CMAC Testimonial Video
Phil Dash- CEO
Clearwater Filter Systems
My business, Clearwater Filter Systems has been working with Craig West from Peak Partners for approximately 5 years, during that time in his role as strategic adviser Craig has helped us successfully position our business for sale. 2 years ago our Succession Planning started when our CFO was introduced as a shareholder in the company, and therefore my partner was able to retire and sell down his equity earlier this year.
We then worked with Craig to identify key prospects for a sale of the entire business and position ourselves to maximise the value we could extract on sale. We have recently completed a sale to a NZ listed company in a very similar business and with very similar goals and beliefs to ourselves.
Craig introduced the opportunity to them, presented the information and managed the negotiation and due diligence stage. We have now sold our business to Just Water in a win-win deal for both parties that now sees me becoming a major shareholder and acting as a director for both Australian and NZ companies as well being able to extract maximum value for the equity in our business.
Craig has project managed this whole process for us and coordinated the various advisers and parties on both sides of the Tasman. He has always acted with professionalism, good judgment and with our best interests at heart. I have no doubt we have had a far more successful succession planning experience, and realised a greater sale value through our involvement with Craig and would highly recommend him.
Nicole Baines
Linked Training Group
Craig’s strength lies not only in knowing the legalities of what could and should be done from a compliance point of view, but more importantly, in seeing what was important to us as partners and people. His expertise runs to areas far outside the scope of every day accounting. I think he is better described as a business strategist who understands people.
Warwick Pelly – Director
Business Momentum Consulting
I have been fortunate enough to incorporate some Succession Plus seminar material into a number of my submissions. The clarity with which this material is delivered has created real value for my clients and provided them with an insight into how to manage the growth of their business and plan for their future.
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