We’re building what’s next for ISPA. Our website is evolving as we roll out new enhancements and resources. Thanks for your patience as we bring exciting updates to life.

ISPA® Exchange

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

Succession Planning Resource

Learn how to facilitate difficult family business conversations with structure and neutrality using Succession Matrix® steps for clarity ...

Succession Planning Resource

Learn how advisors address emotions in family business succession using structured succession planning models that build trust and ...

Succession Planning Resource

Family business succession planning challenges can derail legacies. Learn how Hugh Roberts, CSP®, helps advisors prevent pitfalls.

Succession Planning Resource

Uncover family dynamics that can sabotage succession planning and learn strategies to guide clients through effective business transitions.