AD Launches New Program to Support Distributor-Member Succession Planning

Nov. 10, 2026

3 min read

Key Highlights

AD launched the Independent Distributor Ownership Center (IDOC) to help members and the next generation plan ownership transitions and business succession.
The IDOC website offers a directory of more than 75 member peers willing to share their transition experiences.
Members can connect with AD-vetted professionals and access curated educational resources on succession planning.
A transaction exchange connects potential sellers with AD members seeking growth through acquisition.
Members can access IDOC resources confidentially, with or without AD staff involvement.

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Affiliated Distributors (AD), Wayne, PA, has launched the Independent Distributor Ownership Center (IDOC) program, which provides AD members and their next generation with the guidance, tools and connections to navigate ownership transition with confidence, make informed decisions about the future of their businesse, and take action on their succession plans while helping preserve independent ownership.

Through the newly launched www.AD-IDOC.com website, members can use their AD credentials to access professional expertise, educational resources and connections with fellow AD members to help them understand their options, make informed decisions and take action on their succession and sustainability plans.

AD says the IDOC serves as a tresource across four key areas of succession planning:

Peer resources connect members with an on-line directory of more than 75 AD members who have navigated ownership transitions, family business dynamics, leadership succession and other challenges and are willing to privately share their experiences.

Subject matter experts connect members with AD-vetted professionals specializing in the business, financial, legal, family and leadership aspects of succession planning.

Content 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.

Transaction exchange connects AD 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 and remain independent.

AD members can access these resources confidentially and at their discretion, with or without AD staff involvement, giving them the flexibility to engage with IDOC in the way that best supports their needs.

Bryana Kennedy, AD VP, IDOC, said in the press release, “Succession is one of the most important decisions an independent business owner will make, and the path forward looks different for every business. By directing us to create IDOC, The AD Board has established a platform that will help AD’s members and their next generation understand their options, make informed decisions, and plan for the future of their businesses.”