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CFP Wealth Manager · Partner-led
advisory expansion
CFP Wealth Manager · Partner-led
advisory expansion
How a CFP used ISPA tools to coordinate a $200K+ advisory engagement for a multi-unit franchise owner
- Client context: First-generation entrepreneur operating 20 franchises and wellness businesses, seeking reduced founder dependency and clearer family roles
- ISPA tools used: Succession Planning Assessment (SPA™) and Succession Matrix®–based roadmap coordinated with CPA and estate counsel
- Advisory outcome: 18-month, coordinated engagement spanning owner transition, leadership continuity, successor development, and governance
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Expanding Wealth Management into Business Advisory
Wealth managers often focus on personal balance sheets while a client’s operating business remains under-advised. This example shows how a CFP used ISPA tools to broaden his role and lead a coordinated advisory engagement.
The client was a first-generation entrepreneur who built a regional wellness platform of franchises, studios, and med spas. She wanted to step out of daily operations, integrate her spouse into the business, and prepare her daughter for future leadership—without disrupting growth.
The CFP introduced the Succession Planning Assessment (SPA™) as part of an annual review, positioning succession planning as a growth and continuity strategy. The assessment surfaced gaps in owner transition planning, successor development, leadership bench strength, and strategic direction.
Using the SPA™ as the organizing framework, the CFP coordinated a CPA and estate attorney into a phased, accountable advisory plan. The outcome was an 18-month engagement valued between $160,000 and $216,000, repositioning the CFP as the client’s lead continuity advisor.
