Succession Planning
Adviser Masterclass Series: Why Succession Planning?
Market research and trends and The Psychology of Succession
One of the largest issues faced by Australian small and medium business owners is dealing with their Business Succession and Exit Planning.
The large numbers of baby-boomers approaching retirement (5,000 people turning 65 in Australia every week) means that those who own businesses need advice and support as they approach this huge milestone, and need to prepare their business, their personal financial situation and their family, employees, clients and suppliers for their exit.
This program has been designed specifically to give advisers the tools and techniques they need to have the right conversations with business owners, guide them thru the process and help them to maximise the value of their business and achieve a successful exit.
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Dr Craig West
Founder & Chairman | Succession Plus
Dr Craig West is a strategic accountant who has over 20 years of experience advising business owners.
With a background as an accountant in practice and two master’s degrees, Craig formed a strong view that the majority of business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for exit. He then designed and documented a unique 21-Step Business Succession and Exit Planning process to assist owners and their advisers in navigating this process.
Craig now acts as a strategic business and financial mentor for mid-market business owners. Craig has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection, and exit strategies. Additionally, he has completed doctoral research on Employee Share Ownership Plans (ESOPs) for succession.
Craig is a Member of the Forbes Business Council where he leverages his extensive experience to contribute valuable insights on helping business leaders navigate the complexities of growing and exiting their businesses.
In April 2024, the Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence.
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