Umwelt is an environmental and social consultancy, with over 120 people providing services across the nation. We have worked with Succession Plus for over 10 years, during which time Craig West provided business and succession planning advice, and, Craig and the Succession Plus team guided us through the process of establishing our Employee Share Plan. Our Employee Share Plan is now well established, with 55 (44%) of our team now being ESP participants, expected to grow to 55% of our team participating by the end of 2020. The Succession Plus advice and support during this process has been outstanding, providing timely guidance and insight to our Board and Executive Team, in addition to providing training for our whole team, and maintenance of the ESP process. We are so very pleased to have a growing number of our team thinking and acting like business owners!
We have been working with Succession+ for the past 3 years from a business strategy and mentoring platform, whilst their team have also been establishing our Peak performance trust – team member plan.
Their service and dedication to detail in guiding us through new territory has been first class and provided a positive plan for the businesses success.
We have worked with Craig over the past 4 years to create a succession planning strategy for Hillam Architects and have been impressed with his understanding and knowledge in this area. He has been professional in all his dealings and always made himself available to respond to our questions. We would happily recommend Craig to other practices considering succession planning.
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.
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.
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 firstname.lastname@example.org.
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.
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.
Manufacturing Manager C-Mac Industries
Very informative. A new way of looking at employee retention and productivity
Maximise the Value of your Business
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.
Director at Hyd Advisory
Enjoyed the casualness of presentations
Chartered Accountant Camphin Boston
Have seen & recommend Succession Plus’s Employee engagement seminar.
Financial Journalist - Sydney Morning Herald