International Succession Planning Association

09/28/2026

Preparing a successor includes the relationships that keep the operation running.

Bankers, lenders, suppliers, advisors, and other trusted contacts may have worked with the senior generation for decades. Introducing the successor early gives those relationships time to develop before responsibility changes hands.

See how Don Richards, CFP®, CPFA®, CSP®, AFFP® helps farm and ranch families prepare the next generation for the full scope of leadership.

https://bit.ly/3Vl28ru

09/25/2026

Growth doesn’t come from saying yes to more work.
It comes from structuring your work so clients keep coming back for deeper conversations.

That’s a design decision—not a sales tactic.

Read: https://lttr.ai/Asih1

Learn from ISPA's tools and strategies for scaling advisory services, enhancing client engagement, and fostering long-term business growth.

09/23/2026

Advisors often coach owners to build a second layer of leadership.
But leadership development requires psychological and financial security.

If the owner feels financially exposed, delegation slows.

That affects:

• Talent retention
• Culture
• Long-term sustainability

Have you addressed financial concentration before pushing leadership transition?

Integrate diversification into your succession roadmap: https://lttr.ai/AsihG

09/22/2026

AI will assist with tax modeling.
Software will automate compliance.
Templates will standardize documentation.

What remains human:

• Managing emotional resistance
• Aligning family stakeholders
• Facilitating leadership transition
• Structuring governance

Succession planning lives in that space.

Advisors who stay purely technical risk becoming replaceable.

Is your advisory value rooted in documents… or in leadership guidance?

Reposition for the next era of advisory: https://bit.ly/3WIMuUw

09/17/2026

Your clients may think tax planning or legal docs are enough. The truth? Those only cover a fraction of what can derail a family business.

ISPA® member Hugh Roberts, CFP®, CSP®, shows advisors how to address the real challenges.
https://bit.ly/47FZxN0

09/14/2026

Advisors who use the Succession Matrix® create clarity for every professional at the table.

When CPAs, attorneys, and wealth managers understand how their expertise fits into the bigger plan, collaboration becomes seamless.

👉 Learn how to use the Succession Matrix® to lead collaborative planning: https://lttr.ai/AtpMi

09/10/2026

The owner's confidence in a successor and the management team's confidence in that same person can tell two very different stories.

Ask this: when something goes wrong, do key managers bring it straight to the successor, or do they route around them to the owner?

Interview two or three key managers using this question before your next succession review: https://lttr.ai/AtomI

09/09/2026

Most CPAs get pulled into succession planning too late.
By the time the numbers are clear, the family dynamics and leadership gaps are already baked in.

Quarterbacks step in before the tax plan becomes damage control.

Read: https://lttr.ai/AsihL

As a business advisor, the ability to build trust, diverse skill sets, and knowledge are keys to earning the quarterback role with your clients.

09/04/2026

"That scattershot old way of doing it, of somebody needing to give away their business and plopping it into somebody's lap, is not productive or healthy."

Sheila Christie, JD, CSP® of Forvis Mazars US, says a real transition takes a minimum of two to three years. Most families plan for two to three months.

Why the timeline matters more than the paperwork: https://lttr.ai/AsinZ

Sheila Christie, JD, CSP®, shares how she connects estate planning and business succession for business-owning families.

09/02/2026

Will collaborating with partners compromise my client relationships?

In reality, strategic alliances are designed to enhance value propositions, not relinquish control.

Clearly defining roles, revenue, and messaging ensures a seamless experience.

Discover how succession planners foster trust while building partnerships: https://lttr.ai/Ah2Kw

Learn how succession planners can build strategic partnerships to expand reach, strengthen trust, and create long-term client value.