M.Tax Law, M. Bus (Acct/Fin), B.Bus (Mgmt), CPA – Partner
Craig West is a strategic accountant who has built a SPECIALISED ADVISORY PRACTICE focused on small business owners to help them face the four key strategic issues that SME’s face as they grow – Raising Capital, Building Equity, Protecting that equity and extracting the value you have built when you exit.
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Dip & Adv Dip FS (FP), Bus. Comp UNSW
Peter joins Succession Plus Financial Services as an experienced financial planner with a background in advising business owners.
Peter’s previous roles involved running his own successful financial planning business and integrating his business into and building the Financial Planning division of a medium sized Sydney accounting firm who specialised in working with SME’s.
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GAICD, B. Eng ( Civil )
In her role as a trusted advisor, Linda gives business owners the guidance, support and direction they need to build a more valuable business, and to achieve their vision of growth, succession or exit. The advice that Linda gives her clients is based on a track record of successfully achieving growth and establishing start-ups, having spent more than 10 years in consulting, advisory, director, GM, CEO and project delivery roles in established businesses, start-ups and government. Linda has also been instrumental in capital raisings totalling $11m.
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Cert IV in workplace training, Member of International Business Coaching Institute, Certified behavioural coach DISC / Flippen
Master Business Coach with Business Coaching Centre & Succession Plus, Steven Kay has proven himself as one of the world’s leading business trainers. One of Action’s most experienced coaches, Steven has won numerous awards, including NSW Business Coach of the Year 2003/4, NSW Team Player of the Year 2004/5 and Australasian Coach of the Year 2005/6. Steven has consistently won these honors in a field of up to 500 of his peers. Steven’s experience and expertise comes from fifteen years of national and international management in retail, manufacture, wholesale and distribution.
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