ISPA Exchange
News, insights, and voices shaping the future of succession planning
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.
Use this successor readiness assessment to evaluate leadership, financial readiness, and family support before an ownership transfer.
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.
