Business succession and exit planning. 8 November 2023

STEP NSW Branch invites you to a seminar with Dr Craig West of Succession +.

Topic: Business succession and exit planning - 21-step methodology to maximise business value and achieve a successful exit.

A practical examination of the 21-step process that we have used with over 700 business owners to help them identify, protect, maximise and extract the value of their privately owned business. Examination of real client examples in identifying business value, steps to increase and improve value (including decreasing risk) and critical aspects of exit strategies (sale, ESOP and other options).

This is an online-only event.

For further information or assistance, please contact [email protected]

Please note: The link to join the live stream will be sent to each ticket holder via email two hours before this event through the Eventbrite system.

Important reminder: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within seven days of the seminar.

Speaker | Succession +

• Dr Craig West, CEO & Founder

Dr Craig West is a strategic accountant with over 20 years of experience advising business owners. His background as a CPA in public practice has provided invaluable experience in the key issues of concern to business owners. Following 6 years of study to gain two master's degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising on strategic management of taxation issues. This experience formed a strong view that most business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for an exit.

Craig now acts as a strategic business and financial mentor for mid-market business owners and has written four critically acclaimed books educating business owners 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 CAANZ, Family Business Australia, IOOF, Macquarie bank and CPA Australia, and is a sought-after presenter.