ISPA Exchange
News, insights, and voices shaping the future of succession planning
Succession planning areas advisors should assess before making recommendations, using the Succession Matrix® to spot gaps.
Sheila Christie, JD, CSP®, shares how she connects estate planning and business succession for business-owning families.
ISPA® and the Business Transition Council announce a strategic partnership to strengthen succession planning education and advisor guidance.
See how Michael Valdez used CSP® to broaden his succession planning practice and bring more structure to transition and client work.
How to align business and family vision in succession planning so advisors can preserve trust, surface priorities, and guide clearer ...
Kelly Maheu brings association leadership and cross-disciplinary industry expertise
