ISPA Exchange
News, insights, and voices shaping the future of succession planning
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 ...
See how Don Richards, CSP®, applies agricultural succession planning to help families, successors, and advisors prepare for transition.
See how CSP® Gerald Wernette uses a succession planning assessment tool for advisors to help clients plan years before a sale.
