ISPA Exchange
News, insights, and voices shaping the future of succession planning
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.
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.
