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Craig West
Works at Succession Plus
Attended East Hills Boys High School
Lives in Sydney
415 followers|9,714 views
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Craig West

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Too many broker succession plans are being delayed because business owners don't want to acknowledge the 'morbid reality' of their own mortality.
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Craig West

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Too many broker succession plans are being delayed because business owners don't want to acknowledge the 'morbid reality' of their own mortality.
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Craig West

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Craig West is a strategic business and financial mentor. Craig conducts seminars and keynotes to Australian businesses. Call 1300 884 485
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Craig West

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Exit Coach radio - Interview with Bill Black at the Exit Planning Institute conference #Business Succession and Exit planning #sme #succession 
Exit Coach 20M Interivew: The Impact of Exit Panning - Craig West: Oct 19th,2014. PLAY. Host: Bill Black. Audio library: www.ExitCoachRadio.com. Craig West discusses the impact exit planners can have by helping prepare financial, business, and personal matters.
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Great interview Craig..!
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Craig West

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Financial advisers assessing their succession plans are more frequently seeking to introduce employee share plans as part of their exit strategies,...
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ESOP model using Peak Performance Trust to align business owners and employees.
A peak performance trust (PPT) can be the most efficient structure to facilitate an employee share scheme as it allows the employer more effective ...
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Craig West

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Too many broker succession plans are being delayed because business owners don't want to acknowledge the 'morbid reality' of their own mortality.
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Craig West

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Insurance Broking

There are a number of key trends which owners of Insurance Broking Businesses can focus on to be successful, this Whitepaper focuses on recent developments in Mergers & Acquisitions, valuation, prominent risks and opportunities, with special reference to use of an Employee Share Ownership Plan as a Business Succession & Exit Planning tool.
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Craig West

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Marketing and Events Specialist Succession Plus Succession Plus is an industry leading boutique consultancy specialising in Business Exit and Succession Planning. We are seeking an experienced and motivated marketing and events specialist to optimise Succession Plus marketing programs. Major driving factor will be to engage the data base and social media network to build our brand, develop our online presence, increase awareness and drive eve...
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Craig West

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Speak to anyone with experience in succession planning and they will tell you the same thing; to maximise the value of your business you need to plan your exit well ahead of time. Rather than beginning once you reach a benchmark age, a succession plan needs to be developed when you’re at your peak and have the energy to make necessary changes to the business. Succession Plus CEO Craig West says: “The most successful succession …
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Craig West
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“Begin with the end in mind” If you want to have a successful enterprise, you clearly define what you’re trying to accomplish … the extent to which you begin with the end in mind often determines whether or not you are able to create a successful enterprise. Stephen R Covey The 7 Habits of Highly Effective People “Having an exit strategy is the ball game for any entrepreneur.” The idea is simply to build, grow and sell – whether sell ...
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Have him in circles
415 people
buythebusiness.com.au™'s profile photo
Team Wired's profile photo
Donna Pace's profile photo
Jeremy Kinross's profile photo
Bevan Roberts's profile photo
Boris Biskupic's profile photo
Huong Lan's profile photo
Kathryn Wicks's profile photo
Freda Moah's profile photo
Education
  • East Hills Boys High School
    1980 - 1985
Basic Information
Gender
Male
Story
Tagline
Craig West is Australia's leading expert on Business Succession and Exit planning and Exec. Chairman of SME Association of Australia.
Introduction
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 yrs of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising several NSW accounting practices and their clients on strategic management of taxation 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 business and financial mentor for mid-market business owners and has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection and exit strategies. 

Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally for Department of Industry, Tourism and Resources, MLC, Institute of Chartered Accountants, Sentry Financial Group, the Exit Planning Institute, the NSW Department of State & Regional Development, NSW Chamber of Commerce and CPA Australia.

Craig’s practice Succession Plus is the largest Business succession and exit planning firm in Australia & has recently commenced operations in the USA & provides mentoring, advice and strategy for clients looking to prepare their business for a successful exit. Craig is the President of the Australian Chapter of The Exit Planning Institute as well as sitting on the board of EPI in the USA and is currently working on a PhD in Business Succession and Exit Planning.

In March 2014, Craig was appointed Executive Chairman of the SME Association of Australia, an organisation focused on improving the success of SME’s in Australia & is also the host of My Business radio–a weekly broadcast focused on business.

In September 2014 Craig was awarded International Exit Planner of the Year.
Work
Occupation
Assist business owners maximise the value of their business and achieve a successful exit.
Skills
CPA, Registered tax agent, business broker, business valuation, Employee Share Ownership Plans
Employment
  • Succession Plus
    CEO / Founder, 2007 - present
Places
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Currently
Sydney