Succession and Exit Planning Roadshow 2022 –  Get your early bird tickets now.

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Before a business sale, decisions matter by the millions

ANZ Private | Jun 21, 2019

Think selling a home is stressful? Try selling a business.

Gradually relinquishing control is one of the hardest things a business owner will go through. It is a complex, often emotional path to set up a business to survive without its owner – but it makes a business more valuable and ultimately strengthens the owner’s legacy.

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The Strategy of Succession Planning with Craig West

Safe Space with Francesco Lombardo | Jun 12, 2019

In this episode of Safe Space with Francesco Lombardo, Craig West talks about the challenges in family business transition and the three key things family business owners should focus on to achieve a good outcome.

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Australian Succession Planning Company Celebrating Their Tenth Anniversary

Yahoo Finance | Jun 10, 2019

Succession Plus, one of Australia’s most forward-thinking and innovative companies is proud to announce that they have recently celebrated ten years in business. The company is actively working on expansion plans, into the United Kingdom.

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How to move on from your business with real purpose

ANZ Private | May 30, 2019

When a business owner’s identity is fused with their business, it makes it harder to successfully leave and embrace their new life. So their identity gets defined by their role in ways that only people in positions of power and prominence understand.

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Early talk is the best start to family business succession

ANZ Private | May 30, 2019

Talking about family aspirations may be daunting, but avoiding succession planning puts business, and family harmony, at risk. At the back of many business-owners’ minds are unresolved questions such as “Is the next generation prepared to take on my family business?” and “Have I had the necessary discussions to prepare for a successful transition?”. Succession Plus CEO Craig West, who helps businesses navigate this difficult journey, outlines factors that make family succession planning particularly complex.

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Succession Planning Focus at Orman Solicitors

The Daily Advertiser | Nov 25, 2017

Planning for the future when it comes to business, farming and your estate is one of the most important plans to be made and shouldn’t be taken lightly. Succession planning will ensure the future of a business owner’s or farmer’s greatest asset. Wagga solicitor Maggie Orman is passionate about helping farmers and business owners implement a plan to ensure future success.


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Preparing for the ‘Known Unknowns’

Bold Businesses | Nov 17, 2017

This episode will have Craig West explaining about how best to plan for the unknown and manage some of the challenges not only family businesses, but all small businesses face in a disruptive market.

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The Marketing Show – Maximising Your Business Valuation

The Marketing Strategy Company | Oct 20, 2017

Having the correct sales and marketing strategies in place can assist not only increasing your profits, but in maximising your Business Valuation.

On this episode of the Marketing Strategy Show we discuss the best sales and marketing strategies you need to have in place to maximise the value of your business as well as grow profits.

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Baby Boomers Hit by Succession Concerns

Financial Observer | Jul 2, 2016

Sentry Group chief executive and chairman Murray Hills said the national licensee group had noticed succession planning was a significant challenge for Australian small to medium enterprise (SME) owners, particularly among the baby boomer generation.

“The depth of challenges facing baby boomers seeking to retire in the coming years is enormous, with the greatest [concern] being that of trying to sell a business in a buyers’ market,” Hills said.

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How to sell a business for the right price

ANZ Private | May 6, 2016

When selling a business, the big money is in the preparation not the actual transaction, says Craig West, chief executive of Succession Plus and executive chairman of the SME Association of Australia.

He believes owners should start preparing for a sale, and ideally engage a professional, 12 to 18 months ahead of going to market. An adviser can help a seller secure the maximum price by developing and overseeing an exit strategy that involves de-risking the business, protecting value, implementing changes, securing future income and locking in key staff.

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Aligned businesses key to good sale

Financial Observer | Feb 9, 2016

Aligned product providers and competitors would see the most strategic value in purchasing a financial planning business and therefore should be considered as part of a business owner’s succession plan, according to Succession Plus.

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Risk management, governance key to succession

Financial Observer | Feb 8, 2016

Robust risk management and governance processes are cornerstones for financial planning practices seeking to develop and fulfil a succession plan for their businesses.

Speaking at the Succession Planning Day 2016 in Sydney, jointly hosted by Succession Plus and financialobserver, Succession Plus New South Wales partner David Cambridge said the most successful enterprises had and followed set processes.