New Adelaide Office - Succession Plus

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New Adelaide Office


New Adelaide Office

By , September 20, 2013

Succession Plus is very pleased to advise the addition of an Adelaide office and welcomes Bevan Roberts to our national partnership. CEO Craig West states “the addition of Bevan to the national partnership now means we are represented in four states by well experienced and truly passionate people in the business succession and exit planning space.”

Bevan has a wealth of experience as principal of one of the largest business broking firms in South Australia. He is a graduate of the Australian Institute of Sales and Marketing Executives and the Australian Institute of Company Directors, an Accredited Adviser with Family Business Australia and holds certified business exit planning adviser status with the Exit Planning Institute. He is also a licensed agent and a member of both REISA and AIBB.

Bevan is in his third appointed term as a member of a South Australian Government Advisory Board, The Business Development Council, where he has chaired the Economic and Finance Sub Committee. Company memberships of American Chamber of Commerce in Australia, Australia Israel Chamber of Commerce and the Australia India Business Council along with Franchise Council Australia keep him well informed of national trends and movement. Bevan also regularly presents and writes on “business” to conferences and interested industry groups. Bevan has a passion for business and for the successful transfer of businesses to the next generation of ownership be it from inside a family or externally. Unlocking opportunity is a side benefit of this transaction.Keen to transition into the Succession Plus advisory model with clients Bevan adds “In day to day business I see so many who have failed to plan their exit and as a consequence find their lifestyle choices substantially reduced. Succession Plus has solutions that are both easy to understand and implement, with outstanding results. South Australian Businesses will welcome our appointment to represent this quality concept and programme.”

The business will be officially launched in Adelaide in November at a series of events to be conducted jointly by Craig West and Bevan Roberts.

Craig West

Craig West

Managing Director | 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.