Igniting Growth Through Succession Planning Mastery

Empowering Family Business Advisors

Family business advisors play a crucial role in guiding and supporting family-owned businesses, focusing on governance, communication, and conflict resolution. While they touch upon succession planning, their broader focus encompasses the overall health and harmony of the family business.

Enter the succession planner—a professional with a holistic approach, addressing all elements crucial for building a sustainable business. By seamlessly integrating this succession planning skill set into your family advisory or coaching practice, you transform into a proactive advisor delivering unparalleled value to family enterprises.

ROI Unveiled: Growing Your Family Business Advisory Practice

In the intricate landscape of family business advisory and coaching, challenges extend beyond motivation and managing family dynamics. Imagine integrating a strategic succession planning skill set into your practice. This transformative move not only enhances your services but fundamentally reshapes your practice, propelling you as a proactive advisor delivering unparalleled value to family enterprises.

Maximizing Practice Growth Through An Integrated Approach

For family business advisors and coaches, recognizing a family business as a legacy is pivotal. Proactively addressing challenges impacting business success and transition through the next generation is a strategic move that can substantially elevate your business advisory practice.


Assist family business owners in developing growth strategies, offering integrated services like fractional CFO, technology, recruiting, wealth management, etc. Become a crucial partner in the family's financial success


Leverage succession planning expertise to guide families through challenges and transitions, ensuring a smooth transition for successors and addressing the complex interplay of family dynamics and business strategy.


Stand out in the competitive market. Positive outcomes lead to satisfied family business clients who become advocates, expanding your client base through referrals. Showcase your holistic approach to family business advisory and coaching services.


Position your practice as a leader in maximizing family business valuation. Attract clients looking to optimize their business value before a transition. Showcase expertise in positively impacting valuation in the context of family legacies.

Building Your Practice Through Collaboration

Incorporating ISPA's advanced succession planning tools into your family business advisory and coaching practice is a transformative step towards accelerated growth. The strategic partnership fosters client satisfaction and positions you as an indispensable resource in the dynamic landscape of family business advisory services.

Unlock profound insights into family goals and business dynamics, driving enhanced retention, satisfaction, and revenue growth. The return on investment is multifaceted, encompassing tangible financial benefits and organic growth specific to family enterprises. ISPA's comprehensive succession planning methodology becomes a cornerstone for family business advisors and coaches to thrive, adding tangible value to the success and legacy of family businesses and solidifying your reputation as a trusted expert in the field 

ISPA Advanced Planning Tools

Accelerate Practice Growth

In the competitive landscape of family business advisory and coaching, strategic partnerships and advanced tools can be game-changers. The International Succession Planning Association (ISPA) offers advanced tools designed to empower family business advisors and coaches.

Elevate your family business advisory and coaching practice further by embracing the cutting-edge tools and expertise offered by ISPA. Stand out, overcome challenges, and become the go-to advisor for family businesses seeking a strategic and personalized approach to succession planning.

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 a No Brainer - Take the Leap Today!

Transform Your Family Business Advisory 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.