Exit Planning Institute - Find a CEPA

Craig’s practice Succession Plus is Australia's largest Business succession and exit planning firm, with offices in every state. It provides advice and strategy for clients preparing their business and finances for a successful exit. Succession Plus launched into the UK market in 2019, in New Zealand in 2020 and in the USA in 2023.

In October 2014, he was awarded the Exit Planner of the Year at the Exit Planning Institute Annual Conference in Texas, USA, for his innovative development of an exit planning process to help business owners maximize business value and achieve a successful exit.

In July 2022, Craig West received the Doctor of Business Administration award for his research thesis titled,

“Examination of the key factors driving business exit options in Australian Small and Medium Enterprises.” Craig is passionate about encouraging business owners to think strategically, maximize the value of their business and achieve a successful exit.

The Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence in May 2024.

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The Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence in May 2024.

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Stage 1: The Value Maturity Index - Identifying Value

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The Value Acceleration Methodology

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Case Study

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5-4-3-2-1 Whitepaper

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Five Stages of Value Maturity Infographic

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Five Stages of Value Maturity Infographic

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Stage 1: The Value Maturity Index - Identifying Value

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Whitepaper

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Learn how professional advisors help mitigate the risks associates with the..

Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content