BECOME A RELIANCE ADVISOR. STAND OUT.

Take your practice to new heights and implement succession planning as your strategic advantage. Attract more clients and build long term success. 

Navigate the dynamic professional terrain with the International Succession Planning Association (ISPA®). Elevate your status as a trusted advisor and unlock substantial revenue growth. Join ISPA® to redefine your approach and seize lucrative opportunities in the ever-changing business advisory landscape.

Who is Our Membership For?

Wealth Managers, Financial Advisors, & Insurance Professionals

Maximize AUM Growth and Product Placement! Become the go-to advisor addressing personal, management, and business challenges—unlocking consulting opportunities and capturing AUM and insurance prospects. Integrate succession planning expertise for organic growth, ensuring invaluable referrals and establishing a dynamic practice.


CPA’s, Accountants, & Tax Planners

Supercharge growth by moving beyond audits and tax returns, seamlessly reshaping your practice for up-sell and cross-selling advisory services. Revolutionize your practice by integrating strategic succession planning—unleash growth, seize consulting opportunities for unparalleled success and endless possibilities.


Attorneys & Law Firms

Grow your legal practice beyond routine counsel. Position as the go-to advisor, capturing business advisory opportunities for increased billable hours. Integrate a succession planning skill set to boost client retention, unlock up-sell and cross-sell possibilities, and expand your referral network for transformative growth.



Business Consultants & Coaches

Elevate business coaching with a holistic approach, integrating strategic succession planning. Navigate complexities in finance, technology, management, and strategy, understanding their impact on family dynamics. Reshape your practice, propelling you to new levels as a proactive advisor, delivering unparalleled value to family enterprises.

What's Included in Our Comprehensive 
Membership Package?

ISPA provides training and implementation tools to
 empower advisors with value-add succession strategies.

Certified Succession
Planner

Embark on a transformative journey with our curriculum delving into the Succession Matrix—a comprehensive framework navigating the intricate interplay of family, financial, personal, and management dynamics crucial for business longevity. Master these complexities to excel as a trusted business advisor, establishing a sustainable consulting practice fueled by referrals from satisfied clients.

Succession Planning
Assessment & Toolkit

Unlock insights instantly with the CSP® Succession Planning Assessment Toolkit. Elevate client engagement and offer comprehensive succession planning services with this powerful resource for service advisors and consultants.

COMPREHENSIVE ASSESSMENT

The core of the toolkit is a robust online assessment tool that evaluates an organization's readiness for succession.

TRAINING AND GUIDANCE

Craft tailored succession plans effortlessly. In-depth training, step-by-step guidance for advisors.

EFFECTIVE SERVICE DELIVERY

Tools and best practices for seamless succession planning delivery and client guidance.

Succession News & Applied
Practice 

At ISPA®, we go beyond providing essential knowledge and cutting-edge tools. With Applied Practice Resources, exclusive to ISPA® members, unlock a treasure trove of training, ideas, done for you templates, and guides for unprecedented success.

VIDEO LIBRARY

Dive into expert-led video sessions on succession planning, marketing, sales, and practice growth. Unlock insights for all levels

DONE FOR YOU TEMPLATES

Follow a step-by-step process to seamlessly integrate succession planning into your practice, maximizing its impact.

IMPLEMENTATION GUIDES

Follow a step-by-step process to seamlessly integrate succession planning into your practice, maximizing its impact.

Member Benefits

As a business advisor, unlocking the potential of comprehensive succession planning is invaluable but intricate. Elevate your revenue with higher value offers, but success requires strategy, process, information, training, a network, and tools. Leverage the International Succession Planning Association for a head start today.

ENHANCED EXPERTISE:

Embrace the power of succession planning education and certification to enhance your expertise, offering specialized services. Gain a competitive edge in the market through expanded knowledge and honed skills.

HIGH-DEMAND SERVICE:

As the aging population confronts wealth transfer and business transitions, the demand for succession planning expertise rises. Professionals with this sought-after skillset are in high demand, addressing a crucial need.

SPECIALIZED CLIENT BASE:

Mastering succession planning expertise draws a distinctive client base—high-net-worth individuals, business owners, and families seeking specialized solutions for their unique succession needs.

HOLISTIC CLIENT SOLUTIONS:

Empower your professional toolkit with succession planning expertise. Offer comprehensive solutions, addressing immediate financial needs, long-term goals, and generational wealth transfer for clients

TECHNICAL EXPERTISE:

Navigate the complexities of succession planning with confidence. ISPA resources ensures professionals are well-versed in intricate legal and tax considerations, providing a solid foundation in laws and regulations.

