From Legacy to Leadership:
Planning for Family, Business, and the Future

  • Instructor: Clint Bentz
  • Level: Basic
Who is this for? Anyone with a family business or other enterprise
Watch the course overview video to learn more!

Estate and succession planning is about more than just documents and dollars—it’s about people. Most family businesses don’t fail because of taxes or bad legal advice. They fail because no one planned for the human side: the tough conversations, the family dynamics, and the transition of leadership across generations. If you’re a business owner who wants your legacy to last, this course is for you.

From Legacy to Leadership gives you the insight, tools, and real-world examples you need to navigate the emotional complexity of passing down a family business. You’ll learn how to balance love and leadership, resolve role conflicts, prepare future leaders, and build the governance structures that keep your enterprise strong. Whether you’re in the early stages of planning or already in transition, this course will help you protect your relationships while preparing for the future.

You’ll also learn the power of tools like the Heirloom Scale™, how to foster engagement across generations, and why dynastic thinking is key to long-term success. This isn’t theory—it’s field-tested, lived experience from someone who’s been in your shoes.

Your guide through this process is Clint Bentz, a CPA and nationally recognized expert in family business transition planning. Clint is a second-generation family business owner himself, managing a 700-acre timber farm in Oregon with 17 family stakeholders. With over 40 years of experience advising farms, ranches, forestland owners, and small businesses, Clint brings wisdom, clarity, and compassion to one of the most important challenges your family will ever face.

Lesson series
Pre-order discount extended to April 30!

This is an on-demand self-study course.

There are no pre-requisites or advanced preparation required for this course.

This course is part of a series of courses in our Ties To the Land: Branching Out program
  • Video time: 2 hours
  • Discussion guides for your family

Why should I take this course?

Practical approach

Our training is designed to provide the skills in a practical approach. Our students' success is our best asset in showing the quality of our training.

Globally oriented

Strategies shared and knowledge earned allows our students to immediately set up their business and start offering their services around the globe.

For your career

Whether you want to boost your career within the company you are working or grow at your own business by applying the latest strategies we teach, this is the way.

Course contents

Meet the instructor

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Clint Bentz

Managing Member, Clint Bentz Consulting LLC
Clint Bentz is a managing member and lead instructor at Clint Bentz Consulting.
For over 30 years, Clint has been helping families with their estate and succession planning, as well as providing continuing professional education to tax professionals, attorneys, bankers, trust officers, and lay audiences on a broad range of income and estate tax issues, as well as training advisors on how to keep family-owned businesses with succession.
Clint is the primary author of the Ties to the Land curriculum published by Oregon State Extension Service and the OSU Austin Family Business Program.