Business Succession and Exit Planning for Financial Planning Businesses

By Dr Craig West, August 30, 2024

Discover the Latest Trends in Financial Planning

Download our exclusive whitepaper on Business Succession and Exit Planning for Financial Planning Businesses, featuring the latest trends and strategies in the industry.

What’s Inside:

Succession & Exits in Australia: Understand the current landscape and how to navigate it effectively.
Financial Planning: Learn about the key services and advice that can help you meet your long-term goals.
Baby Boomers: Discover the impact of this generation on the financial planning industry and how to cater to their needs.
Industry Profile: Get detailed statistics and performance metrics to benchmark your business.
Emerging Business Risks: Identify potential risks and how to mitigate them.
Employee Share Ownership Plans: Explore the strategic advantages of employee ownership.

Why Download?

Gain knowledge from industry leaders and experts.
Implement practical advice to improve your business operations.
Keep up with the latest trends and innovations in financial planning.

Fill out the form to download your FREE copy.

Get in touch for more insights into this research or to learn more about getting your financial planning business ready for succession or exit.

Dr Craig West

Founder & Chairman | Succession Plus

Dr Craig West is a strategic accountant who has over 20 years of experience advising business owners.

With a background as an accountant in practice and two master’s degrees, Craig formed a strong view that the majority of business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for exit. He then designed and documented a unique 21-Step Business Succession and Exit Planning process to assist owners and their advisers in navigating this process.

Craig now acts as a strategic business and financial mentor for mid-market business owners. Craig has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection, and exit strategies. Additionally, he has completed doctoral research on Employee Share Ownership Plans (ESOPs) for succession.

Craig is a Member of the Forbes Business Council where he leverages his extensive experience to contribute valuable insights on helping business leaders navigate the complexities of growing and exiting their businesses.

In April 2024, the Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence.