Take Your Practice to New Heights with Succession Planning Expertise

Strategic Succession Planning

Your Key to Growth in Fee-Based Wealth Management 

In the dynamic realm of fee-based planning and wealth management, mastering comprehensive succession planning is not just a skill—it's a strategic advantage that distinguishes you, adds substantial value, and fuels significant growth. Explore why cultivating expertise in succession planning benefits clients and exponentially amplifies the growth of your practice, particularly in Assets Under Management (AUM).

The Business Asset Advantage

Elevating AUM & Generating Referrals

For business owners, their business is often the largest asset. Guiding them through growth and business challenges isn't merely good practice; it's a strategic move that can substantially grow AUM and generate invaluable referrals.


Recognize the significance of a business in a client's wealth portfolio. Addressing business-related challenges directly contributes to increased AUM.


Assist business owners in strategies for expansion and development. As the business thrives, AUM grows organically, positioning you as a crucial partner in the client's financial success.


Guide clients through business challenges and transitions. Expertise in business succession planning positions you as the go-to advisor in family & business issues, contributing to AUM growth.


Satisfied business owner clients referring new business. Positive outcomes in business strategies lead to satisfied clients who become advocates, expanding your client base.

ROI Beyond Numbers

A Wealth Managers Triumph

The return on investment for developing a comprehensive succession planning skill set is nuanced but profound, impacting client retention, referrals, tax savings, business growth, conflict avoidance, and philanthropic impact.

Building Your Practice Through ISPA Collaboration

Success in succession planning is a journey, not an instant result. Strategic partnerships amplify your impact, leading to substantial growth in Assets Under Management.  Position yourself as a trusted advisor and contribute significantly to AUM growth by embracing succession planning as a service and a strategic journey.  

The partnership with ISPA delivers tangible benefits, including billable hours, increased fees, AUM growth, and enhanced client value perception.  Embrace the strategic journey of succession planning, and you're not just growing wealth; you're building a legacy of enduring financial success for your clients. 

Leverage ISPA Advanced Planning Tools

Maximize Practice Growth

In the competitive landscape of wealth management and fee-based planning, strategic partnerships and advanced tools can be game changers. The International Succession Planning Association (ISPA) offers a suite of advanced tools designed to empower wealth managers and fee-based planners to take their practice to unprecedented heights.

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. 

Take the Leap!

Transform Your Exit Planning 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.