The Strategic Impact of Developing a Succession Planning Expertise for Attorneys

Empower Your Legal Practice: 

Elevate with Strategic Succession Planning Expertise

As a forward-thinking attorney, the dynamic legal landscape demands more than just routine case handling and legal counsel provision. It requires a strategic vision that leaves a lasting impact on clients' lives. Imagine the possibilities of integrating a comprehensive succession planning skill set into your legal practice – a move that not only enhances the quality of your services but revolutionizes your practice.

An Attorneys Path to Professional Growth

For attorneys, legal matters represent significant life events for clients. Proactively addressing issues related to business succession, estate planning, and family dynamics is not just good practice; it's a strategic decision that elevates your legal practice.


  • Scenario:

Understand clients' visions and complexities in achieving their goals.

  • ROI

Collaborate on strategies aligning with long-term succession goals, ensuring efficiency, compatibility, and wealth preservation


  • Scenario:

Guide clients through challenges and transitions

  • ROI

Leverage succession planning expertise for a smooth transition, optimizing business transfer, and addressing complex family, estate, and business dynamics.


  • Scenario:

Satisfied clients and professionals referring new clients.

  • ROI

Positive outcomes lead to satisfied clients who become advocates, expanding your client base through referrals.

ROI Beyond Cases: An Attorney's Triumph

The returns on developing a comprehensive succession planning skill set go beyond traditional metrics, profoundly impacting various aspects of your legal practice:


  • Scenario:

Guide clients through business, family, and personal complexities.

  • ROI

Satisfied clients lead to loyalty, long-term relationships, and referrals, fostering practice growth.


  • Scenario:

Facilitate efficient and client-compatible strategies.

  • ROI

Tangible legal benefits enhance overall wealth, strategies, and perceived value


  • Scenario:

Develop succession planning expertise.

  • ROI

Attract a niche market, drive practice growth, and expand the client base.


  • Scenario:

Facilitate open communication among partners, heirs, and successors.

  • ROI

Minimize conflicts, preserve wealth, enhance client retention, and avoid disputes

Building Your Practice Through Collaboration

Incorporating succession planning into your legal practice isn't just about revenue growth; it's about building a legacy of enduring success for your clients. Elevate your practice by investing in succession planning training & resources, transforming into the proactive, strategic advisor your clients need.

ISPA Advanced Planning Tools

Crafting Legal Strategies for Success

The ISPA's advanced succession planning tools offer a comprehensive platform for creating and managing revenue-generating legal strategies. Key Components:

Your Gateway to Expertise

Position yourself as an industry authority by exploring the unique benefits of our CSP credential. Elevate your credibility, solidify your expertise, and become the go-to expert in the competitive market of succession planning.

Beyond Certification, An Analytical Tool on Steroids

Uncover the depth of our SPA™, an analytical powerhouse that goes beyond certification. Foster meaningful client engagement and gain actionable insights.

Not Just Tools, a Strategic Partnership

Experience the immediate impact of joining ISPA® through the Succession News & Applied Practice Resources. Hit the ground running, positioning yourself as a highly experienced value-add succession planner.

Join the ISPA Today!

Foster client satisfaction, drive revenue growth, and differentiate yourself in the legal advisory landscape. Become indispensable with ISPA's resources.

Key Benefits of Leveraging ISPA Resources:

  • Fortify client relationships for enhanced retention and satisfaction.
  • Catalyst for revenue growth through various avenues. 
  • Differentiate yourself, offering a unique value proposition to clients. 

Take Action!

Transform Your Legal Practice with Succession Planning Excellence

Are You Looking to Grow Your Practice?

Check Out These Other Free Downloads


Multi-generational clients grow your business. Whether you are a lawyer, accountant, financial advisor, or consultant, we have a list of actionable strategies you can test today to motivate your clients to work with you long term.


Get this free resource of 12 powerful questions you can ask to identify client motivations and influence business owners to take action. Grow your business by having better discussions with prospects and clients immediately.


Want to get into the specifics of what it takes in succession planning? Gain insights into the inner-workings of a real long-term family business succession planning case study and a business engagement that was worth over $75,000 per year.


You need to have a plan. We outlined three of our best examples of projects you could learn from and potentially apply in your business. From objective to successful outcome, these family business examples help you build strategies.

"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). I did not pursue succession planning as a separate business endeavor but used the knowledge to assist my clients in engaging professionals that could help them move forward.

New business and retaining clients are not an issue. Influencing clients to act was. The more I know about building, operating, valuing, protecting, and eventually passing on a business, the better I can serve my clients in achieving their goals."

Managing Member, Tetrick and Bartlett


This group is dedicated to connecting advisors, consultants & counselors who are or have an interest in working in the business succession planning field to globally promote the key concepts and to help the succession planning community learn, leverage resources & outperform. This group will promote an environment for sharing ideas, leveraging resources and will provide access to cutting edge professional development and planning resources.  

"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


Succession planning is a major priority for business owners right now. Are you prepared to help your clients navigate their long term needs as effefictively as possible?


We know that learning online can be tough sometimes, which is why we brought in experts in virtual training to help us build more than just videos over powerpoint. You will have a wide variety of methods to learn including videos, interactive lessons, quizzes, and surveys. Our goal is to ensure that you grow through the learning, not just go through it.

The Certified Succession Planner program will be delivered on-demand and as a continuous enrollment model which means you can enroll any time and learn at your convenience.

Training has been developed by the Authors and Contributors of numerous succession planning textbooks and training programs. Additionally, the ISPA Board has contributed feedback, time, and resources to help ensure the success of the programs. Learn more about the ISPA and team here

The program does not have any deliverables for you to complete and submit directly to the ISPA, however as you go along, you will need to demonstrate your comprehension through ongoing competency tests which will allow you to progress further.

You can expect that each module should take you approximately 1-2 weeks to complete, depending on the time you put in. We suggest you commit to 1-2 hours per day and around 10-15 hours per module in total. We also understand that each learner will work at their own pace.

The topics covered in the Certified Succession Planner program are not entry-level, meaning that we recommend that you have a combination of both professional and educational experience in executive coaching, law, finance, or accounting.

The CSP program has been built on a platform that is both desktop and mobile friendly, so most laptops and desktop computers will be sufficient to work through the materials. While you may access the content easily on your mobile device, we do recommend a desktop computer. You also might want to use a printer to print out the supplemental resources like textbooks, guides, workbooks, etc.

Anytime you need help, feel free to reach out to [email protected] and we will do our best to work with you on your challenges.