The Succession Planning Assessment (SPA) and Toolkit

In the fast-paced world of business, adaptability is paramount, and the same principle applies to succession planning. We understand that addressing succession needs goes beyond a single moment in time—it's an ongoing process that must adapt to the ever-changing business landscape. That's why we're proud to introduce the Succession Planning Assessment (SPA) as a dynamic, evolving resource designed to support you, the service professional, in guiding your clients through the complexities of succession planning, today and into the future.

 But our commitment doesn't end with the provision of the SPA system. We're dedicated to ensuring you have the knowledge and skills required to use this tool effectively. That's why we offer comprehensive training that empowers you to leverage the SPA system to its full potential and equips you with the expertise needed to market and sell succession planning services to your clients.  We firmly believe that arming service professionals like you with the knowledge and tools to tackle this pressing challenge is pivotal to ensuring the long-term success and resilience of your clients' organizations. 

Unlock a New Realm of Possibilities 
with the Succession Planning 
Assessment™ (SPA™)

Are you a forward-thinking CPA, fee based planner, attorney, family business coach or Wealth Advisor ready to revolutionize your practice and propel your clients toward sustained success? Look no further – the Succession Planning Assessment is your gateway to unparalleled growth, collaboration, and client satisfaction.

What is the SPA™

REVOLUTIONIZING SUCCESSION PLANNING WITH THE SPA

Transformative in its approach, the Succession Planning Assessment™ (SPA™) stands at the forefront of innovation in the business consulting landscape. Crafted by seasoned practitioners, this cutting-edge web-based technology sets a new standard for identifying and honing succession planning expertise among advisors.

STREAMLINE EXPERTISE FOR TAILORED SOLUTIONS

Streamlined and intuitive, the SPA™ serves as a dynamic platform empowering advisors to pinpoint critical succession planning factors and craft tailored action plans for their clients. By harnessing the power of data-driven insights, it equips both advisors and business owners with a clear, quantifiable understanding of their readiness for succession, illuminating areas ripe for enhancement.

DATA DRIVEN INSIGHTS FOR INFORMED DECISIONS

Accessible online, the SPA™ guides advisors through a comprehensive series of targeted questions, delivering invaluable clarity on each facet of the Succession Matrix®. By distilling complex challenges into actionable insights, it enables advisors to accurately predict a business's preparedness for navigating the complexities of succession.

NAVIGATING SUCCESSION COMPLEXITIES WITH CONFIDENCE

With the SPA™, the path to succession success becomes clear. By swiftly identifying areas requiring attention, advisors and business owners can embark on a journey of strategic remediation, instilling confidence that their succession goals are within reach. Revolutionize your approach to succession planning today with the transformative power of the SPA™.

Ready to redefine your advisory practice and empower your clients for long-term success?

Join the Succession Planning Revolution today!

Proactive Client-Centric Planning Platform

The SPA™ is a powerful planning tool that enables you to build trust with your clients by addressing their specific needs and concerns. As an ISPA member, you have access to the SPA™ planning platform, which empowers you to identify and address critical issues impacting your clients' long-term business success. This ensures that your clients are well-prepared for any challenges that may arise, providing them with a high-value, dependable service.

Demonstrating proactive commitment to your clients' long-term success establishes you as a trusted partner dedicated to their prosperity and well-being.

CUSTOMIZED, PRECISE & INSTANTANEOUS RESULTS

  • Create a custom assessment tailored to each business owner's unique situation. 
  • Leverage a sophisticated scoring system for precise evaluation.  
  • Enjoy flexible, instantaneous results available online. 

GUIDED DISCUSSION & ACTIONABLE INSIGHTS

  • Engage clients in meaningful dialogue with our guided discussion component. 
  • Motivate clients, management, and strategic vendors to take proactive action. 
  • Enjoy unparalleled control and flexibility in delivering results 

COMPREHENSIVE DELIVERABLE

  • Provide educational and motivational insights to your clients. 
  • Receive a detailed evaluation of critical factors affecting business succession.
  • Receive an automatically generated action agenda tailored to your client's needs. 

