Exit Insights

Mastering Succession Planning: Key Insights from Dr Craig West


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In this podcast episode, we explore mastering the art of succession planning with our special guest, Dr Craig West, Founder of Succession Plus and Capitaliz.


Craig shares expert insights on how business owners can ensure a smooth transition for their businesses. Key takeaways include aligning personal and business objectives, building a strong team, and addressing common succession planning challenges.


We also discuss the steps necessary to prepare for a business exit and Craig's experience with Capitaliz, an exit planning tool. The importance of early planning and balancing daily operations with exit planning is highlighted. Succession planning is crucial for business owners, and implementing the advice from this episode can help achieve a successful transition.


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Exit InsightsBy Darryl Bates-Brownsword