Documents/ISPA/Values


  • Value [1] PROFESSIONAL DEVELOPMENT
    • The ISPA's® education programs focus on key techniques and concepts for facilitating the planning process as well as enhancing an advisor's understanding of the interdependent nature of the Succession Matrix®.

  • Value [2] CUTTING-EDGE TECHNOLOGY
    • ASSESSMENT SOFTWARE -- The Succession Planning Assessment™ tool, created by the ISPA®, provides a comprehensive assessment across each factor of the Succession Matrix ® This evaluation acts as a valid predictor as to how a business is prepared to deal with anticipated challenges of business succession or increasing business value.