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Business Succession and Exit Planning


Business Succession and Exit Planning

By , January 30, 2020
Scott Patterson1

“We will all exit our businesses at some point. Don’t wait for a catalyst to act. Get in early, be proactive.”

Host Craig West speaks to Succession Plus business partner Scott Patterson about the process and steps that are involved to get business owners ready for a successful exit.

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Craig West

Craig West

Managing Director | Succession Plus

Craig West is a strategic accountant who has over 20 years’ experience advising business owners. His background as a CPA in public practice, provided invaluable experience in the key issues of concern to business owners. Following 6 years of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising on strategic management of tax issues. This experience formed a very strong view that business owners (and often their advisers) were unprepared and unaware of the steps required to prepare a business for exit.

Craig now acts as a strategic mentor for mid-market business owners and has written four critically acclaimed books on employee incentives, succession planning, asset protection and exit strategies. Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally, including adviser education programs for the Institute of Chartered Accountants and CPA Australia.

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