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Clarion – Succession Model for Financial Services

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Clarion – Succession Model for Financial Services

By , June 29, 2020
Alan Rich

Alan Rich has operated his own business strategy and mentoring business with a great number of clients in financial services since 2003. This experience led to the creation of Clarion Group whose business model is to buy into and closely manage for growth, financial services businesses throughout Australia. In this session, Alan talks about Clarion’s Hub & Spoke growth model that focusses on buying into financial services firms, creating a workable and successful client referral programs, growing those businesses, and obtaining significant value uplift for the business owners.

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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.