Sustainability & Succession Resources for Independent Distributors.

Succession Planning

Whether planning years ahead or actively thinking about what’s next, the Independent Distributor Ownership Center (IDOC) provides AD Owner-Members with the guidance, tools, and connections to navigate ownership transition with confidence, supporting every stage of the succession planning journey while helping preserve independent ownership.

Our Mission

To provide the owners of AD member companies, and their next generation, with succession and sustainability related resources, consisting of professionals, educational content, and peers, which they can confidentially access at their discretion, with or without AD staff involvement.

Visit the IDOC Website

Resources for Every Stage of Succession Planning

PEER RESOURCES

PEER RESOURCES

The Peer Resources Directory connects AD Owner-Members with fellow members who have navigated ownership transitions, family business dynamics, leadership succession, and other challenges. Members can learn from their experiences, gain practical insights, and privately connect with peers who understand the unique realities of independent distribution ownership and succession planning.


TRANSACTION EXCHANGE

TRANSACTION EXCHANGE

The Transaction Exchange connects AD Owner-Members who may be thinking of selling their business with fellow members seeking growth through acquisition, creating a path for businesses to preserve their culture, protect the people who helped them grow their business and remain independent.


SUBJECT MATTER EXPERTS

SUBJECT MATTER EXPERTS

The Subject Matter Experts Directory connects members with AD-vetted professionals specializing in the many business, financial, legal, family, and leadership aspects of succession planning, helping members find the expertise that's right for their organization's unique needs.


CONTENT

CONTENT

The Content Library provides a curated collection of succession planning resources and other educational materials designed to help members better understand their options, prepare for the future, and make informed decisions with confidence.

image1
image2
image3