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Financial Strategies for Business Owners

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Financial Strategies for Business Owners

By , July 6, 2020
Brooke Berry

Brooke Berry, Financial Adviser at Agilis Accountants, is dedicated to helping clients feel empowered and in control of their financial life. In this episode, she shares her work on providing growth strategies and helping business owners manage their funds and protect their assets, and how business owners can overcome the fear of letting go of their business and feel in control of navigating retirement.

Brooke had a successful 16-year career in the corporate sector and her last role was working as a Business Development Manager in Funds Management. She was responsible for the distribution of an extensive suite of superannuation and investment products. However, possessing a sense of unwavering integrity in everything that she does fueled her drive to leave the corporate world where she established an independent professional development event called The Investment Committee for the professional adviser community.

Brooke holds a Diploma in Financial Planning (Kaplan) and a Graduate Certificate in Applied Finance (QUT). She is now working on obtaining her Master of Financial Planning at Griffith University.

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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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