Succession Plus launches Exit Planning Institute Australia and New - Succession Plus

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Succession Plus launches Exit Planning Institute Australia and New

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Succession Plus launches Exit Planning Institute Australia and New

By , March 13, 2011

Succession Plus is pleased to announce that we have founded the Exit Planning Institute, Australian and New Zealand Chapter in conjunction with the Exit Planning Institute in the United States. The Exit Planning Institute® (EPI) is the premiere international membership organisation serving the educational and resource needs of the exit planning profession. Formed in 2005 to bring together business brokers, M&A advisors, accountants, financial planners, lawyers, management consultants and other business advisors, the Exit Planning Institute’s members, include some of the most highly recognized leaders in the industry, who draw upon their combined expertise to better serve the needs of small and mid-sized business owners worldwide. The common thread uniting these different professionals is their commitment to helping clients exit their companies successfully. We look forward to working with EPI here in Australia and New Zealand. For further information on the Exit Planning Institute check out their website – http://www.exit-planning-institute.org/, and keep your eyes on our website and newsletter for further details of our inaugural conference in Sydney in July and other events and membership details.

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.