Success Factors - Succession Plus

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Success Factors

Podcasts

Success Factors

By , May 7, 2020
Andrew Morello

Andrew Morello, Head of Business Development at The Entourage, talks about his passion to help business owners achieve their full potential by providing the right forum and platform. From winning the first season of The Apprentice in Australia to driving one of Australia’s most successful entrepreneurial education groups, Andrew Morello is a passionate, driven entrepreneur. With a family history in small business and a depth of experience, “Morello” knows what it takes to be successful.

Andrew Morello is an awarded entrepreneur, investor, author, and the winner of the first Australian Apprentice. Prior to becoming Head of Business Development at The Entourage, Australia’s largest training institution for entrepreneurs and business owners, Morello spent 10 years alongside Mark Bouris AM building out the Yellow Brick Road Wealth Management branch network nationally.

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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.