Are you planning your business exit for yourself or your potential buyers? That small shift in perspective could increase your chances of a successful exit.

In this episode, Mark Dorman speaks with Dr. Craig West, founder and executive chairman of Succession Plus, on his nine-step exit plan and how he helps business owners achieve their optimal exit strategy. Dr. West shares how Capitaliz revolutionized exit planning and what entrepreneurs should look for when exiting their businesses.

Dr. West discusses: 

• How he entered the exit planning space
  
• The growth of Succession Plus as a business and how it helps clients
  
• His nine steps to successful exit planning
  
• The importance of reducing risk to attract potential buyers 
  
• The creation of Capitaliz, a software solution that streamlines the exit planning process
  
• What is the process and approximately how long it takes to address gaps and issues in a business to increase its value
  
• And more
  

 

Resources:

• Finish Big: How Great Entrepreneurs Exit Their Companies on Top by Bo Burlingham
  
• Exit Like A Boss Podcast
  

Connect with Dr. Craig West:

• LinkedIn: Dr. Craig West
  
• Succession Plus
  
• Capitaliz
  

Connect with Mark Dorman: 

• LinkedIn: Mark Dorman
  
• Legacy Business Advisors
  
• Call: (330) 350-5410
  
• Email Mark: mdorman@dla-team.com
  
• LinkedIn: Legacy Business Advisors
  
• Facebook: Legacy Business Advisors
  

 

About our Guest: 

Craig West is a strategic accountant with over 20 years of experience advising business owners. His background as a CPA in public practice has provided invaluable experience in the key issues of concern to business owners.
Following 6 years of study to gain two master’s degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising on strategic management of taxation issues. This experience formed a strong view that most business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for an exit.