Media Contact
Fiona Harris
Bluechip Communication
E: fiona@bluechipcommunication.com.au
What's here
- About Succession Plus
- Founder's profile
- Presenter Profile
- In the Media
- Press Kit
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Business Valuations
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Employee Share Ownership Plans
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Mergers and Acquisitions
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Keynote Presentations
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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.
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Australian digital platform launches in North America
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A local digital platform has expanded to North America.
On Thursday, Australasian business succession and exit planning advisory firm, Succession Plus, confirmed the news and said that the Capitaliz platform will help North American advisers “unlock untapped value for small to medium-sized businesses”.
Capitaliz enables automatic businesses automation, benchmarking and value enhancement guidance for advisers to deliver successful exits for their clients.
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Younger staff sets firms up with succession planning
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Firms seeking to put a succession plan in place would benefit from hiring younger advisers who will be at the firm for the long-term.
As many advisers left the industry, this was creating gaps that needed to be filled but there was a lack of suitable advisers available. This meant there were opportunities for younger advisers or graduates who were seeking their first role.
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Let’s Talk: What is the best business advice you ever received?
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“Begin with the end in mind, from The 7 Habits of Highly Effective People by Dr. Stephen R. Covey (habit #2). This means making sure each and every decision you make in business gets you closer to your endgame.
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SME valuations hit record high of $1.4 trillion in June with more businesses looking to sell
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Small and medium business valuations hit a record high of $1.4 trillion in June before the latest wave of COVID-19 lockdowns hit businesses across Australia, fresh data from Australia’s biggest succession planning advisory firm shows.
New research by Succession Plus found the total value of Australian SMEs was $1.437 trillion at the end of June, or an average of $605,079 per business. And while owners sat on record values for their businesses, many were looking to sell, with listings up 5.86% since the previous quarter.
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Government releases new draft legislation for employee share schemes
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The Australian government has released exposure draught legislation proposing tax and regulatory changes that will make it easier to implement ESSs.
Employee incentive schemes (ESSs) are used by employers to attract, retain, and motivate employees by issuing shares, share options, interests in shares, or other benefits resulting from shares.
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Balancing the Grind with Craig West
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Check out this interview on Balance the Grind and get to know more about our CEO, Craig West.
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Succession Planning on the Business Excellence Podcast
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Australia has a large number of baby boomer business owners that are currently heading towards or preparing for retirement with no real plan for an exit from their business.
The first thing to do is begin with the end in mind, start to think about – what does my exit look like?
Listen to this podcast to learn more.
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Planning for the end
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Interest in Employee Share Ownership Plans (ESOPs) has increased dramatically in the last 12 months as business owners seek to ensure their workforce is aligned, motivated and focussed amid the disruption to work arrangements brought on by the COVID-19 pandemic.
Learn more from this Money|Management article.
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Lack of 'natural pathway' for generation of advisers
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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.
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