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Financial Planning Industry and Succession


Financial Planning Industry and Succession

By , May 7, 2020
Philip Volk

Philip Volk owns and operates several businesses – financial planning, coaching and BPO. His 20 years of experience with financial planning firms provides some interesting insights into the industry, its recent challenges and the best strategies for success going forward.

Philip owns and operates Horizons Wealth, a successful financial planning business in Victoria that’s been around for 15 years. He has also coached over 200 advice and accounting businesses and is the co-founder of a successful paraplanning business in Sri Lanka. He has deep experience and insights across the wealth space and has contributed back to his profession through several board positions.

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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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