Digital platform Capitaliz expands into Asia and UK with NSW Government export development programs

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Digital toolkit Capitaliz, created by Succession Plus to help advisers deliver succession planning to SMEs, has been selected to participate in two high-profile NSW Government-funded export development programs, providing access to international markets and a source for future growth. The NSW Going Global Tech to Singapore and Fintech to the UK programs are run by

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Capitaliz builds strong international market traction on back of significant demographic trends

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Australasia’s largest succession and exit planning advisory firm, Succession Plus is building its international presence with Capitaliz, a digital tool designed to service the baby-boomer generation seeking to unlock value in their businesses prior to retirement. Capitaliz was launched in September 2021 following a 2020 capital raise by Succession Plus capital. The launch of Capitaliz

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Sentry supports SMEs through alliance with Succession Plus – first project focuses on ESOP national roadshow

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Sentry Group CEO and Chairman Murray Hills and Succession Plus founder Craig West have announced that the national licensee group and leading business succession and exit planning specialist have teamed together to assist the rapidly escalating need by SMEs for assistance with their retirement and exit objectives. Recent surveys and studies by Swinburne University of

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Exit Planning Institute Awards names Craig West 2014 Exit Planner of the Year

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Succession Plus CEO Craig West was honoured as the recipient of the Peter Christman Exit Planner of the Year award by the Exit Planning Institute (EPI), at the organisation’s 2014 International Conference that brought together practitioners and experts from across the globe to Fort Worth, Texas earlier this month. EPI International President Christopher M Snider,

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Association Chairman announces appointment of Trevor Folsom as new Director to the Board

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SME Association of Australia (SMEA) Chairman Craig West has announced the appointment of Trevor Folsom as a Director of the Association’s Board. In welcoming Trevor Folsom to the SMEA Board Craig West said, “I have been very fortunate to work with Trevor previously and he is exactly the kind of energetic advocate small business owners need. 

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Positive economic sentiment to benefit SMEs business growth and succession prospects

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As stock markets and economic indicators locally and across the globe continue to improve and whispers are getting louder that things are getting better, now is the time for SMEs to plan for the year ahead and especially, for baby boomer business owners to revisit their succession prospects and exit aspirations said Succession Plus CEO

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SMEA survey – Outlook for SME sector strong but ‘anchors’ are holding back growth & Economy

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SME Association of Australia (SMEA) Chairman Craig West yesterday released the findings of an extensive survey conducted by the Association.  The report confirmed that although SMEs are generally upbeat about future prospects they still have concerns regarding many economic and bureaucratic ‘anchors’ that are holding back both the sector and economy. The McNair Ingenuity Research and Stable

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SME association chairman presents survey results to Federal Minister for Small Business

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SME Association of Australia (SMEA) Chairman Craig West met with the Federal Minister for Small Business the Hon Bruce Billson MP at Parliament House Canberra last week to provide him with a personal insight into the results of a soon to be released survey conducted by the Association into the small business sector. West also

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SME Association appoints new CEO and International Ambassador

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SME Association of Australia (SMEA) Chairman Craig West has announced that Greg Kay has been appointed the Association’s new CEO and Dr Caroline Hong the organisation’s International Ambassador. Commenting further on the CEO appointment, Craig West said that Greg Kay brings substantial experience and leadership insight to the role gained through more than 25 years

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SME Association board moves quickly and announces new director appointment

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SME Association of Australia (SMEAA) Chairman Craig West has announced the appointment of award winning business owner, broadcaster and City of Sydney Councillor Ms Angela Vithoulkas to the Association’s recently restructured board as a director. Since the new look board was established under the Chairmanship of Craig West in late February, it has moved quickly

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