ISPA Exchange
News, insights, and voices shaping the future of succession planning
Nick Allman, CSP®, shares how family-office experience and the Succession Matrix® shape his approach to family business succession and s ...
Why succession plans stall after an owner agrees: find the unfinished task, pending approval, or decisions still going to the owner.
Learn how advisors assess whether key managers will support a business succession plan, including role fit, authority, and timing.
Tara Thomas, CPA, CSP®, shares how a succession planning framework helps dealership families navigate ownership and leadership decisions.
When succession plans change, reviewing in-force life insurance may uncover liquidity, reduce costs, and preserve valuable options.
Estate planning and business succession planning often overlap. See what advisors should assess when an estate-planning request exposes ...
