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Adviser Masterclass Series: Why Succession Planning?


Adviser Masterclass Series: Why Succession Planning?

By , February 20, 2018

Market research and trends and The Psychology of Succession

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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.

Want to join our next live session?

Click here to register and find out more.

Craig West

Craig West

Executive Chairman | Succession Plus

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 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.

Craig now acts as a strategic mentor for mid-market business owners and has written four critically acclaimed books on employee incentives, succession planning, asset protection and exit strategies. Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally, including adviser education programs for the Institute of Chartered Accountants and CPA Australia.

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