Dr Craig West
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Dr Craig West Email & Phone Number

Founder at Capitaliz
Location: Greater Sydney Area, Australia, Australia 14 work roles 4 schools
1 work email found @successionplus.com.au 3 phones found area 141 and 130 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@successionplus.com.au
Direct phone (141) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder
Location
Greater Sydney Area, Australia, Australia
Company size

Who is Dr Craig West? Overview

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Quick answer

Dr Craig West is listed as Founder at Capitaliz, a company with 13 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at successionplus.com.au, phone signal with area code 141, 130, and a matched LinkedIn profile for Dr Craig West.

Dr Craig West previously worked as Executive Chairman at Succession Plus and Non Executive Chairman at Nsw Leaders. Dr Craig West holds Doctor Of Business Administration, Drivers Of Business Succession And Exit Planning Options For Sme Business Owners from Charles Sturt University.

Company email context

Email format at Capitaliz

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*@successionplus.com.au
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AeroLeads found 1 current-domain work email signal for Dr Craig West. Compare company email patterns before reaching out.

Profile bio

About Dr Craig West

Craig West is a strategic accountant with over 25 years of experience advising business owners. Craig is now a strategic mentor for mid-market business owners and has written six critically acclaimed books on employee incentives, succession planning, asset protection, employee ownership and exit strategies. Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally and is a sought-after presenter.Craig’s practice Succession Plus is Australia's largest Business succession and exit planning firm, with offices in every state and operations in NZ, the UK and the USA. It provides advice and strategy for clients preparing their business and finances for a successful exit. 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 maximise business value and achieve a successful exit.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. Over 150 business owners now use this structure to attract, retain, and motivate key employees.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, maximise the value of their business and achieve a successful exit.Craig founded the software platform www.capitaliz.com to assist with business assessment, valuation and value acceleration - this platform is now used by over 250 advisers in eight countries. The underlying algorithm combines financial, non-financial and operational data and benchmarking to value privately owned companies.The Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence in May 2024.

Listed skills include Business Strategy, Entrepreneurship, Succession Planning, Exit Strategies, and 4 others.

Current workplace

Dr Craig West's current company

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Capitaliz
Capitaliz
Founder
Sydney, NSW, AU
Website
Employees
13
AeroLeads page
14 roles · 31 years

Dr Craig West work experience

A career timeline built from the work history available for this profile.

Executive Chairman

Current

Sydney, NSW, AU

In operation for fifteen years, Succession Plus is the largest Business Succession and Exit planning consulting firm in Australia and is entirely focused on designing and implementing successful exit strategies which achieve the owners' goals, release them from the business they have been so heavily invested in and provide the financial reward they.

Apr 2009 - Present

Founder

Current

Denver, Colorado, US

Feb 2021 - Present

Non Executive Chairman

Current

New South Wales Leaders provides a sustainable, dynamic business community that evolves with companies and the challenges they face throughout their journey. Each of our initiatives is purposefully designed to enable companies by providing fresh, relevant and valuable knowledge to achieve success in their personal, professional and business vision. With.

Jan 2022 - Present

Executive Director

Current

Sydney, NSW, AU

Launching in 2011 SME Association of Australia founded to represent and connect small and medium enterprises and help the wider community understand the important role SME's play in Australia's economy.As a not-for-profit association, the company is driven to support and equip small and medium-sized enterprises for success and economic growth and are.

Mar 2014 - Present

Non Executive Chairman

Collingwood, Vic, AU

I2C is a national architecture firm with a turnover of approx. $8mil and 49 staff in 4 states.After consulting to the business for several years, I was invited to implement a corporate governance and reporting structure, including accepting the role as Chairman of the Board. This has seen a substantial financial and performance improvement as well as a far.

Jan 2019 - Mar 2023

Podcast Host

Sydney, NSW, AU

We’re long past chatting VC and inspo-posts about hustling.We’re about building on the success when you’re at mid-market size. Levelling-up and stepping up.The Mid Market Matters business podcast features conversations about real business development for companies that are struggling with their new success. If you have more than a dozen employees or.

Jul 2019 - Jul 2021

Podcaster - Sme Experts

Beverly Hills, California, US

Practical tips to make your business a success. From cyber risk to self-managed super funds, SME Experts covers the topics you need to understand in order to take your business to the next level. Following the success of Mark Bouris' popular podcast series The Mentor, this series is a must listen for any small to medium business owner.SME Experts is.

Nov 2018 - Sep 2019

Mentor - Business Succession And Exit Planning

Darlinghurst, New South Wales, AU

Building the go to place for small business owners to be more successful

Aug 2018 - Aug 2019

Senior Adviser

Peak Partners Pty Ltd

After exiting his successful accounting practice Craig discovered a passion for business succession planning so he decided to form Peak Partners to further explore this.Peak Partners use their expertise in business succession planning to assist business owners in creating a plan to maximise the value of their business and then be able to sell or exit at.

May 2004 - Aug 2009

Ceo

Allstate Partners

After a career in the corporate world in various high-level positions in accountancy, Craig decided to launch his own accounting practice called AllState Partners.In little over 3 years, Craig had grown the team from just him to developing the company into a multi-discipline financial services practice with a turnover in excess of $1.8M.Due to this success.

1999 - 2004 ~5 yrs

Senior

Paramus, New Jersey, US

Managed business clients accounting and taxation needs, including business advisory.

1995 - 1999 ~4 yrs
4 education records

Dr Craig West education

Doctor Of Business Administration, Drivers Of Business Succession And Exit Planning Options For Sme Business Owners

Charles Sturt University

Masters, Taxation Law

University Of Technology Sydney

Masters Of Business, Accounting & Finance

University Of Technology Sydney

Bachelor Of Business, Management

Charles Sturt University
FAQ

Frequently asked questions about Dr Craig West

Quick answers generated from the profile data available on this page.

What company does Dr Craig West work for?

Dr Craig West works for Capitaliz.

What is Dr Craig West's role at Capitaliz?

Dr Craig West is listed as Founder at Capitaliz.

What is Dr Craig West's email address?

AeroLeads has found 1 work email signal at @successionplus.com.au for Dr Craig West at Capitaliz.

What is Dr Craig West's phone number?

AeroLeads has found 3 phone signal(s) with area code 141, 130 for Dr Craig West at Capitaliz.

Where is Dr Craig West based?

Dr Craig West is based in Greater Sydney Area, Australia, Australia while working with Capitaliz.

What companies has Dr Craig West worked for?

Dr Craig West has worked for Capitaliz, Succession Plus, Nsw Leaders, Umwelt Environmental & Social Consultants, and Sme Association Of Australia.

How can I contact Dr Craig West?

You can use AeroLeads to view verified contact signals for Dr Craig West at Capitaliz, including work email, phone, and LinkedIn data when available.

What schools did Dr Craig West attend?

Dr Craig West holds Doctor Of Business Administration, Drivers Of Business Succession And Exit Planning Options For Sme Business Owners from Charles Sturt University.

What skills is Dr Craig West known for?

Dr Craig West is listed with skills including Business Strategy, Entrepreneurship, Succession Planning, Exit Strategies, Management, Mergers And Acquisitions, Business Valuation, and Esop.

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