ISPA Exchange
News, insights, and voices shaping the future of succession planning
Nick Allman, CSP®, shares how family-office experience and the Succession Matrix® shape his approach to family business succession and s ...
Tara Thomas, CPA, CSP®, shares how a succession planning framework helps dealership families navigate ownership and leadership decisions.
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.
Sheila Christie, JD, CSP®, shares how she connects estate planning and business succession for business-owning families.
See how Michael Valdez used CSP® to broaden his succession planning practice and bring more structure to transition and client work.