COMMUNITY AND NETWORKING:

Unlock a network of professionals by joining a succession planning membership. Engage in a community of like-minded individuals for valuable networking opportunities and shared insights.

CLIENT TRUST AND RETENTION:

Navigate complex financial and legal matters as an advisor or consultant to earn client trust. Cultivate lasting relationships, loyalty, and valuable referrals through your expertise and guidance.

RISK MITIGATION:

Guide clients in identifying and mitigating risks tied to succession planning. Address tax implications, family conflicts, and unforeseen complications with professional expertise for a smoother transition..

PROFESSIONAL GROWTH:

Embark on a rewarding journey of professional growth and personal development by gaining expertise in succession planning. This path involves honing diverse skills, including financial, legal, and interpersonal expertise.

Membership Pricing

Your Pathway to Success

At ISPA, we want to help you attain long-term success in your Succession Planning venture. To this end, we suggest that you take certain proactive steps to make the most of your experience. Our goal is to not only provide you with access to invaluable training and resources, but to also furnish you with powerful tools that you can utilize to help your clients in thriving and extending their enterprise

Follow these steps to make
the most out of your ISPA membership

Complete the CSP Curriculum

This phase involves dedicating yourself to a rigorous and comprehensive training program designed specifically for Certified Succession Planners (CSP). It encompasses delving into various aspects of your professional services. Throughout this training, you'll acquire specialized knowledge, tools, and techniques essential for becoming a proficient succession planning expert.

Pass the CSP Exam

After diligently working through the CSP training program, the next step is to demonstrate your expertise by successfully passing the CSP Exam. This exam rigorously evaluates your understanding of succession planning, ensuring that you are well-equipped to navigate the intricacies of guiding organizations through effective leadership transitions as a Certified Succession Planner.

Offer the Succession Planning Assessment (SPA) to Clients

With your CSP certification in hand, you can now extend your services to clients by providing a Succession Planning Assessment (SPA) as a service. This entails conducting in-depth evaluations of an organization's succession planning strategies and offering tailored recommendations to improve their succession processes. Your role is to assist clients in achieving their succession goals.

4. Deliver SPA as a Service

Building on your CSP certification, you will actively engage in delivering SPA services with professionalism and precision. This involves conducting thorough succession planning assessments, generating detailed reports, and effectively communicating findings and recommendations to clients. Your successful service delivery ensures that clients benefit from enhanced leadership succession practices.

5. Grow Your Business

To thrive in the field of succession planning as part of your professional services, it's crucial to build a robust professional network and expand your business. This phase involves actively connecting with industry peers, attending relevant conferences, and seeking opportunities to collaborate with other professionals. Expanding your network not only fosters knowledge exchange but also leads to potential business growth and partnerships.

6. Create Revenue Generating Opportunities

As a CSP, you can play a pivotal role in helping organizations establish and enhance their succession planning strategies. Your newfound expertise allows you to identify and create more revenue generating opportunities within organizations, and by accessing our supplemental training resources, you will be further equipped to contribute to the long-term success of your clients.

The Succession Matrix

ISPA Core Philosophy

Through an extensive national research and study program, the organizers of the ISPA identified the ten planning factors critical to the continuity of a business through the next generation. These interdependent factors, as a body, are referred to as the Succession Matrix.

The Succession Matrix is the foundation for the education programs and resources of the ISPA. 

About The Succession Matrix

The Succession Matrix describes the planning factors that the ISPA Board has confirmed as the predictable challenges impacting the continuity of a business through the next generation. Each of these critical factors, by virtue of their inclusion within the Matrix, can have a significant impact upon business succession. Depending upon the gravity of the circumstances, any one factor can significantly handicap the probability that a business can achieve Succession Success.

The factors of the Succession Matrix are also interdependent. Due to the compounding impact of this interdependence, extraordinary strength in some factors can support weaknesses in others. Reciprocally, a shortfall in multiple Succession Matrix factors can support the conclusion that significant enhancement of planning circumstances is needed to have confidence that the continuity of a business legacy is reasonable.

To assist business owners and their advisors in identifying business succession assets and liabilities, the ISPA has developed the Succession Planning Assessment (SPA), based upon the factors included in the Succession Matrix.

  • Owner Motivation and Perspective 
  • Personal Financial Planning 
  • Business Structuring 
  • Business Performance 
  • Strategic Planning
  • Leadership and Management Continuity 
  • Successor Preparation 
  • Management Synergy and Teamwork 
  • Family Dynamics 
  • Family Governance

Membership Pricing