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Adviser Masterclass Series: Employee Share Ownership Plans as a Succession Option


Adviser Masterclass Series: Employee Share Ownership Plans as a Succession Option

By , August 9, 2018

Why an ESOP? What does the research say? How effective are ESOPs? How do you attract retain and motivate key employees? Answers to these questions and more in this masterclass presented by Craig West.

What you can expect to learn:

– How to make employees think and act like business owners.

– How to utilise ESOPs as a business succession and exit planning tool.

– How various types of ESOPs work, how they are taxed and which plan you should use.

– Ladder to equity

– Creating an Ownership Mindset culture


Want more information on ESOPs? Download our whitepaper and our PPT overview document, or arrange a meeting with one of our advisers today.

Craig West

Craig West

CEO | 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.

Succession Plus CEO