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Exit Like a Boss: A Comprehensive Guide to Exit Planning

eBooks

Exit Like a Boss: A Comprehensive Guide to Exit Planning

By , April 11, 2024
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Crafting an exit strategy is more than just selling your business; it’s about planning for the future. No matter where you are in your business journey, this eBook is your guide to building a strong exit plan. Here’s what you’ll find:

Understand Your Why: Dig deep into why you started your business. What challenges did you want to overcome? Reconnect with your mission.

Explore Different Exits: Learn about various ways to leave your business, like selling to investors or passing it on to family. Each path needs careful planning.

Preserve Your Legacy: Your business means more than money. Discover how to ensure a smooth transition that leaves a mark on everyone involved.

Plan for the Transition: Get your business ready for change. Reduce risks, streamline operations, and empower your team.

Get Finances in Order: Figure out your financial situation, both for your business and personal life. Are you ready for what’s next?

Why Choose this eBook?

Expert Advice: Benefit from years of experience distilled into practical tips.

Tried-and-Tested Strategies: Implement proven exit plans that fit your needs.

Secure Your Legacy: Ensure your business leaves a lasting impact on the industry.

Ready to take your exit strategy to the next level? Tune in to the Exit Like a Boss podcast for more expert insights tailored to your journey. Listen now to refine your 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.