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Raising funds in the mid-market


Raising funds in the mid-market

By , October 17, 2019
Joseph Healy 2

Host Craig West speaks to CEO of Judo Bank, Joseph Healy, about a new offering medium businesses can take advantage of and how to prepare for approaching a bank for financing.

A career international banker, Joseph has held executive positions at NAB, ANZ, CIBC World Markets, Citibank and Lloyds Bank. As Group Executive/Divisional CEO, NAB Business Banking 2008-14, Joseph was responsible for leading Australia’s largest and most profitable Business Bank and SME franchise.

A member of the Chartered Institute of Bankers in Scotland Joseph has authored two books: ‘Corporate Governance & Shareholder Wealth Creation’ (2003) and ‘Chinese Firms Going Global – Can They Succeed (2018). A third book, ‘Breaking the Banks – What went wrong with Australia’s banking’ is out November 2019. Joseph is an Adjunct Professor at the University of Queensland Business School and was a member of the expert panel advising the Deans of Australian Universities.

Judo Bank has released the SME Insights Report that independently interviewed 1,750 SMEs on their experiences when it comes to financing their businesses. Specifically, we sought to qualify the credit gap, which has increased by 9% in a 12mth period to $90bn. We also measure trust in banks which has plummeted further in 12mth to a dismal 2.4/10. All of this and more is found in the report.

View the report

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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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