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CPA Advisor · Founder-led business
continuity and growth
CPA Advisor · Founder-led business
continuity and growth
How a CPA used the Succession Planning Assessment (SPA™) to expand an existing client into a $200K+
continuity and growth engagement
- Client context: Founder-led, multi-location operating company ($50M revenue) with next-generation involvement and no defined continuity plan
- ISPA tools used: Succession Planning Assessment (SPA™)and Succession Matrix®-based advisory framework
- Advisory outcome: 18-month, multi-disciplinary engagement spanning strategy, leadership continuity, governance, and owner alignment
Email me the full case study!
Email me the full case study!
Using Succession Planning as a Growth and Continuity Strategy
Many CPAs maintain long-standing client relationships yet struggle to move beyond compliance and reactive planning. This example shows how a CPA used ISPA’s succession planning framework to reposition his role and expand advisory value.
The client was the founder of a successful, multi-location operating company generating approximately $50 million in annual revenue. While operationally strong, the business had not addressed leadership continuity, family involvement, or long-term ownership direction.
By introducing the Succession Planning Assessment (SPA™) during an expanded annual review, the CPA reframed succession planning as a proactive growth and continuity discipline. The assessment revealed material gaps not visible through traditional tax or financial reviews alone.
Using these insights, the CPA built a phased advisory roadmap aligned to the Succession Matrix®, reducing founder dependency, strengthening enterprise value, and creating long-term optionality. The result was an 18-month advisory engagement exceeding $200,000 and a repeatable advisory model the CPA could apply across his client base.