Maximizing Client Value with Comprehensive Insights

VALIDATION OF SERVICES

The Succession Planning Assessment (SPA) provides essential third-party validation of your services. This validation enables you to prioritize delivering exceptional service over merely selling products.

FACILITATOR OF BUSINESS ADVISORY NEEDS

Positioned as the primary facilitator or "quarterback" of business advisory needs, the SPA equips you with comprehensive insights into all factors impacting family, finances, and business success

MAXIMIZING BUSINESS VALUE

With a profound understanding of family and business dynamics, you're uniquely poised to identify opportunities to maximize business value—a highly coveted asset by your clients.

 How the SPA™ Works

Personalized Evaluation

Begin with a custom assessment tailored to your clients unique family and business circumstances. Utilize our sophisticated scoring system for precise evaluation, ensuring accuracy. 

Interactive SPA™ Assessment

Access our secure online SPA™ platform featuring a comprehensive series of questions. Evaluate critical components of business value, transition & success at your client’s convenience. 

Deep Dive Interview

Engage in an in-depth interview process to discuss various aspects such as financial structuring, family dynamics, personal goals, and management strengths. Leverage “Dig Depper” and “Why Is This Question Important” prompts to gain a 360-degree view of your client’s family, financial, people and business environment 

Insightful Analysis

Receive a detailed deliverable illustrating your business's standing on critical planning factors. Gain valuable insights and recommendations tailored to your business needs.



Actionable Next Steps

Obtain an Action Agenda outlining specific steps for improvement based on assessment findings. Implement changes confidently to enhance your business's success and longevity. 

SPA™ Training & Expertise 

Our commitment doesn't end with the provision of the SPA system. We're dedicated to ensuring you have the knowledge and skills required to use this tool effectively. That's why we offer comprehensive training that empowers you to leverage the SPA system to its full potential and equips you with the expertise needed to market and sell succession planning services to your clients. We firmly believe that arming service professionals like you with the knowledge and tools to tackle this pressing challenge is pivotal to ensuring the long-term success and resilience of your clients' organizations.

The Toolkit

How to Access the SPA™ & Leverage In Your Practice 

1.

BECOME A MEMBER
OF THE ISPA

Unlock the power of the International Succession Planning Association with three groundbreaking resources at your fingertips.

By becoming a member today, you'll gain access to the Certified Succession Planner™ curriculum, the SPA™ Planning Platform, and a wealth of implementation tools and templates through our Succession News and Applied Practice suite of resources.

Take charge of your success journey and elevate your practice to new heights. 

2.

COMPLETE THE CERTIFIED SUCCESSION PLANNER™ CURRICULUM

Delve into our Certified Succession Planner™ curriculum, centered on the foundational Succession Matrix. This comprehensive framework illuminates the intricate dynamics crucial for business longevity.

Gain essential insights to excel as a trusted advisor, leveraging the SPA™ for sustainable consulting success. Join us to unlock the tools and knowledge necessary for a thriving practice built on client satisfaction and referrals.  

Once you successfully pass the CSP™ exam, you will gain access the SPA™ Training and Toolkit.  




3.

IMPLEMENT THE SPA™ HOW TO TRAINING

Learn how to navigate your account and set up your Succession Planning Assessments for your own clients. This will help you know how to get started.

We also walk you through how to present a Succession Planning Assessment and review the reports with your clients. You will be able to confidently work your clients through a consultation of their business. 

4.

DIVE INTO THE ADVANCED TRAINING & RESOURCES

Once you are comfortable navigating the system, learn how to promote the SPA to your clients by taking the advanced training with resources included. We will show you some ways you can create your offers, market your business, and sell effectively.

You will be able to use the SNAP resources in the other training areas to create, promote, and sell your new  services offer. 

Ready to take Your Practice to New Heights?

Discover a suite of advanced succession planning tools meticulously crafted for CPAs, wealth advisors, fee-based planners, exit planners, attorneys, and family business coaches. Tailor your approach with precision to align with your unique professional expertise.

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition.

The majority of a business owners wealth is locked in their business. To help them move, spend, transfer and distribute their wealth you need to be able to address and serve them where they need you. Our future is dependent of the continued success and growth of our Entrepreneurs."

Michael C. Valdez, AIF, CLU
Founder & President- Business Transition Council