Craig West

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Craig West is a strategic accountant who has over 20 years’ experience advising business owners. His background as a CPA in public practice, provides invaluable experience in the key issues of concern to business owners and strategies to build, maximise, protect and extract wealth as a business owner.

Following 6 years of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising several NSW accounting practices and their clients on strategic management of taxation 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 business and financial mentor for mid-market business owners and has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection and exit strategies. Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally for Department of Industry, Tourism and Resources, MLC, Institute of Chartered Accountants, Sentry Financial Group, the Exit Planning Institute, the NSW Department of State & Regional Development, NSW Chamber of Commerce and CPA Australia.

In March 2014, Craig was appointed Executive Chairman of the SME Association of Australia, an organisation focused on improving the success of SME’s in Australia and is also the host of My Business radio – a weekly broadcast focused on business.

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 maximise business value and achieve a successful exit.

In 2015 Craig commenced a Doctor of Business Administration on the topic of using Employee Share Ownership plans ( ESOP”s ) as a Business Succession and Exit planning tool. Craig’s proprietary structure – a Peak Performance Trust – has won the Australia wide award for the Employee Share Ownership Plan of the year twice in four years.


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Craig West B.Bus (Mgmt), M. Bus (Acct/Fin), M.Tax Law, CPA, CEPA

  Travels from:
Sydney, Australia

  Contact:
1300 884 485+61295183944

  Specialty Areas:
Economy & Finance Speakers, Change Management Speakers, Speakers


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