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Let’s Talk: What is the best business advice you ever received?

Dynamic Business | Aug 11, 2021

“Begin with the end in mind, from The 7 Habits of Highly Effective People by Dr. Stephen R. Covey (habit #2). This means making sure each and every decision you make in business gets you closer to your endgame.

“The people you employ, the business model you adopt, the financial strategy you map out and the way you market and promote your product, your pricing model, your client service and delivery – all need to focus on the endgame. If you look at a decision that is taking you further away from that, it is the wrong decision.

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Government releases new draft legislation for employee share schemes

Dynamic Business | Aug 5, 2021

The Australian government has released exposure draught legislation proposing tax and regulatory changes that will make it easier to implement ESSs.

Employee incentive schemes (ESSs) are used by employers to attract, retain, and motivate employees by issuing shares, share options, interests in shares, or other benefits resulting from shares.

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Succession Planning on the Business Excellence Podcast

Business Excellence | Jul 10, 2021

Australia has a large number of baby boomer business owners that are currently heading towards or preparing for retirement with no real plan for an exit from their business.

The first thing to do is begin with the end in mind, start to think about – what does my exit look like?

Money Management

Planning for the end

Money Management | Jun 25, 2021

Interest in Employee share ownership plans (ESOPs) has increased dramatically in the last 12 months as business owners seek to ensure their workforce is aligned, motivated and focussed amid the disruption to work arrangements brought on by the COVID-19 pandemic.

Money Management

Lack of ‘natural pathway’ for generation of advisers

Money Management | Jun 9, 2021

The reluctance of business owners to sell their advice firms is leaving a generation of advisers unable to progress, according to Succession Plus.

Many owners were now working into their advanced years which meant there was “no natural pathway” for younger members of staff to take over the business.

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The Edge: Succession planning and exit strategy with Craig West

Paint & Panel | Mar 8, 2021

How can you structure your business so you’re ready when it’s time to sell? Craig West has the answers! Having spent 20 years as a strategic accountant, Craig now specialises in advising business owners on succession planning. Takeovers can happen very quickly in the Smash Repair business, so you need to be ready. Even if you have no intention of selling, Craig outlines why it’s a good idea to tidy up your business to maximise the sale value.


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Tips on Exit Planning and How to Get Businesses to Start with the End in Mind

Aspect Legal

Believe it or not, it pays to think about your exit strategy early in the business cycle. Listen in and learn all about the most common mistakes owners make in this area from author and strategic accountant Craig West, the CEO and Founder of Succession Plus.

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How do I attract, retain and motivate key employees?

Families & Business

In the sixth issue of Families and Business Magazine, Craig West shares why employees leave and why attracting, retaining and motivating staff has now become an important issue for business owners.

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Craig West on Business Brain Food | Tips and Tricks to Grow Your Business

Business Brain Food

Focusing on an exit plan is vital to ensure that your business enhances your life in the way that you want it to, and at the same time will make your day-to-day business more effective. Craig West talks about exit planning and how vital it is for every organisation to take this step to ensure they extract maximum business value.

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Succession Advisory Breaks Into US Market

Accountants Daily

Succession Plus, an advisory firm specialising in business succession and exit planning for Australian SMEs, is expanding its operations into the US.

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How to merge business and family successfully

Vodafone | Red Wire

While there are certain issues particular to family businesses, the lessons they can learn are universal: face disruptive market forces head on; have a plan for the worst case scenario, and learn to recognise the motivations driving decision making in the business.

Money Management

Succession Plus appoints NowInfinity founder

Money Management | Sep 24, 2020

Succession Plus has announced the appointment of Amreeta Abbott as a shareholder and board member, following the sale of her NowInfinity business for $25 million to Class.

Abbott and her colleague Vitalii Symon, former chief technology officer, both departed the cloud solutions provider to “pursue other projects” following the integration of the business into Class, which was first announced in January.