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Exit Like a Boss: A Comprehensive Guide to Exit Planning


Exit Like a Boss: A Comprehensive Guide to Exit Planning

By , April 12, 2024
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An exit strategy isn’t just about selling your business; it’s a roadmap that shapes your business’s destiny. Whether you’re a seasoned entrepreneur or just starting, this eBook provides essential insights into creating a robust exit plan. Here’s what you’ll discover:

Understanding the Why: Dive into the core purpose of your entrepreneurial journey. Why did you start this business? What problem were you passionate about solving? Reconnect with your mission.

Multifaceted Approach: Explore diverse exit avenues, from private equity sales to IPOs and generational transitions. Each path demands meticulous preparation and strategic thinking.

Legacy and Continuity: Beyond financial rewards, your business legacy matters. Learn how to ensure continuity, leaving a lasting impact on stakeholders, family, and the industry.

Critical Aspects of Exit Planning: Business Readiness: Prepare your business for transition. Manage risks, streamline operations, and empower your team.

Financial Preparedness: Navigate both business and personal finances. Are you ready for retirement or your next venture?

Why Download this eBook?

Expert Insights: Benefit from years of experience distilled into actionable advice.

Practical Strategies: Implement proven exit strategies tailored to your unique situation.

Legacy Building: Secure your business’s future and leave a lasting mark.

Ready to enhance your exit strategy? Tune in to the Exit Like a Boss podcast for more insights to elevate your approach. Listen now to refine your business plan!

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.

Looking to sell your business?
Download our guide on 15 tips for maximising business value.