Business Succession & Exit Planning for Financial Planning Businesses - Succession Plus

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Business Succession & Exit Planning for Financial Planning Businesses

Webinars

Business Succession & Exit Planning for Financial Planning Businesses

By , May 29, 2020

 

What you’ll learn from this webinar:

Key trends in the Financial Planning Industry

  • Industry profile (size, market, products and services, major players)
  • Industry performance
  • Industry outlook
  • Threats
  • Key success factors

Succession and Exits in Australia

  • Business Succession and Exit Planning
  • Ladder to Equity
  • Employee Share Ownership Plans as a Business Succession Tool
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.