Craig West

Financial planning

Understanding the role of private business in a plan

There is an untapped role for financial advisers to help business owners sell their business and understand how that can fit into their retirement plans, according to Suc...

Features

Estate planning not just for clients

While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....

Financial planning

Lockdown lowers adviser business valuation

Advisers looking to sell their business as they exit the industry are likely to have to sell at a lower price than they expected because of the uncertain environment....

Financial planning

Younger staff sets firms up with succession planning

Employing younger advisers can provide a pathway for succession planning as well as help firms fill gaps left by older advisers exiting the industry....

Expert Analysis

Planning for the end

When running an advice practice, writes Craig West, it is prudent to think about how to exit it in the best possible way from the beginning....

Financial planning

Lack of 'natural pathway' for generation of advisers

There is a ‘lost generation’ of advisers unable to progress in their careers as business owners are reluctant to sell up, according to Succession Plus....

People & Products

Succession Plus appoints NowInfinity founder

NowInfinity founder Amreeta Abbott will be a shareholder and board member of Succession Plus, following the sale of her business for $25 million to Class. ...