Discover how ISPA helps CPAs transform their practices with strategic advisory services at the AICPA Dealership Conference, October 23-25, in Vegas.
The International Succession Planning Association (ISPA) is excited to announce its participation as an exhibitor at the AICPA Dealership Conference taking place from October 23-25 in Las Vegas. This dynamic event will provide Certified Public Accountants (CPAs) with invaluable insights into expanding their high-net-worth business owner practices and highlight the unique value of ISPA’s comprehensive suite of member resources.
In today’s competitive landscape, CPAs are finding that traditional services like tax returns and audits are no longer enough to differentiate themselves from the crowd. To truly stand out, CPAs must transition from providing compliance-driven services to offering strategic holistic advisory services that meet the broader needs of business owners.
By engaging with ISPA at the AICPA Dealership Conference, CPAs will discover how to leverage the association's extensive resources to transform their practice from a transactional service provider to a trusted advisor. The ISPA’s focus on understanding client motivations and long-term goals enables CPAs to build deeper, more meaningful relationships that drive client loyalty and long-term practice growth.
Kendall Rawls, representing ISPA, will be attending the conference to connect with CPAs interested in transforming their practices. As a second-generation family member employee of The Rawls Group - Business Succession Planners, Kendall brings a unique perspective on the challenges impacting family-owned businesses and offers insights into how ISPA’s resources can help CPAs grow their high-net-worth business owner clientele.
Conference attendees are encouraged to reach out to Kendall Rawls to set up an appointment at [email protected] or by calling 850.294.3042. Alternatively, you can stop by the ISPA booth to meet Kendall in person and learn more about how ISPA can help grow your practice.
Today’s business owners demand more than mere number-crunching. They seek advisors who understand their aspirations and the underlying motivations driving them. By employing the Succession Matrix methodology and integrating ISPA’s comprehensive approach, CPAs can address both immediate needs and long-term visions, setting themselves apart from the competition.
Through a proactive, client-focused strategy, CPAs can navigate complex family and business dynamics, offering tailored strategies that align expectations, mitigate family tensions, and enhance operational harmony. This holistic approach positions CPAs as indispensable partners in their clients' journey toward success.
By integrating ISPA’s advanced planning tools, CPAs can offer a comprehensive suite of services that go beyond compliance, including tax-aware business strategies, fractional CFO services, technology integration, recruiting, wealth management, and more. This integration not only provides a full view of a business's financial health but also aligns with long-term goals, fostering both client and practice growth.
Participating in the AICPA Dealership Conference presents a unique opportunity for CPAs to learn how ISPA’s resources can elevate their practice. Whether through the Certified Succession Planner™ (CSP™) credential, the innovative Succession Planning Assessment™ (SPA™), or various other tools, ISPA members are empowered to offer value-added advisory services that drive revenue growth.
ISPA’s resources also serve as a turnkey recruitment and advisory development program, especially beneficial in today's tight job market. Junior associates are provided with clear pathways for growth, transforming them from technicians to advisors capable of offering high-value strategic insights. With ISPA’s comprehensive marketing, sales guides, and implementation tools, CPAs can seamlessly enhance their team’s advisory capabilities, attract top talent, and provide a clear development path.
By joining ISPA, CPAs can position themselves as industry authorities in the competitive market of succession planning. Beyond tools and certifications, ISPA offers strategic partnerships, providing immediate access to valuable resources like Succession News & Applied Practice Resources designed to ensure members hit the ground running.
Don’t miss this opportunity to revolutionize your approach to succession planning. Meet ISPA at the AICPA Dealership Conference in Las Vegas from October 23-25, 2024, and discover how their specialized resources can transform your practice. Learn how to fortify client relationships, differentiate your services, and unlock new avenues for growth.
The ISPA is dedicated to providing CPAs and other professionals with the tools, resources, and training needed to offer comprehensive business advisory services. By joining ISPA, members access a wealth of resources designed to elevate their practice, distinguish them in the market, and achieve unparalleled success in the evolving landscape of succession planning.
Elevate your practice, distinguish yourself in the market, and achieve new heights of success with ISPA. Visit www.ISPAssociation.org to learn more and begin your journey to becoming a leader in business advisory.
Categories: : News
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