ISPA Exchange

News, insights, and voices shaping the future of succession planning

Succession Planning Resource

Sheila Christie, JD, CSP®, shares how she connects estate planning and business succession for business-owning families.

Succession Planning Resource

See how Michael Valdez used CSP® to broaden his succession planning practice and bring more structure to transition and client work.

Succession Planning Resource

Luis A. Carrero earns CSP® designation, strengthening his role in guiding business succession and legacy planning in Mexico.

Succession Planning Resource

Sheila Christie earns the Certified Succession Planner™ (CSP®) designation, enhancing her expertise in business succession and wealth pl ...

Succession Planning Resource

Michael DeSiato earns CSP® designation, showcasing expertise in succession planning, business transitions, and exit strategy solutions.

Succession Planning Resource

Greg West achieves the Certified Succession Planner™ (CSP®) designation, solidifying his expertise in guiding businesses through successful tr ...

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