What is an Accredited Adviser?

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What is an Accredited Adviser?

By , January 17, 2018
accredited advisers - Succession Plus

As the ever-increasing numbers of baby-boomer business owners approach retirement and therefore exit their business, the demand for Business Succession and Exit Planning advisory services continues to increase. Business owners are looking for experienced advisers to help them navigate the pathway – identify, protect, maximise and extract the value locked up in their mid-market businesses.

Succession Plus accredited advisers use our proprietary 21-step business succession and exit planning model – including over 150 tools, checklists and templates to assist clients to maximise business value and achieve a successful exit. They are subject to internal quality control models and come with our endorsement.

Our accredited advisers have been selected as industry experts from around the country. Many come from a background as financial planners, accountants and business coaches. All have many years of business experience in advising business owners. They have undertaken our induction and advanced training programs and are licensed by us only after rigorous testing and accreditation.

 

What are the benefits of an Accredited Adviser?

Succession Plus is looking to expand its national presence with recruitment and training of more than 40 accredited advisers – we have already added 22 fantastic, experienced advisers over the last 6 months. Accredited Advisers are typically experienced business advisers (accountants, financial planners and business coaches) with an established network and client base who are looking to expand their service offering into Business Succession and Exit Planning.

Accredited Advisers guide clients through the 21 Step Business Succession & Exit Planning System, working to understand their business in detail and developing a close relationship.

Significant benefits are available including:

  • Turnkey exit planning revenue stream for your practice using existing clients.
  • Introduction and attraction of new clients looking for assistance with succession issues.
  • Access to Succession Plus website, social media and webinar marketing.
  • Access to books, e-books, case studies and articles.
  • Direct support and coaching provided by local Succession Plus state partner.
  • Online access to the Succession Plus SharePoint site which includes the 21-Step Business Succession & Exit Planning System tools, templates, checklists and delivery guidelines.

Click here to find out more.

We are actively looking to recruit in many areas throughout Australia, especially country areas – Bathurst/Orange/Dubbo, Goulburn, Coffs Harbour/Port Macqaurie, Sydney Hills, Tamworth/Armidale, Sydney North Shore, Darwin, Cairns, Townsville, Launceston, Albury-Wodonga, Geelong and others.

Please let us know if you are interested and we will arrange a time to catch up and discuss the best way to get involved.

Craig West

Craig West

Executive Chairman | Succession Plus

Craig West is a strategic accountant with over 20 years of experience advising business owners. His background as a CPA in public practice has provided invaluable experience in the key issues of concern to business owners.

In March 2014, Craig was appointed Executive Chairman of the SME Association of Australia, Australia’s largest small business organisation representing over 300,000 business owners.

In October 2014, he was awarded the Exit Planner of the Year at the Exit Planning Institute Annual Conference in Texas, USA, due to his innovative development of an exit planning process to help business owners maximise business value and achieve a successful exit.

Craig’s proprietary structure - a Peak Performance Trust - has won the Australia-wide award for the Employee Share Ownership Plan of the year twice in four years.

In November 2018, Craig launched SME Experts in partnership with Mark Bouris’ Mentored on Podcast One and quickly grew the monthly podcast audience to over 26,500 downloads; in October 2019, he released a new podcast focused on medium-sized businesses - Mid-Market Matters.

In July 2021, Craig joined the NSW Committee for STEP (Society of Trust & Estate Practitioners) – focusing on advising families across generations.

Craig has also launched a SaaS platform, Capitaliz (which captures the 21-step process), to assist other advisers internationally deliver advisory services at scale.

In November 2021, Craig was appointed Executive Chairman of NSW Leaders, a business mentoring group for leading NSW businesses.

In July 2022, Craig West received the award of Doctor of Business Administration for his research thesis titled “Examination of the key factors driving business exit options in Australian Small and Medium Enterprises.”

Craig is passionate about encouraging business owners to think strategically, maximise the value of their business and achieve a successful exit.

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