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Are you facilitating your client goals to get the BEST results?

Download the 3 STRATEGIC PROJECT EXAMPLES in succession planning

Three strategic planning examples for effective business succession

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All of your clients have goals, especially those with family businesses. Grab insights from these successful projects.

Being a sought-after professional by your clients takes time, commitment, and skill. You need to build your experience over time and develop a wide breadth of knowledge so you can facilitate complex challenges.

In this resource, we will outline the:

  1. Overall goal of the client
  2. Strategic objective to accomplish the goal
  3. Key issues to address
  4. Actions and results
Visual showing 3 out of 4 advisors using succession planning tools for growth

Facilitate the succession of a third-generation business through fourth-generation leadership.

Illustration of two children representing generational wealth transition in family businesses

Facilitate strategies to seamlessly transfer the business through the next generation of owners and leaders and treat family equally when one child is active in the business, and the other child is not.

Chart showing 100+ ways to grow an advisory business with succession planning

Successfully grow the business to accommodate entry of next gen family members.

Visual of three strategic projects to enhance client value and succession readiness

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated)." 

Professional headshot of Leon Rogers, succession advisor and educator

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP 
Managing Member, Tetrick and Bartlett

"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."

Michael Valdez – ISPA advisor and succession planning expert portrait

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