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Financial Strategies for Business Owners


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

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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