Modules - Succession Plus

Which Employee Share Ownership Plan is right for your business? Watch our Free Webinar 

Craig presented an informative, practical session on Succession and Exit Planning at the Institute of Chartered Accountants Australia’s Public Practitioners Conference. These sessions were extremely well received, leaving plenty for our members to think about in their own practices and also how they can provide succession planning advice to their clients. Furthermore, Craig’s six-part webinar series left members of the Institute of Chartered Accountants Australia thrilled with not only Craig’s knowledge and enthusiasm but his willingness to assist them after each session. Based on the feedback collected from attendees, we noted the overall satisfaction rating was 96% - at the very top end of our scale.

Emma McWhannell

Institute of Chartered Accountants Australia

“Craig West recently spoke at the Real Estate Leadership Conference on Hamilton Island. He addressed over 150 of Australia’s leading real estate principals and really impressed the entire audience. Craig has the unique gift of being highly engaging and delivering an enormous amount of solid take home value. I know many of the delegates walked away rethinking their entire financial structure and succession plans for their businesses. Finding great speakers that entertain and offer lots of business changing content are hard to find and we will definitely have Craig back again. He was a pleasure to work with and took a lot of time prior to the event to understand the audience and what they wanted to hear. His presentation absolutely hit the mark in every way. He would be a hit at any conference and I can’t recommend him highly enough”.

Leanne Howard

Head of Growth and Client Engagement, Real Estate Results

As both a franchisor (who regularly refers franchisees) and a private client of Succession Plus, I can genuinely recommend their services. We recently involved Succession Plus in a process to help us with restructuring our ownership and management succession. The result has taken a lot of pressure on the business through de-risking and growth strategies. Should you wish to talk to me directly regarding this statement, feel free to contact me at +61403571571 or

Michael Davoren

Managing Director, RE/MAX Australia

General Practice Plus would like to thank Michael Vincent and the team at Succession Plus for assisting us with a business valuation, succession planning and strategic plan development. The Business Valuation was very detailed and accepted by the banks and the succession planning process went smoothly. Michael's insights into business growth and longer term business positioning helped guide our strategic planning process and we are currently on track to meet our targets. We would recommend Michael and the services of Succession Plus.

Richard Ralph

Managing Director, General Practice Plus

How do I attract, retain and motivate key employees?

In the sixth issue of Families and Business Magazine, Craig West shares why employees leave and why attracting, retaining and motivating staff has now become an important issue for business owners.

How to Merge Business & Family Successfully

Craig advises family businesses in particular to work at any strategy and planning decisions, with a clear understanding of how and why they are making particular decisions. Family business owner roles can cut across owner, parent, employer and/or employee. So it’s about putting your hat on and saying, ‘Well actually as a business owner, I’m making this decision; as a family member it’s something different.’

Preparing for the ‘Known Unknowns’

This episode will have Craig West explaining about how best to plan for the unknown and manage some of the challenges not only family businesses, but all small businesses face in a disruptive market.

How to Future-proof Your Business

Succession Plus Founder and Chief Executive Craig West says while there are certain issues particular to family businesses, the lessons they can learn are universal: face disruptive market forces head on; have a plan for the worst case scenario, and learn to recognise the motivations driving decision making in the business.

Succession Planning Focus at Orman Solicitors

Planning for the future when it comes to business, farming and your estate is one of the most important plans to be made and shouldn’t be taken lightly. Succession planning will ensure the future of a business owner’s or farmer’s greatest asset. Wagga solicitor Maggie Orman is passionate about helping farmers and business owners implement a plan to ensure future success.