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Business Succession & Exit Planning for Financial Planning Businesses

Employee Ownership

Business Succession & Exit Planning for Financial Planning Businesses

By , May 29, 2020
Why do Employee Share Ownership Plans work? Thumbnail

 

What you’ll learn from this webinar:

Key trends in the Financial Planning Industry

  • Industry profile (size, market, products and services, major players)
  • Industry performance
  • Industry outlook
  • Threats
  • Key success factors

Succession and Exits in Australia

  • Business Succession and Exit Planning
  • Ladder to Equity
  • Employee Share Ownership Plans as a Business Succession Tool
Craig West

Dr Craig West

Founder & Chairman | Succession Plus

Dr Craig West is a strategic accountant who has over 20 years of experience advising business owners.

With a background as an accountant in practice and two master’s degrees, Craig formed a strong view that the majority of business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for exit. He then designed and documented a unique 21-Step Business Succession and Exit Planning process to assist owners and their advisers in navigating this process.

Craig now acts as a strategic business and financial mentor for mid-market business owners. Craig has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection, and exit strategies. Additionally, he has completed doctoral research on Employee Share Ownership Plans (ESOPs) for succession.

Craig is a Member of the Forbes Business Council where he leverages his extensive experience to contribute valuable insights on helping business leaders navigate the complexities of growing and exiting their businesses.

In April 2024, the Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence.

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