Most owners find out what their business is really worth at the worst possible moment: when someone offers to buy it. Succession Plus exists so that never happens to you.
Founded by Dr Craig West in 2009, Succession Plus has taken 700+ business owners through a successful exit over the past twelve years: sales to third parties, handovers to family, and transitions to the team who built the thing. Advisers operate across Perth, Sydney, Melbourne, Adelaide, Brisbane, Canberra and Hobart, with the model now running in the UK and North America.
The method: five stages, 21 steps
Identify value. Protect it. Maximise it. Unlock it. Manage it. Built from real casework across nearly 800 businesses, not a whiteboard. Every step has a deliverable attached, so you always know where you are and what's next.
The platform: Capitaliz
West turned that casework into software. Capitaliz gives you a live valuation instead of an annual guess, a Value Gap Assessment showing the distance between what your business is worth today and what it could be worth, and a tracked roadmap for closing it. It runs on millions of exit-planning data points across Australia, the UK and the US, so the advice you get is grounded in evidence, not opinion.
Employee Share Ownership Plans
Succession Plus is Australia's most experienced ESOP practice. Real equity for the people who actually run your business, structured properly, tax handled, typically implemented in three to six weeks. It solves two problems at once: it locks in the senior people you can't afford to lose, and it creates a genuine buyer for your business who already knows how it works.
