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.  

The Power of Membership:
The Ultimate Growth Tool for Advisors

With our advanced planning tools, you can effortlessly create and manage revenue-generating succession strategies that will fuel the growth of your practices. These tools are specifically designed for advisors like you, providing you with the resources and support you need to thrive.

Certified Succession Planner

Break away from commoditized services, differentiate your practice.

Succession Planning Assessment & Tool Kit

Use technology to uncover hidden opportunities & facilitate solutions

Professional Development & Continuous Learning

Stay ahead in the industry through ongoing skills enhancement.

Exclusive Resources & Tools

Break Free from Compliance, Elevate to Quarterback Advisor

The Opportunity is Huge

There has never been a greater need for comprehensive succession planning than right now. With an aging population and uncertain economic times, business owners face complex issues impacting their long-term goals. 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. 


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


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


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

Are You Looking to Grow Your Practice?

Check Out These Other Free Downloads


Multi-generational clients grow your business. Whether you are a lawyer, accountant, financial advisor, or consultant, we have a list of actionable strategies you can test today to motivate your clients to work with you long term.


Get this free resource of 12 powerful questions you can ask to identify client motivations and influence business owners to take action. Grow your business by having better discussions with prospects and clients immediately.


Want to get into the specifics of what it takes in succession planning? Gain insights into the inner-workings of a real long-term family business succession planning case study and a business engagement that was worth over $75,000 per year.


You need to have a plan. We outlined three of our best examples of projects you could learn from and potentially apply in your business. From objective to successful outcome, these family business examples help you build strategies.

"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."

Managing Member, Tetrick and Bartlett

About The International Succession
Planning Association

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.


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.


The vision of the ISPA 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.

The Succession Matrix®

ISPA Core Philosophy: 

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. 


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.  

"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


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?


We know that learning online can be tough sometimes, which is why we brought in experts in virtual training to help us build more than just videos over powerpoint. You will have a wide variety of methods to learn including videos, interactive lessons, quizzes, and surveys. Our goal is to ensure that you grow through the learning, not just go through it.

The Certified Succession Planner program will be delivered on-demand and as a continuous enrollment model which means you can enroll any time and learn at your convenience.

Training has been developed by the Authors and Contributors of numerous succession planning textbooks and training programs. Additionally, the ISPA Board has contributed feedback, time, and resources to help ensure the success of the programs. Learn more about the ISPA and team here

The program does not have any deliverables for you to complete and submit directly to the ISPA, however as you go along, you will need to demonstrate your comprehension through ongoing competency tests which will allow you to progress further.

You can expect that each module should take you approximately 1-2 weeks to complete, depending on the time you put in. We suggest you commit to 1-2 hours per day and around 10-15 hours per module in total. We also understand that each learner will work at their own pace.

The topics covered in the Certified Succession Planner program are not entry-level, meaning that we recommend that you have a combination of both professional and educational experience in executive coaching, law, finance, or accounting.

The CSP program has been built on a platform that is both desktop and mobile friendly, so most laptops and desktop computers will be sufficient to work through the materials. While you may access the content easily on your mobile device, we do recommend a desktop computer. You also might want to use a printer to print out the supplemental resources like textbooks, guides, workbooks, etc.

Anytime you need help, feel free to reach out to [email protected] and we will do our best to work with you on your challenges.