Testimonials - 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 mdavoren@remax.com.au.

Michael Davoren

Managing Director, RE/MAX Australia

Succession Plus came into our business over two years ago. At that stage we had no exit plan in place for two directors who were nearly ready to retire. Succession Plus has been like a backbone for NPG, they have given us valuable guidance and support over this period and make us feel like we can approach retirement comfortably.

Faye Harris

Director NPG Mining

Craig out of all the professional people we have spoken with, you were the only honest up front and practical person who gave me practical and useful advice.

Steve Grlyak

Manufacturing Manager C-Mac Industries

Very informative. A new way of looking at employee retention and productivity

Maximise the Value of your Business

ANU Canberra

Succession Plus have helped our clients with clever and innovative strategies which include how to; attract, lock in and retain key employees, develop an exit plan for the existing owners, develop strategies to increase the profitability of their business and the resulting sale price achieved.

Mark Pinhorn

Director at Hyd Advisory

Enjoyed the casualness of presentations

Greg Boston

Chartered Accountant Camphin Boston

Have seen & recommend Succession Plus’s Employee engagement seminar.

Michael Pascoe

Financial Journalist - Sydney Morning Herald