TAKE YOUR PRACTICE TO NEW HEIGHTS

The International Succession Planning Association is a powerful resource for attorneys, wealth managers, accountants, and consultants to better serve their clients, increase their marketability, and ultimately grow their business. If you are already working with business owners, you owe it to both yourself and them to be trained in succession planning.  

ARE YOU HELPING YOUR CLIENTS PREPARE FOR THE
GREAT WEALTH TRANSFER?

There has never been a higher need for succession planning than right now. With an aging population, uncertain economic times, and a massive shift in wealth, your clients are most likely unprepared to handle the coming changes and need your help. Will you be the one who helps guide them through these changes?

What steps are you taking to secure your clients futures?

$30 trillion 

In the coming years, baby boomers are passing on around $30 trillion in assets to their heirs. 

15%

Around 15% of businesses have no written succession plan in place.

90%

90% of younger workers (aged 18-to-34) report that working at a company with a clear succession plan would improve their levels of engagement

79%

Companies in top-performing quartiles had planned successions 79% of the time, and also 79% hired for CEO positions internally 

BECOME A CERTIFIED SUCCESSION PLANNER

Distinguish yourself from the competition

In recent years, succession planning has become a marketing buzz word among professionals endeavoring to capitalize on the transition of “baby boomer” owned businesses. However, most of these professionals are only addressing issues that are unique to their profession without awareness of other issues that will predictably impact their efforts. As a result, the client suffers.

Professionals can now participate in distinguishing education and certification programs that acknowledge their training, experience and specialization related to the business succession planning field.

ISPA® Education and Certification Process Will:

Separate you from your competition and position you as a highly relied-upon, relational advisor resulting in additional revenue streams for your core services.

Provide comprehensive training in the circumstances impacting the transition of a business legacy through the next generation of owners, leaders, and managers.

Acknowledge the ability to identify succession assets and liabilities within the Succession Matrix®, develop an integrated action plan and lead a collaborative planning process amongst a team of advisors.

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated). I did not pursue succession planning as a separate business endeavor but used the knowledge to assist my clients in engaging professionals that could help them move forward.

New business and retaining clients are not an issue. Influencing clients to act was. The more I know about building, operating, valuing, protecting, and eventually passing on a business, the better I can serve my clients in achieving their goals."

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP
Managing Member, Tetrick and Bartlett

USE SUCCESSION PLANNING TO GROW YOUR BUSINESS

In this free resource, we will give you 12 powerful questions you can ask today to help plan for tomorrow. And we walk you through an actual case study over almost 20 years, outlining both the short and long-term impact of succession planning. Along with some additional examples, you will be prepared to have a better discussion with your clients immediately.

In this guide, we will show you:

  • 12 succession planning questions you can use to spark ideas rather than selling
  • A 20 year case study showing you specific processes and impacts of succession planning
  • Real world examples you can use with your clients

ABOUT THE INTERNATIONAL SUCCESSION PLANNING ASSOCIATION (ISPA)

The ISPA is dedicated to providing cutting edge planning and facilitation resources to business owners, financial advisors, business consultants, attorneys, accountants, bankers, vendors, professional and industrial associations, and manufacturers. The goal of the ISPA is to provide professionals who are or desire to be involved in the lucrative succession planning market access to education, technology and developmental programs that will significantly leverage their ability to impact clients who own or who have vested interest in the continuity of closely held businesses.

Mission

The mission of the ISPA is to strategically improve succession planning practices and philosophies by building membership, professionalism and collaboration among succession planning professionals and through providing assessment technology that will efficiently and economically impact manufacturers, vendors, business owners and succession planning professionals.

Vision

The vision of the ISP is to be the global resource for succession planning education, collaboration and technology by providing unique resources to advisors, business owners, manufacturers, and vendors that will support the achievement of their respective goals. Specifically, we believe the Succession Planning Assessment™(SPA™) can be a motivator to business owners to take action, as well as a versatile tool for the business community, to assess business value and family harmony and create exposure to their succession issues.

ISPA Core Philosophy: The Succession Matrix

Through an extensive national research and study program, the organizers of the ISPA identified the ten planning factors critical to the continuity of a business through the next generation. These interdependent factors, as a body, are referred to as the Succession Matrix.

 The Succession Matrix is the foundation for the education programs and resources of the ISPA. 

JOIN US ON LINKED IN

This group is dedicated to connecting advisors, consultants & counselors who are or have an interest in working in the business succession planning field to globally promote the key concepts and to help the succession planning community learn, leverage resources & outperform. This group will promote an environment for sharing ideas, leveraging resources and will provide access to cutting edge professional development and planning resources.  

FREE DOWNLOAD: Grow your business through Succession Planning

If you are an accountant, advisor, consultant, or other professional who knows the value of succession planning, but still have trouble connecting the dots for your clients, this resource is for you. We have 12 questions you can ask your clients today to help them plan for tomorrow and we walk your through a 25 year case study that shows you the impact of succession planning both short and long term. 

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition.

The majority of a business owners wealth is locked in their business. To help them move, spend, transfer and distribute their wealth you need to be able to address and serve them where they need you. Our future is dependent of the continued success and growth of our Entrepreneurs."

Michael C. Valdez, AIF, CLU
Founder & President- Business Transition Council

SHOULD YOU GET CERTIFIED?

Succession planning is a major priority for business owners right now. Are you prepared to help your clients navigate their long term needs as effefictively as possible?