Adviser Masterclass Series: Family Business Succession

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Adviser Masterclass Series: Family Business Succession

Succession and Exit

Adviser Masterclass Series: Family Business Succession

By , June 14, 2018

Our CEO, Craig West, shares the latest survey that measures the succession readiness as well as the important areas that impact the growth, performance, governance and transition of Australian family businesses.

Want to learn more about preparing your family business for succession? Get in touch with one of our advisers today.


Missed our past webinars? Check them out here.

"There often seems to be nothing scientific about the management of a family company. Much of what goes on is rooted in emotion, and succession is the most emotional issue of all. Business professors hate this kind of situation; psychiatrists thrive on it. - Gordon Pitts "

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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.

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