Succession Plus Profile

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Succession Plus is a boutique consulting and advisory firm for mid-market businesses. We combine our deep expertise in Strategic Business Succession and Exit Planning along with 10 years of experience in value maximization, exit planning, sale of business and Employee Share Ownership Plan. We have developed a suite of tools and resources with unique Intellectual Property and processes to help business owners maximize the value contained within their businesses and achieve a successful exit.
Succession Plus also partners with other business, accounting, financial, and legal advisors who are looking to expand their value offering to business clients through succession planning tools.

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ExperienceCraig is a strategic accountant who has over 20 years’ 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 yrs of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising on strategic management of taxation issues. This experience formed a very strong view that the majority of business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for an exit.