Media Contact

Sara Rich
Senior Consultant
Bluechip Communication

M: 0431 032 086   |   P: 02 9018 8600

What's here
  • About Succession Plus
  • Founder's profile
  • Presenter Profile
  • In the Media
  • Press Kit

What We Do

1 Business Valuations
2 Employee Share Ownership Plans
3 Mergers and Acquisitions
4 Keynote Presentations
5 Business Podcasts

Business Succession & Exit Planning Specialists

Succession Plus is entirely focused on designing and implementing successful exit strategies which
achieve the owners goals, release them from the business they have been so heavily invested in (in
blood, sweat and tears) and provide the financial reward they deserve, in what for many is their
greatest asset, but often the most difficult to unlock. Our international partnership is a team of highly
skilled experts who bring a wealth of experience and passion to helping business owners maximise the
value of their businesses and achieve a successful exit.


Craig West, CEO & Founder

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 accounting practices and their clients 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.


Keynote Presenters

Succession Plus are experienced in presenting to groups of all sizes. Over the past 12 years, our educational seminars have been presented to more than 12,000 people in metropolitan and rural areas across Australia, New Zealand, United Kingdom and the US. These programs have been presented to the general public, as well as for a variety of corporate, government, business associations and networking organisations. In addition, we have designed and delivered customised education programs including keynote presentations, half-day workshops and a 6-part webinar series for professional associations of business advisers.


In the Media

  • Lack of 'natural pathway' for generation of advisers

    • The reluctance of business owners to sell their advice firms is leaving a generation of advisers unable to progress, according to Succession Plus.

      Many owners were now working into their advanced years which meant there was “no natural pathway” for younger members of staff to take over the business.

      Speaking to Money Management, chief executive, Craig West, said when advisers did eventually sell-up, they were often skipping a generation in their 50s and going directly to those younger staff in their 30s.

      Read full article.

  • Government Announces Budget Changes to ESOPs.

  • Succession Plus Appoints NowInfinity Founder

    • Succession Plus has announced the appointment of Amreeta Abbott as a shareholder and board member, following the sale of her NowInfinity business for $25 million to Class. Read this story.

  • Business Succession and Exit Planning as Seen on Australian Financial Review

    • One of the most significant transfers of wealth is currently underway throughout the world as baby boomers approach retirement (approx. 5,000 are turning 65 per week in Australia). Read more.

  • Australian Succession Planning Company Celebrating Their Tenth Anniversary

    • Succession Plus, one of Australia’s most forward-thinking and innovative companies is proud to announce that they have recently celebrated ten years in business . The company is actively working on expansion plans, into the United Kingdom. Read this story. 
  • Honest, Early Talk is the Best Start to Family Business Succession

    • Talking about family aspirations may be daunting, but avoiding succession planning puts business, and family harmony, at risk. Learn more.

  • Before a business sale, decisions matter by the millions

    • It can take years to prepare a business for sale. Ben Hurley explains that in the lead up, good decisions really matter. Read full article.

Press Kit

Submit your enquiry here.