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Succession Plus

Address: Level 3, 50 York Street Sydney CBD NSW 2000

13006654...

http://www.successionplus.com.au

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Business succession, sales and exit planning for business owners who need to understand the drivers to maxmise the value of their business and successfully extract that value.

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...

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Business Hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm
SaturdayClosed
SundayClosed

Our Team Profiles

Craig West Name

Craig West

Position

CEO

Year Joined

2004

Profile

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 SME’s face as they grow – 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 –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 FBA’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.

Linda Sirol Name

Linda Sirol

Position

Partner

Year Joined

2010

Profile

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. Linda’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. . Linda’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 FBA’s NSW Advisers Committee. Linda’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.

Articles

What, Why, When and How of Business Strategic Succession Planning

Strategic Succession Planning

Testimonials

Please note that the following testimonials are collected, supplied and maintained by Succession Plus.

Warwick Pelly , Sydney
I have been fortunate enough to incorporate some Succession Plus seminar material into a number of my submissions. The clarity with which this material is delivered has created real value for my clients and provided them with an insight into how to manage the growth of their business and plan for their future.
Nicole Baines , Castle Hill
Craig’s strength lies not only in knowing the legalities of what could and should be done from a compliance point of view, but more importantly, in seeing what was important to us as partners and people. His expertise runs to areas far outside the scope of every day accounting. I think he is better described as a business strategist who understands people.
Phil Dash Clearwater Filter Systems , Artarmon
My business, Clearwater Filter Systems has been working with Craig West from Peak Partners for approximately 5 years, during that time in his role as strategic adviser Craig has helped us successfully position our business for sale. 2 years ago our Succession Planning started when our CFO was introduced as a shareholder in the company, and therefore my partner was able to retire and sell down his equity earlier this year. We then worked with Craig to identify key prospects for a sale of the entire business and position ourselves to maximise the value we could extract on sale. We have recently completed a sale to a NZ listed company in a very similar business and with very similar goals and beliefs to ourselves. Craig introduced the opportunity to them, presented the information and managed the negotiation and due diligence stage. We have now sold our business to Just Water in a win-win deal for both parties that now sees me becoming a major shareholder and acting as a director for both Australian and NZ companies as well being able to extract maximum value for the equity in our business. Craig has project managed this whole process for us and coordinated the various advisers and parties on both sides of the Tasman. He has always acted with professionalism, good judgment and with our best interests at heart. I have no doubt we have had a far more successful succession planning experience, and realised a greater sale value through our involvement with Craig and would highly recommend him.