ELEVATE YOUR EXIT PLANNING PRACTICE
Igniting Growth through Succession Planning Mastery
Transform Your Exit Planning Practice into a Long-Term Advisory Solution
Expand your exit planning practice with ISPA's advanced succession advisory tools and resources. By becoming an ISPA member, you can offer comprehensive, strategic support that extends beyond traditional exit planning. This allows you to ensure sustainable business success and build deeper, long-term relationships with your clients. Embrace a role that transcends transactional advice, positioning you as an essential, long-term advisor. Join ISPA today and transform your approach to succession planning, unlocking new growth opportunities for your practice.
What is the Difference: Succession vs. Exit
Succession planning and exit planning, though related, have distinct impacts on business futures. Succession planning offers a holistic, ongoing strategy focusing on long-term vision, leadership development, and sustaining business value across generations. In contrast, exit planning is often transactional, aimed at maximizing business value for imminent stakeholder exits, typically concluding with the business sale. Understanding and leveraging these differences can significantly enhance an advisory practice, helping advisors cater to diverse client needs and stand out in the marketplace. This differentiation is key to growing and distinguishing your practice.
From Transactional to Transformational
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Exit planning isn’t just about the sale; it’s about creating lasting value. As an exit planner, adding succession planning to your advisory strengthens your role, ensuring clients not only exit on their terms but set their businesses up for lasting success. Moving beyond transactional advice into transitional advisory positions you as a trusted, long-term advisor—offering clients strategic guidance in maximizing value, reducing risk, and creating continuity.
By integrating the Succession Matrix into your approach, you gain a framework to address every facet impacting business longevity, growth, and transition. This approach deepens your client relationships and increases your practice’s value, transforming single transactions into ongoing advisory engagements that drive growth for both your clients and your practice.
ENHANCED CLIENT RELATIONSHIPS
Leveraging the Succession Advisory Toolkit, exclusive to ISPA members, allows exit planners to foster deeper client engagement. Regular assessments and strategic sessions build trust and loyalty, transforming transactions into lasting partnerships, positioning planners as essential allies in their clients’ journeys toward sustainable success.
SCALABLE GROWTH STRATEGIES
The structured frameworks within the Succession Advisory Toolkit enable ISPA members to craft efficient, customized growth strategies. This scalability allows planners to serve more clients without sacrificing quality, facilitating rapid practice expansion while ensuring exceptional client satisfaction remains a top priority.
INCREASED REVENUE STREAMS
Utilizing the Succession Advisory Toolkit empowers exit planners to diversify offerings, including fractional CFO services and business analytics. This expansion creates multiple revenue streams, enhancing profitability. By maximizing income potential, planners significantly elevate the value they provide, transforming their practices into thriving enterprises.
Leverage ISPA Advanced Planning Tools
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!
Ready to revolutionize your approach to succession planning? Join ISPA® today and embark on a transformative journey.
Elevate your practice, distinguish yourself in the market, and achieve unparalleled success in the dynamic landscape of succession planning. Succession planning has never been this transformative—seize the opportunity and revolutionize your future as a member of the International Succession Planning Association®.
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.
It's the Right Time To Get Started Today!
Transform Your Exit Planning Practice with Succession Planning Excellence
SHOULD YOU JOIN THE ISPA MEMBERSHIP?
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?
Are You Looking to Grow Your Practice?
Check Out These Free Downloads
16 HIDDEN BUSINESS OPPORTUNITIES
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.
12 QUESTIONS TO CREATE CLIENT OPPORTUNITIES
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.
20 YEAR
CASE STUDY
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.
3 STRATEGIC PROJECT EXAMPLES
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.
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Access premium resources at no cost. Gain insights into cutting-edge strategies for client acquisition and retention, along with exclusive webinars designed to advance your advisory practice. Subscribe to our Insight Briefs and amplify your advisory impact.
"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."
Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP
Managing Member, Tetrick and Bartlett
JOIN US ON LINKED IN
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
FREQUENTLY ASKED QUESTIONS (FAQ)
What will the online learning experience be like?
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.
Can I learn at my own pace?
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.
Who is providing the training?
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.
Are there assignments or deliverables?
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.
What is the expected time commitment?
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.
What are the requirements to join the program?
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.
What technology do I need to access my materials?
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.
Is there support if I get stuck?
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.
GROW YOUR ADVISORY PRACTICE WITH THE ISPA
Seamlessly implement cutting-edge tools and strategies for business advisory and succession planning. Focus on delivering tangible results that foster your clients' success and drive growth in your own business.
