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Success Factors

Podcasts

Success Factors

By , May 7, 2020
daniel murray

Andrew Morello, Head of Business Development at The Entourage, talks about his passion to help business owners achieve their full potential by providing the right forum and platform. From winning the first season of The Apprentice in Australia to driving one of Australia’s most successful entrepreneurial education groups, Andrew Morello is a passionate, driven entrepreneur. With a family history in small business and a depth of experience, “Morello” knows what it takes to be successful.

Andrew Morello is an awarded entrepreneur, investor, author, and the winner of the first Australian Apprentice. Prior to becoming Head of Business Development at The Entourage, Australia’s largest training institution for entrepreneurs and business owners, Morello spent 10 years alongside Mark Bouris AM building out the Yellow Brick Road Wealth Management branch network nationally.

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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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