Exit Planning Summit speaker craig west

Learning Lab

Craig West

Founder, Capitaliz

Craig is a strategic accountant who has over 25 years of experience advising business owners, based on his background as a CPA in public practice.

Session: Capitaliz – the market doesn’t determine the value of your business you do

About Craig

Craig West is a strategic accountant who has over 25 years’ experience advising business owners, based on his background as a CPA in public practice. 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 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, IOOF and CPA Australia.

Craig’s practice Succession Plus is the largest Business succession and exit planning firm in Australia, with offices in every state and provides advice and strategy for clients looking to prepare their business for a successful exit. Succession Plus launched into the UK market during 2019 and into New Zealand in 2020

In March 2014, Craig was appointed Executive Chairman of the SME Association of Australia, Australia’s largest small business organization representing over 300,000 business owners. In October 2014, he was awarded the Exit Planner of the Year at the Exit Planning Institute Annual Conference in Texas USA, as a result of his innovative development of an exit planning process to help business owners maximize business value and achieve a successful exit.

During 2015, Craig commenced Doctoral studies on the topic of using Employee Share Ownership Plans (ESOP’s) as a Business Succession and Exit

Exit Planning Summit Partner Capitaliz