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.
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.
Luis A. Carrero earns CSP® designation, strengthening his role in guiding business succession and legacy planning in Mexico.
Sheila Christie earns the Certified Succession Planner™ (CSP®) designation, enhancing her expertise in business succession and wealth pl ...
Michael DeSiato earns CSP® designation, showcasing expertise in succession planning, business transitions, and exit strategy solutions.
