Dr Craig West

Dr Craig West Email and Phone Number

Founder @ Capitaliz
Sydney, NSW, AU
Dr Craig West's Location
Greater Sydney Area, Australia, Australia
Dr Craig West's Contact Details

Dr Craig West personal email

n/a
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.

Dr Craig West's Current Company Details
Capitaliz

Capitaliz

View
Founder
Sydney, NSW, AU
Website:
capitaliz.com
Employees:
13
Dr Craig West Work Experience Details
  • Capitaliz
    Founder
    Capitaliz
    Sydney, Nsw, Au
  • Succession Plus
    Executive Chairman
    Succession Plus Apr 2009 - Present
    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 deserve. Succession Plus has a team of highly skilled experts who bring a wealth of experience and passion to help clients maximise the value of your business and achieve a successful exit. As founder and Chairman of the company, Craig's main focus is the strategic direction of the company.
  • Capitaliz
    Founder
    Capitaliz Feb 2021 - Present
    Denver, Colorado, Us
  • Nsw Leaders
    Non Executive Chairman
    Nsw Leaders Jan 2022 - Present
    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 access to local, national and international reciprocal networks, Leaders creates opportunities that lead to prosperous outcomes for all involved.
  • Umwelt Environmental & Social Consultants
    Non Executive Chairman
    Umwelt Environmental & Social Consultants Dec 2017 - Present
    Teralba, Nsw, Au
  • Sme Association Of Australia
    Executive Director
    Sme Association Of Australia Mar 2014 - Present
    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 committed to our Vision of “Prosperity for Australia through successful SMEs.”Craig was appointed in 2014 as the Executive Chairman due to his passion, contacts and expertise within SME’s in Australia. He focuses on representing and steering the organisation through various initiatives that are launched.
  • Step – Advising Families Across Generations
    Nsw Committee Member
    Step – Advising Families Across Generations Jul 2021 - Jul 2023
    London, Gb
  • I2C Architects
    Non Executive Chairman
    I2C Architects Jan 2019 - Mar 2023
    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 more disciplined approach to strategic planning, management reporting and staff engagement.
  • Mid Market Matters
    Podcast Host
    Mid Market Matters Jul 2019 - Jul 2021
    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 $2million to $100million in revenue, this show is for you.How do you stay on top of a growing, evolving business?Now you’re employing more staff and your turnover has grown, what’s next?Succession expert Craig West hosts conversations for leaders and managers who want to level up their team, operations, and sales. And yes, you’ll get an action item with every episode.Fun FactMid-sized businesses are responsible for creating over 30% of total revenue and a third of the total employment in the country. Impressive, especially considering that they only make up around 5% of all entities on business registers.From building a board of directors to implementing new technology and due diligence – as the business grows the stakes raise with it. We’ll raise your skills to meet the challenge. Success is just the start. Welcome to the club.
  • Podcastone
    Podcaster - Sme Experts
    Podcastone Nov 2018 - Sep 2019
    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 supported by a complete set of additional templates and checklists available at Mentored.com.au in our resources area.Host Craig West is a strategic accountant with over 20 years' experience advising business owners. Craig is passionate about helping business owners achieve the success they deserve. Craig has written four critically acclaimed books on employee incentives, succession planning, asset protection and exit strategies.
  • Mentored With Mark Bouris
    Mentor - Business Succession And Exit Planning
    Mentored With Mark Bouris Aug 2018 - Aug 2019
    Darlinghurst, New South Wales, Au
    Building the go to place for small business owners to be more successful
  • Peak Partners Pty Ltd
    Senior Adviser
    Peak Partners Pty Ltd May 2004 - Aug 2009
    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 the right time.After a number of years there, Craig decided to launch his own Succession Planning firm called Succession Plus leveraging the learnings from the 5 years experience with Peak Partners.
  • Allstate Partners
    Ceo
    Allstate Partners 1999 - 2004
    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 and growth, AllState Partners was then acquired by a larger organisation.
  • Mgi Wamstekers
    Senior
    Mgi Wamstekers 1995 - 1999
    Paramus, New Jersey, Us
    Managed business clients accounting and taxation needs, including business advisory.

Dr Craig West Skills

Business Strategy Entrepreneurship Succession Planning Exit Strategies Management Mergers And Acquisitions Business Valuation Esop

Dr Craig West Education Details

  • Charles Sturt University
    Charles Sturt University
    Drivers Of Business Succession And Exit Planning Options For Sme Business Owners
  • University Of Technology Sydney
    University Of Technology Sydney
    Taxation Law
  • University Of Technology Sydney
    University Of Technology Sydney
    Accounting & Finance
  • Charles Sturt University
    Charles Sturt University
    Management

Frequently Asked Questions about Dr Craig West

What company does Dr Craig West work for?

Dr Craig West works for Capitaliz

What is Dr Craig West's role at the current company?

Dr Craig West's current role is Founder.

What is Dr Craig West's email address?

Dr Craig West's email address is cw****@****.com.au

What is Dr Craig West's direct phone number?

Dr Craig West's direct phone number is +614184*****

What schools did Dr Craig West attend?

Dr Craig West attended Charles Sturt University, University Of Technology Sydney, University Of Technology Sydney, Charles Sturt University.

What are some of Dr Craig West's interests?

Dr Craig West has interest in Children, Arts And Culture, Education, Economic Empowerment.

What skills is Dr Craig West known for?

Dr Craig West has skills like Business Strategy, Entrepreneurship, Succession Planning, Exit Strategies, Management, Mergers And Acquisitions, Business Valuation, Esop.

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