Adviser Masterclass Series: Action Plan - How to help your clients and attract new clients - Succession Plus

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Adviser Masterclass Series: Action Plan – How to help your clients and attract new clients

Webinars

Adviser Masterclass Series: Action Plan – How to help your clients and attract new clients

By , November 8, 2018

In this webinar, Craig West shares how to develop a tailored and practical approach for your practice and your clients, and discusses the four key components to implementing Succession & Exit Planning in your business:

  1. Sales & marketing strategy
  2. Network strategy
  3. Gauging self-knowledge
  4. Product offering strategy.

Missed our recent webinars? Watch the replays here.

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.