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Craig West
Works at Succession Plus
Attended East Hills Boys High School
Lives in Sydney
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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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Too good to miss !
SME Association releases Christmas Bonus with 100,000 Qantas Aquire points competition for new members. Join the SME Association of Australia during December for the chance to win 100,000 Aquire Points as well as package of bonus offers from sponsors and partners. - PR12515434
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Craig West

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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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Business Succession and Exit planning workshops for small business owners
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Craig West

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Succession Planning Day 2016 launch for Australian Business Owners. Succession Plus CEO and Founder Craig West officially launched the Succession Planning Day 2016 series in February 2016, targeted at business owners who need help and guidance in maximising the value of their business and achieving a successful exit. - PR12513498
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People
Have him in circles
399 people
Trevor Jarrett's profile photo
Monirul Khan Haidher's profile photo
Lilian Koskei's profile photo
Amanda Mallia's profile photo
Eagle Waves Radio's profile photo
Mark Chapman's profile photo
File-It Pty Ltd's profile photo
Jeremy Kinross's profile photo
Uwinatozshop'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
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Sydney