the next generation, only 30% accomplish their objective.
More than 50% of family members have little or no idea of the founder’s intentions regarding succession.
Less than one-third of family businesses survive to the second generation, 10% to the third, and only 3% make it to the fourth generation and beyond.
Critical to the future success of almost any business is planning for its succession.
Without it, business can face the loss of clients, key personnel, or encounter family disputes. This can ultimately lead to the loss of shareholder value, family relationships, not to mention the destruction of the founder’s legacy.
An examination of successful multi-generational family businesses shows the use and recognition of two fundamental strategies:
- Plan for Succession
- Respect for the Family Dynamics
84% of family businesses achieve a successful succession when an orderly transition plan is put in place.
To help family businesses continue to the next generation, we have combined these two strategies into The Succession SolutionSM, a 5-step approach to review, prepare an execute on a customized succession plan for your business.
For more information or to download a copy of