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Mid-market success story – Umwelt Employee Share Plan


Mid-market success story – Umwelt Employee Share Plan

By , January 30, 2020
Barbara Crossley1

‘For us, the Employee Share Plan succession model was in recognition that Umwelt is nothing without them.’

Using an Employee Share Ownership Plan to attract, retain, motivate and reward key employees has been an important part of Umwelt’s success and is the key to their long-term succession plan. Join MD Barbara Crossley to find out about this mid-market success story.

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Craig West

Craig West

Executive Chairman | 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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