The Strategy of Succession Planning with Craig West
Safe Space with Francesco Lombardo
Release Date: 06/12/2019
Continuing and Growing Family Business with Ron Shon
Safe Space with Francesco Lombardo
The Shon Group of Companies is a family office with investments in real estate, technology, venture capital and natural resources. Ron Is also Founding Managing partner of REDDS Venture Investment Partners, a venture capital group which empowers disruptive start-ups that scale world wide and have billion dollar plus potential through team building, global business development, financing and mentoring. He serves as Chairman of Healthchain Inc., one of the REDDS portfolio companies which has developed Canada's first electronic prescribing (e-prescribing) software and other medication management...
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Getting Clear on Your Purpose in Family Business with Carlos Arbesú
Safe Space with Francesco Lombardo
Carlos Arbesú is a well established Professor and Advisor in the Family Enterprise space. Carlos has developed over 60 government systems and / or family protocols to Spanish and Latin American business families. He is a regular speaker and teacher in family institutes globally and a partner and collaborator of Prof. Miguel Angel Gallo at Family Business Consulting Spain. Carlos has a long line of publications and experiences in government across the board. This episode is chock full of incredible family business information. Make sure to connect with Carlos on Twitter: CarlosAbresu and...
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Changing the Culture and Face of Asset Management with James Benedict
Safe Space with Francesco Lombardo
James is a Co-Founder of Left Tackle Capital. Left Tackle Capital’s (LTC) mission is to change the demographics and culture of asset management. Prior to co-founding Left Tackle Capital, James was a partner with Kidd & Company (KCO), a family office direct investment firm which consistently generated world-class investment returns. James serves on the NextPhase Medical Devices & Colerain Family RV board of directors and is an observer on the Logistyx Technologies board of directors. Prior to joining KCO, he was Senior Managing Director and Chief Talent Officer at Spencer...
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Building a Trusted Family with Edouard Thijssen
Safe Space with Francesco Lombardo
Edouard Thijssen is a next generation member from a multigenerational business family from Belgium, and co-founder and CEO of Trusted Family. Edouard developed a mobile app and online platform to improve Board, Shareholder and Family governance for his family business & office. He then turned his idea into a business called Trusted Family, and his platform is now used every month by over 5000 family business and family office members around the world. Edouard is a 2007 graduate of the Solvay Business School. He has also completed the Leading the Family Business program at IMD,...
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How to Engage Family Before It's Too Late with Matthew Andrade
Safe Space with Francesco Lombardo
Matthew Andrade is the Managing Director, Public Investments at the Werklund Family Office, the family office for David Werklund. He is primarily responsible for the public equities, tradable debt and derivatives portfolio with additional responsibilities for various private equity files and new venture evaluation. Prior to joining Werklund Capital Matthew was the Chief Investment Officer for a multi-family office based in Calgary. In this role, Matthew was responsible for investment oversight of the various families’ holdings on both a public and private basis. He also...
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The Awesome Music Project with Terry Stuart
Safe Space with Francesco Lombardo
Terry Stuart is the Chief Innovation Officer at Deloitte with a keen personal interest in mental health and the healing power of music. Growing up on a dairy farm in Simcoe, Ontario, Stuart’s love for music was kindled by his mother, Cynthia, whose encouragement through piano lessons, playing in bands and choirs, and trips to the symphony sparked the musical fire within. An inspiring music teacher, Hugh McArthur, helped build on his passion. Two years DJing in Wales at the United World College of the Atlantic fanned the flames as Stuart gained an appreciation for global music from his...
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The Importance of Physical, Mental, and Emotional Health with Dr. Bryn Hyndman
Safe Space with Francesco Lombardo
Dr. Bryn became a wellness enthusiast at age 23 and enrolled in naturopathic school. Soon after graduating as a naturopathic doctor Dr. Bryn felt a calling to become a holistic medical doctor and entered medical school. She completed her residency in family medicine in 2014 and has been practising in Vancouver, Canada ever since. As the parent of 7 year old twin boys, the inspiration to be at her best physically, mentally and emotionally was quickly realized. The purpose behind this realization was so that she could fulfill her purpose and nurture the health of individuals and their families....
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The Evolution of Women in Family Business with Susanne Bransgrove.
Safe Space with Francesco Lombardo
Susanne Bransgrove, one of the directors of Liquidgold Consultants, is known for her passion for supporting Families in Business manage the complexities of balancing multiple generations and for encouraging female founders and future leaders to be the best they can be. Growing up in Germany as part of a third-generation family business has provided her with a sound foundation for understanding the range of issues that arise when family members work together. Susanne puts her heart into the businesses and individuals she spends time with and believes in a strong foundation of love and...
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Stop Assuming and Start Asking with Brian Thompson
Safe Space with Francesco Lombardo
Based in the Scottish Borders, Brian is Chairman of his Family Education Committee. It is a sixth-generation family owned International Food Distributor. The committee is responsible for educating the family and nurturing younger family members as they become part of the next generation and to help the transition out of active participation for the older generation. Brian is also a life coach and Veritage trained family business coach. Through his firm Ducere Advisory Brian helps other family businesses to develop programs to maintain successful family cohesion for...
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From Conflict to Nonflict with Stephen Hecht
Safe Space with Francesco Lombardo
Stephen Hecht is co-founder and Chief Executive Peacemaker of Million Peacemakers. Stephen brings over 30 years of personal and business experience to the field of conflict resolution and is co-author of the bestseller, Nonflict: The Art of Everyday Peacemaking. Million Peacemakers is a non-profit organization which empowers people to transform conflict to Nonflict. Over 145,000 people around the world were trained in the first four years. Much of Stephen’s experience is in family businesses—private and public—across four industries. Winner of the Canada Award for Business...
info_outlineCraig West is a strategic accountant and the CEO of Succession Plus which is a specialised advisory practice focused on small business owners to help them manage the four key strategic issues that SME's face as they grow - Raising Capital, Building Equity, Protecting that equity and extracting the value you have built when you exit.
Craig is a CPA and has been advising businesses in management, taxation and accounting issues for over 15 years. He specialises in business structuring and succession planning and has had extensive experience working with clients to improve their financial performance - with proven results.
Craig has conducted numerous seminars and presentations throughout Australia for the Department of Industry, Tourism and Resources, MLC, L J Hooker, the NSW Department of State & Regional Development, NSW Chamber of Commerce and CPA Australia. He is an accredited advisor with Family Business Australia as well as sitting on FBA's NSW advisors committee and is a founding member of Thought Leaders.
Craig acts as a strategic business and financial mentor for business owners and has written three critically acclaimed books educating business owners on employee incentives, succession planning and asset protection. Craig has also recently been invited to complete a PhD in Business Succession Planning at Deakin University in Melbourne; is the President of the Australian Chapter of the Exit Planning Institute and one of only eleven people in Australia accredited as a Certified Exit Planning Advisor.