Succession Planning is actually about putting in place a strategic business plan for your business which allows you outline your business and personal goals and relates directly to your ability as a business owner to extract the maximum amount of value from your business when you exit, to provide...Read More...
M.Tax Law, M. Bus (Acct/Fin), B.Bus (Mgmt), CPA Craig West is a strategic accountant who has built a specialised advisory practice focused on small business owners to help them face the four key strategic issues that SMEâ€™s face as they grow â€“ raising capital, building equity, protecting that equity and extracting the value you have built when you exit. Craig is a CPA and has been advising businesses in management, taxation and accounting issues for over 15 years. He specialises in business structuring and succession planning and has had extensive experience working with clients to improve their financial performance â€“with proven results. Craig has conducted numerous seminars and presentations throughout Australia for Department of Industry, Tourism and Resources, MLC, L J Hooker, the NSW Department of State & Regional Development, NSW Chamber of Commerce and CPA Australia. Craig is an accredited adviser with Family Business Australia as well as sitting on FBAâ€™s NSW advisers committee. Craig has appeared as an expert adviser with a weekly segment on the Alan Jones breakfast radio program in Sydney and was a founding member of Thought Leaders. Craig acts as a strategic business and financial mentor for business owners and has written three critically acclaimed books educating business owners on employee incentives, succession planning and asset protection and has recently been invited to complete a PhD in Business Succession Planning at Deakin University in Melbourne and is the President of the Australian Chapter of the Exit Planning Institute, and one of only five people in Australia accredited as a certified exit planning adviser.
GAICD, B. Eng. (Civil) In her role as a trusted advisor, Linda gives business owners the guidance, support and direction they need to build a more valuable business, and to achieve their vision of growth, succession or exit. Linda has many years of experience working with owners to make their business more efficient, profitable and less reliant on their day-to-day involvement. Linda has achieved these outcomes through mentoring and coaching business owners and their key people. Lindaâ€™s specialisations in business structuring, building an effective board, strategy execution, reporting, process systemisation and leadership development are highly valued by her clients. The advice that Linda gives her clients is based on a track record of successfully achieving growth in established businesses and leading start-up business in key roles as the CEO, General Manager and Director of several enterprises. In relation to these businesses, Linda was also instrumental in achieving capital raisings totalling $11m. Her direct experience in leadership, consulting, advisory and project delivery roles in private and government organisations exceeds 10 years. In this time, Linda has gained insight across of range of industries including clean-tech, recycling, manufacturing, minerals processing, environment, professional services and retail. . Lindaâ€™s board advisory expertise is strengthened by her qualifications as a graduate of the nationally recognised and revered Company Directors Course and through her ongoing membership with the Australian Institute of Company Directors. Linda is also an adviser member with Family Business Australia and sits on the FBAâ€™s NSW Advisers Committee. Lindaâ€™s formal engineering qualifications also provide a disciplined and systemised approach to business management as well as significant experience in process engineering and workflow efficiency.
Strategic Succession Planning
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